Excel/Libreoffice to track portfolio allocation. Create a simple spreadsheet with columns Category, Security, Units, Price, