Complete Portfolio and Stock Comparison Spreadsheet

The Web's Best Investing Spreadsheet for Your Portfolio

I couldn't find a spreadsheet online with all the tools I needed for planning and analyzing stocks, so I created one! This spreadsheet will not only help you plan your retirement portfolio but will also help you find the risks in your current investments.

  • Enter your age, expenses and how long until retirement and this spreadsheet will show you exactly how much you can expect in retirement. You'll find your magic number and how to get there.
  • Enter the stocks in your portfolio and the spreadsheet will track your profits as well as warn you when you have too much in a single stock. The spreadsheet also shows you how much you have in stocks, bonds and real estate as well as how much you have in each sector of the economy. It's a must-see view of your portfolio and its biggest risks.
  • My favorite section, compare two stocks against each other to find the better investment. Not only will this spreadsheet compare the two stocks in 10 different measures, it will also show you how each of those stocks stack up against sector averages. Make sure you're buying the best-of-breed in each sector!
  • Plus+ Lifetime Access to Updates and New Features!

Watch the video below to see all the features and don't miss this 57% discount for members of the Let's Talk Money community!

* Please note, software needs Excel 2016 or newer (PC) or Excel 2019 or newer (MAC) to run properly.


All the Features You Need to Track and Analyze Your Portfolio!

Frequently Asked Questions


What do I get with this course?
Everything you need to start using the spreadsheet. You get the spreadsheet to download onto your computer. You get a quick-start guide and a video walk-through to get the most out of it. You also get lifetime access to updates and new features whenever they're added!
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.
How will this spreadsheet help me invest?
The spreadsheet shows you exactly where your risks are in your portfolio and helps you plan for how much you need to invest. You'll be able to estimate your portfolio value in retirement and how much income you can count on. You'll be able to track the return on your investments and spot the gaps that leave you at risk. You'll also be able to compare stocks to make sure you're only investing in the very best.
What are the requirements to run the spreadsheet?
You will need Excel 2016 or newer on PC or Excel 2019 or newer on Mac to run the software. Spreadsheet will work with any U.S.-listed stocks, ETFs or ADRs.

Get started now!