The Portfolio Builder Spreadsheet

A plug-and-play spreadsheet (Google Sheets + Excel) that turns the book's staged approach into a live picture of your own money.

• Enter what you can put aside each month — see the allocation the book recommends at your stage
• Tracks contributions, holdings and cost basis in one place
• Rebalancing prompts when a holding drifts from your target
• Built-in compounding projector so you can see the effect of adding $25 more a month

Instant digital download. Nothing ships.

Educational tool only. It does not recommend specific securities and is not financial advice.