I'm looking for a tool that helps me creating an investment portfolio. I'd like to decide the percentages first, and then the tool would output quantities. Also, percentages should be hierarchical. So, for example:
- 60 % Stocks - North America (50%) - This would be 50% of the parent 60% (so 30% of the Grand total) - Europe (50%) - Same as before - 40% Bonds
I'm trying to manage this using Excel or Google docs without success. I have several problems and wishes:
- Can I automatically adjust the totals to 100%? If I change stocks to 70%, I'd like Bonds to change to 30% automatically.
- Can I compose the percentages visually instead of typing numbers?
- How can I implement hierarchy. How to indicate that Europe has 50% of the total 60%?