Interactive Portfolio Weighted Average Worksheet

This is an example of a simple spreadsheet that is one way in which you can track the balance and weighted performance of your investment portfolio. If you like this simple spreadsheet and would like to use it to track your portfolio then please download our free Excel spreadsheet template.

Some example entries have been added. Please feel free to alter these, or delete them and add your own entries. If you then like this simple spreadsheet and would like to use it to track your portfolio then please download our free Excel spreadsheet template.

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