On the graph tab, I'd like to add a "3rd five". I'm going to change the names of 1st five, 2nd five, and 3rd five to be "fixed income", "equities", and "alternative investments".
The template logic is limited to 10 categories. One workaround is to combine categories so to limit the number accordingly.
If absolutely necessary, it is possible to add more categories with some work involved. The portfolio monitoring template needs to be unprotected using the password provided on purchase.
In the "PreDefined" sheet cells E2 to H11 provide details for the naming conventions and reference formulas for the categories in column A. These need to be updated to accommodate the new categories in column A with new prefixes supplied at the end of column E.
The "Value", "Trans" and "Perf" sheets then need to have the new categories added by copying the inserting rows of the last category and changing the cell naming conventions and formulas to the corresponding prefixes chosen in the "PreDefined" sheet as per the step above.
It is recommended to make a copy of the template first to make such modifications so that testing can be made to ensure all of the processes function correctly.
