What does your portfolio dashboard/spreadsheet look like? Wondering what are the parameters and variables to look out for. Of course, you can just share the empty template without the contents?

What does your portfolio dashboard/spreadsheet look like? Wondering what are the parameters and variables to look out for.

Of course, you can just share (ideally a google sheet, but you can send a .xlsx too) the empty template without the contents, but if you're happy to share, why not?

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Ignacio Poh

15 Dec 2020

I used Google Spreadsheet to separate my Savings / Investment and Insurance respectively.

Savings - Type of Account and Interest Rates

Investment - Robo / ETFs

Insurance - Name of Plans / Premium Paid / Policy Term (Years) / Sum Assured

Hope this helps!

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Kenneth Lou

15 Dec 2020

Co-founder at Seedly

For me, personally I track all the amounts there as a total assets and liabilities in a pretty simplified manner!

From the Assets breakdown:

Cash savings (across all my accounts)
Investments (broken down by robo, stocks)
CPF amounts (OA, MA, SA)

For the Liabilities breakdown:

Home loan

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