Free Printable Investment Portfolio Tracker — Allocation vs Target Rebalance PDF
Per-position ticker, account, allocation %, and rebalance ± column — the sheet that turns drift into a Sunday afternoon decision.
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If you can’t name your allocation, the market is choosing it for you
Allocation % vs Target % + the Rebalance ±$ column gives you the dollar amount to trade — no app, no spreadsheet, no excuse to wing it.
Account column matters: tax-advantaged vs taxable changes which fund belongs where (bonds in IRA, ETFs in taxable for harvesting).
Pair with Net Worth Statement (Quarterly) — same dates, different questions: how much vs how it’s split.