{"text_format":"3","workbook":"xlsx","n_sheets":3,"sheets":["开始","投资组合","资产分配"],"not_rendered":{"charts":1,"images":6,"defined_names":1},"read":"whole","date_system":"1900"}

{"sheet":"开始","index":0,"n_rows":29,"n_cols":2,"rows_kept":29}
["投资跟踪表","投资跟踪表"]
[]
["投资跟踪表模板将允许跟踪投资和资产分配。Excel 股票数据类型将使投资组合与当前价格和资产详细信息保持同步。有投资组合和资产分配两个工作表，如下所述。注意：Excel 股票数据类型是仅限 Office 365 订阅的功能。 "]
[]
["投资组合","投资组合"]
["在示例中添加投资，键入股票代码、公司名称或基金名称，或在其他行上添加更多内容。选择资产类别并输入股份数额。"]
["单击“添加列”按钮添加股票代码或交易所等其他列。"]
{"$rows_empty":13}
["要刷新数据，请单击任意股票。在“数据”选项卡的“查询和连接”组中，单击“全部刷新”或按 Ctrl+Alt+F5。"]
[]
[]
[]
[]
["资产分配","资产分配"]
[]
["更改“类别”和“我的目标值”以自定义投资组合目标。"]
["资产类别超出“阈值”时，金额将以黄色突出显示。"]

{"sheet":"投资组合","index":1,"n_rows":12,"n_cols":9,"rows_kept":12}
["投资跟踪表","投资跟踪表"]
[]
["投资组合","投资组合"]
[]
["在单元格 B5:I11 中有包含现有股票的表格，总计行位于第 12 行。在单元格 B5:B11 中输入公司名称，然后转到“数据”>“刷新”​​，或按 Ctrl+Alt+F5。","公司","类别","股份","价格","变化","变化（百分比）","投资组合百分比","面额"]
["在示例中添加投资，键入股票代码、公司名称或基金名称，或在其他行上添加更多内容。选择资产类别并输入股份数额。",{"$error":"#VALUE!"},"美国股票",{"v":1200,"d":"1,200"},{"$f":"_FV(TablePortfolio[[#This Row],[公司]],\"Price\")","v":{"v":116.77,"d":"¥116.77"}},{"$f":"_FV(TablePortfolio[[#This Row],[公司]],\"Price\")","v":{"v":116.77,"d":"¥116.77"}},{"$f":"_FV(TablePortfolio[[#This Row],[公司]],\"Change (%)\",TRUE)","v":{"v":-0.009668,"d":"-0.97%"}},{"$f":"IFERROR(I6/SUBTOTAL(109,TablePortfolio[面额]),\"\")","v":{"v":0.6225512900398857,"d":"62%"}},{"$f":"D6 * E6","v":{"v":140124,"d":"¥140,124.00"}}]
["单击“添加列”按钮添加股票代码或交易所等其他列。",{"$error":"#VALUE!"},"债券",{"v":1300,"d":"1,300"},{"$f":"_FV(TablePortfolio[[#This Row],[公司]],\"Price\")","v":{"v":10.56,"d":"¥10.56"}},{"$f":"_FV(TablePortfolio[[#This Row],[公司]],\"Price\")","v":{"v":10.56,"d":"¥10.56"}},{"$f":"_FV(TablePortfolio[[#This Row],[公司]],\"Change (%)\",TRUE)","v":{"v":0.001898,"d":"0.19%"}},{"$f":"IFERROR(I7/SUBTOTAL(109,TablePortfolio[面额]),\"\")","v":{"v":0.06099157966991773,"d":"6%"}},{"v":13728,"d":"¥13,728.00"}]
["要刷新数据，请单击任意股票。在“数据”选项卡的“查询和连接”组中，单击“全部刷新”或按 Ctrl+Alt+F5。",{"$error":"#VALUE!"},"国际股票",{"v":1200,"d":"1,200"},{"$f":"_FV(TablePortfolio[[#This Row],[公司]],\"Price\")","v":{"v":28.06,"d":"¥28.06"}},{"$f":"_FV(TablePortfolio[[#This Row],[公司]],\"Price\")","v":{"v":28.06,"d":"¥28.06"}},{"$f":"_FV(TablePortfolio[[#This Row],[公司]],\"Change (%)\",TRUE)","v":{"v":0.009353,"d":"0.94%"}},{"$f":"IFERROR(I8/SUBTOTAL(109,TablePortfolio[面额]),\"\")","v":{"v":0.14959997600855696,"d":"15%"}},{"v":33672,"d":"¥33,672.00"}]
[null,{"$error":"#VALUE!"},"现金",{"v":10000,"d":"10,000"},{"$f":"_FV(TablePortfolio[[#This Row],[公司]],\"Price\")","v":{"v":1,"d":"¥1.00"}},{"$f":"_FV(TablePortfolio[[#This Row],[公司]],\"Price\")","v":{"v":1,"d":"¥1.00"}},{"$f":"_FV(TablePortfolio[[#This Row],[公司]],\"Change (%)\",TRUE)","v":{"v":0,"d":"0.00%"}},{"$f":"IFERROR(I9/SUBTOTAL(109,TablePortfolio[面额]),\"\")","v":{"v":0.04442859824440394,"d":"4%"}},{"v":10000,"d":"¥10,000.00"}]
[null,{"$error":"#VALUE!"},"房地产",125,{"$f":"_FV(TablePortfolio[[#This Row],[公司]],\"Price\")","v":{"v":121.53,"d":"¥121.53"}},{"$f":"_FV(TablePortfolio[[#This Row],[公司]],\"Price\")","v":{"v":121.53,"d":"¥121.53"}},{"$f":"_FV(TablePortfolio[[#This Row],[公司]],\"Change (%)\",TRUE)","v":{"v":-3.444E-3,"d":"-0.34%"}},{"$f":"IFERROR(I10/SUBTOTAL(109,TablePortfolio[面额]),\"\")","v":{"v":0.06749259430803013,"d":"7%"}},{"v":15191.25,"d":"¥15,191.25"}]
[null,{"$error":"#VALUE!"},"商品",100,{"$f":"_FV(TablePortfolio[[#This Row],[公司]],\"Price\")","v":{"v":123.65,"d":"¥123.65"}},{"$f":"_FV(TablePortfolio[[#This Row],[公司]],\"Price\")","v":{"v":123.65,"d":"¥123.65"}},{"$f":"_FV(TablePortfolio[[#This Row],[公司]],\"Change (%)\",TRUE)","v":{"v":-0.005229,"d":"-0.52%"}},{"$f":"IFERROR(I11/SUBTOTAL(109,TablePortfolio[面额]),\"\")","v":{"v":0.05493596172920547,"d":"5%"}},{"v":12365,"d":"¥12,365.00"}]
[null,"汇总",{"$nulls":6},{"$f":"IFERROR(SUBTOTAL(109,TablePortfolio[面额]), \"\")","v":{"v":225080.25,"d":"¥225,080.25"}}]

