Portfolio Snapshot Tracker (Excel)

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  • Create Date September 14, 2026
  • Last Updated September 14, 2026

Portfolio Snapshot Tracker (Excel)

Once your money is invested, the "Track" stage of IPA's PATH Investing Framework™ is about checking in on it periodically — not obsessively. This free workbook gives you one place to log every holding across Bonds, Treasury Bills, Unit Trusts and Shares, see your overall gain or loss, and check whether your actual mix still matches the allocation suggested by our Risk Profiling Tool.

What's inside:

  • A holdings log with automatic gain/(loss) in Kwacha and percentage terms
  • An Allocation Summary comparing your actual asset mix to your risk profile's target, with Overweight/Underweight/On Target flags
  • Pie and bar charts of your current allocation versus target

Haven't done your risk profile yet? Start with our Risk Profiling Tool under Plan, then use this tracker to keep yourself honest as markets move.

This tool is provided free for general financial education and does not constitute personalised investment advice. Book a consultation with our Investment Advisory team for a full portfolio review.