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Stock Allocation

Publisher: Mark West
Virus scanned Windows Free to try
Download v1.0 31 downloads
Version1.0
Publisher Mark West
Release dateApr 22, 2015
Date addedApr 22, 2015
Os requirementsWindows, Windows 7, Windows 8
RequirementsMicrosoft Excel 2007/2010/2013
Total downloads31
PriceFree to try

Description

You enter your current stocks and your desired allocation among domestic, international, and bond funds and the spreadsheet does the rest. You get your current allocation as well as the amount of money you need to transfer between categories to get the balance you want.

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