I created a spreadsheet because I couldn’t find one online that had all the tools I needed to plan and analyze stocks. This spreadsheet will help you plan your retirement portfolio and 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!

If you watch the video below, you can get a 57% discount for members of the Let’s Talk Money community.

The software needs to be newer than 2016 to run properly.