Boglehead Portfolio Tracking Spreadsheets

Investors need an investment methodology then they need a tool to track progress.  While there are many online portfolio tools very few if any are directly aligned to the Bogleheads method of investing.

Thus most investors turn to using Google Sheets or Microsoft Excel to build custom spreadsheets.

In this post we will provide links to many of the favorite online spreadsheets starting with simple to more complex.  Here is a link to the main tool site on Bogleheads.org

Simple Spreadsheets

• Whitecoat Investor Spreadsheet including steps to get started located here 
• Bogleheads.org sample spreadsheet list

Complex Spreadsheets

• https://www.bogleheads.org/wiki/Retiree_Portfolio_Model
• https://docs.google.com/spreadsheets/d/1E28C1YTb1jzi3hSKK3ABGvWgTmjSlO5W/edit#gid=876152655