{"product_id":"investment-allocation-governance-suite-holdings-2026","title":"Investment Allocation Governance Suite | Multi-Account Holdings Review Excel","description":"\u003ch2\u003eSee your allocation across accounts\u003c\/h2\u003e\u003cp\u003eSeparate account dashboards can hide how much of the overall portfolio rests in one position. This editable Excel suite consolidates up to 20 manually entered holdings into a dated review of current weights and your own target allocation.\u003c\/p\u003e\u003ch3\u003eWhat the workbook calculates\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eEntered market value from units and the unit price you supply.\u003c\/li\u003e\n\u003cli\u003eSimple unrealized change from an entered aggregate cost basis; dividends, fees, taxes, and cash flows are excluded.\u003c\/li\u003e\n\u003cli\u003eEach holding’s current weight and percentage-point gap from the target you choose.\u003c\/li\u003e\n\u003cli\u003eA prompt for a single holding above 50% of entered value and a check that target weights add to 100%.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat you receive\u003c\/h3\u003e\u003cp\u003eOne editable XLSX workbook with Executive View, Holdings Review, Read Me, and Data Checks, plus a short quick-start file. Fictional example rows explain the workflow. Use Excel desktop; Google Sheets compatibility has not been verified.\u003c\/p\u003e\u003ch3\u003eA disciplined review routine\u003c\/h3\u003e\u003cp\u003eOn a fixed date, enter units and observed prices from account statements, check the cost-basis source, reconcile entered totals with the source accounts, and inspect target gaps. Save a dated copy for the next review. A large gap calls for a risk discussion, not an automatic trade.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eBegin with a dated snapshot.\u003c\/strong\u003e Enter your positions and confirm that your targets total 100% before interpreting drift.\u003c\/p\u003e\u003cp\u003eThis is a manual recordkeeping and education tool. It has no brokerage connection or live quotes and provides no personalized investment, tax, or trading advice. Future returns and loss protection are not promised.\u003c\/p\u003e\u003ch3\u003eLicense, delivery and support\u003c\/h3\u003e\u003cp\u003eOne purchasing organization may use and adapt the workbook internally. Do not resell, redistribute, or deploy it to multiple clients without a separate license. This is a digital download after successful payment; no physical item ships. For a file or access problem, use \u003ca href=\"\/pages\/contact\"\u003eMetricForgeHQ Contact\u003c\/a\u003e with your order number and product name. Do not send confidential information.\u003c\/p\u003e","brand":"MetricForgeHQ","offers":[{"title":"Default Title","offer_id":67585487044896,"sku":null,"price":39.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1021\/7360\/6176\/files\/Investment_Listing_Hero_2000_v2.png?v=1790534944","url":"https:\/\/metricforgehq.com\/products\/investment-allocation-governance-suite-holdings-2026","provider":"MetricForgeHQ","version":"1.0","type":"link"}