Following on from https://changemap.co/projectifi/projectifi/task/5785-manually-entered-portfolio-for-progress/

It’d be nice to set a target AA (i.e. 80% domestic stock, 20% international stock), and then put in the actual numbers regularly (by updating the Account… or maybe as income?), and then get a report on where you’re at vs. where you’d like to be. Personal Capital has something like this that’s OK. I have a Google Sheet where I plug my numbers in quarterly and it tells me how much I’m over/under in a particular asset so I can rebalance.

I’ve added a link to an example spreadsheet.