How do I create an investment portfolio for my clients?

[Guest]

Hello,
Currently I am a financial planner, and, having recently left a major firm,
I am attempting to streamline my marketing process. As such, my goal is to
create an excel document (or locate a template) that allows me to include the
following: Holdings (cash equity, mutual funds, bonds, etc) with a number of
different graphs, including allocation, sectors, etc. If possible, I would
like to be able to update this chart for client account changes. I was hoping
that someone might be able to provde some type of insight into how I would go
about this. I certainly appreciate everyone's (or anyone's) input.

Thanks again!
Max

 

[Don Guillett]

You may want to contact me privately.