Review needed
Account inventory
Most accounts are listed, but a few balances, records, or outside assets still need cleanup.
Planning Tools
Worksheet
Investment Portfolio Review Check
Review whether the portfolio is ready for routine maintenance, or whether the next pass should focus on target mix, concentration, tax location, cash needs, rebalancing rules, or coordinated review.
Portfolio ReviewConcentrationTax Location
Portfolio Checkpoint Board
Where the portfolio needs another pass
Use this board to separate routine maintenance from allocation drift, concentration, tax friction, cash needs, rebalancing rules, and coordination issues.
Review needed
Goals and timeline
Some goals are clear, but a few accounts or cash pools still need a defined job.
Review needed
Asset mix
The portfolio has some drift or uncertainty, but the target mix is not completely missing.
Review needed
Diversification
Some overlap, sector exposure, or single-position pressure deserves another pass.
Review needed
Holding purpose
Some holdings may need simplification, cost review, or role clarification.
Review needed
Taxes and location
Some taxable-account or account-location issues need one more pass.
Review needed
Cash and rebalancing
There is a rough plan, but cash buckets or rebalancing method could be sharper.
Review needed
Professional review
Professional review may be useful if the open items are large or connected.
Professional review signals
No single professional-review trigger is leading the result, but target mix, concentration, tax friction, account location, cash needs, and rebalancing rules should still be reviewed before major portfolio moves.
How to use this worksheet
Use the review before making portfolio moves.
01
Start with the household view
Look across investment accounts, taxable holdings, retirement assets, cash, and outside exposures before judging any one position.
02
Find the first review priority
The result names the area to clarify before selling, rebalancing, simplifying, or adding risk.
03
Leave with a portfolio agenda
Use the next actions to decide what to gather, what to review, and which portfolio decisions should wait for more clarity.
About this model
A portfolio review prompt, not a recommendation.
This worksheet organizes account inventory, goals, allocation, diversification, holding purpose, tax readiness, cash rules, and professional coordination into a portfolio review agenda.
The model is designed to clarify what deserves review first. It does not recommend securities, calculate taxes, evaluate legal issues, or replace investment, tax, estate, employer-compliance, or financial-planning advice.
Bring the portfolio review question into focus.
If the portfolio has drifted from the plan, review goals, target mix, concentration, tax friction, cash needs, rebalancing rules, and coordination before the next market move forces the question.