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All material on this site is Copyright 2008 Jim Richmond. All Rights Reserved. |
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A retirement planner that’s a little more flexible |
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flexibleRetirementPlanner.com |
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Portfolio Asset Allocation Tool
This spreadsheet helps you track and manage your portfolio’s asset allocation. Unlike personal financial management software like Quicken and MS Money, this spreadsheet allows you to define your own asset classes and subclasses. |
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Additional Tools |
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This page has links to a few additional tools that have been developed by the webmaster over the years. These tools are all Microsoft Excel spreadsheets and can be downloaded and freely used for personal and business purposes. |
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This spreadsheet helps you track a portfolio of Individual Bonds. The spreadsheet includes fairly extensive reporting of the portfolio’s allocation by maturity, credit rating, and bond type. It also computes the portfolio’s duration and convexity. |
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Portfolio Withdrawal Simulation Spreadsheet
This spreadsheet was a precursor to the online retirement planning tool and contains a basic simulation framework with some visual basic code that may be helpful if you’re interested in developing spreadsheet based simulations in visual basic. |
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Quicken Report Extraction Spreadsheet
This spreadsheet does some excel gymnastics on a pasted-in Quicken report in order to produce a summary data table. The spreadsheet is probably most interesting as an example of how to use the Index() Match(), Address() and Indirect() functions. |
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