{"sheet":"资产分配","index":2,"n_rows":25,"n_cols":7,"rows_kept":25}
["投资跟踪表","投资跟踪表"]
[]
["资产分配","资产分配"]
[]
[]
["在第 19-25 行中有一个条形图，可以直观地比较每个类别中投资的实际值百分比与下表中设置的目标值。"]
{"$rows_empty":12}
["此处有一个表格，可以计算每个类别中投资的实际值百分比，并将其与目标值进行比较。","类别","我的目标值","实际值","差额","阈值","面额"]
["该表将自动填充单元格 B19:G25 中的投资组合表中的投资类别。在单元格 C20:C25 中输入每种投资类别的目标值，然后转到“数据”>“刷新”，或按Ctrl+Alt+F5。 ","美国股票",{"v":0.55,"d":"55%"},{"$f":"IFERROR(G20/SUBTOTAL(109,TableAssetAllocation[面额]),\"\")","v":{"v":0.6225512900398857,"d":"62%"}},{"$f":"D20 - C20","v":{"v":0.0725512900398857,"d":"7.3%"}},{"$f":"MIN(5%, $C20 * 25%)","v":{"v":0.05,"d":"5%"}},{"$f":"SUMIF(TablePortfolio[类别], B20, TablePortfolio[面额])","v":{"v":140124,"d":"¥140,124.00"}}]
["资产类别超出“阈值”时，金额将以黄色突出显示。","国际股票",{"v":0.2,"d":"20%"},{"$f":"IFERROR(G21/SUBTOTAL(109,TableAssetAllocation[面额]),\"\")","v":{"v":0.14959997600855696,"d":"15%"}},{"v":-0.050400023991443055,"d":"-5.0%"},{"v":0.05,"d":"5%"},{"$f":"SUMIF(TablePortfolio[类别], B21, TablePortfolio[面额])","v":{"v":33672,"d":"¥33,672.00"}}]
[null,"债券",{"v":0.1,"d":"10%"},{"$f":"IFERROR(G22/SUBTOTAL(109,TableAssetAllocation[面额]),\"\")","v":{"v":0.06099157966991773,"d":"6%"}},{"v":-0.039008420330082276,"d":"-3.9%"},{"v":0.025,"d":"3%"},{"$f":"SUMIF(TablePortfolio[类别], B22, TablePortfolio[面额])","v":{"v":13728,"d":"¥13,728.00"}}]
[null,"现金",{"v":0.05,"d":"5%"},{"$f":"IFERROR(G23/SUBTOTAL(109,TableAssetAllocation[面额]),\"\")","v":{"v":0.04442859824440394,"d":"4%"}},{"v":-5.5714017555960615E-3,"d":"-0.6%"},{"v":0.0125,"d":"1%"},{"$f":"SUMIF(TablePortfolio[类别], B23, TablePortfolio[面额])","v":{"v":10000,"d":"¥10,000.00"}}]
[null,"房地产",{"v":0.05,"d":"5%"},{"$f":"IFERROR(G24/SUBTOTAL(109,TableAssetAllocation[面额]),\"\")","v":{"v":0.06749259430803013,"d":"7%"}},{"v":0.01749259430803013,"d":"1.7%"},{"v":0.0125,"d":"1%"},{"$f":"SUMIF(TablePortfolio[类别], B24, TablePortfolio[面额])","v":{"v":15191.25,"d":"¥15,191.25"}}]
[null,"商品",{"v":0.05,"d":"5%"},{"$f":"IFERROR(G25/SUBTOTAL(109,TableAssetAllocation[面额]),\"\")","v":{"v":0.05493596172920547,"d":"5%"}},{"v":4.9359617292054694E-3,"d":"0.5%"},{"v":0.0125,"d":"1%"},{"$f":"SUMIF(TablePortfolio[类别], B25, TablePortfolio[面额])","v":{"v":12365,"d":"¥12,365.00"}}]