Excel Model: Financial Asset Allocation Model

标题: Financial Asset Allocation Model

 描述:

 

This spreadsheet helps users allocate their assets across various investment classes. It includes:

  • 设置: Initial configuration of asset classes and allocation percentages.
  • Asset Allocation Details: Recording of asset class descriptions, allocation percentages, investment amounts, and dates of allocation.
  • Asset Allocation Summary: Summary of the overall asset allocation for portfolio balance and diversification.

来源: 自定义计算器

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