M1 Spreadsheet: Portfolio Tracking and Rebalancing

4 ratings

Hi newcomer! You're in luck. M1 Spreadsheet is 50% off until December 1st with code BLACKFRIDAY2023.

Not convinced yet? Read on...


โœ… You'll get access to:

  • The latest version of the spreadsheet
  • Guides on how to use and customize the spreadsheet
  • A community of like-minded people

โš–๏ธ Target weights for sectors and assets

Having a strategy builds discipline. Set target weights for sectors, and the assets you invest in, and automatically track the how off-weight each of your positions is.

๐Ÿ’ฐ Deposit break down

Whether you're dollar cost averaging, or simply have some extra money to invest, new deposits are automatically broken down by the target weight you set for your positions.
You can see the dollar value as well as share amount, and purchase accordingly.

๐Ÿ“Š Portfolio rebalancing simplified

As the market moves, asset positions are automatically calculated. See the adjustments needed to restore the target weights, by dollar value and share amount:

- Net zero rebalance - no change to portfolio value, sell overweight and buy underweight positions
- "Buy-only" rebalance - you don't sell any position, only add to your portfolio

๐Ÿ“ˆ Track dividend growth

Visualize your passive income growing with time. Easily understand how it is growing with month-over-month and quarter-over-quarter metrics.

๐Ÿ”— Link to your fav resources
Link each company automatically so that a simple click takes you to the company's page on any of 10 search engines (or easily add your own):

You can also easily add your own custom search engines!

๐Ÿ‘‡ Watch the Full Product Walkthrough

I want this!

A fully-fledged (and customizable) spreadsheet that lets you set target weights, automatically calculates the % off weight for all your positions, tracks your dividend growth over time, breaks down new deposits and much more.

M1 Spreadsheet access
Notion guides
Community access
File formats
.xlsx .obs
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M1 Spreadsheet: Portfolio Tracking and Rebalancing

4 ratings
I want this!