Most investors record what they own—but far fewer understand what those holdings reveal about portfolio risk. Learn which allocation metrics and categories every investor should track in Excel, from asset class and geography to sector exposure, individual holdings and investment vehicles, so your spreadsheet becomes a true portfolio management system rather than just a record of investments.

Most investors don’t control their portfolio allocation — they drift into it. This guide shows how to build a simple Excel allocation spreadsheet to track weightings, manage risk, and stay aligned with your investment strategy.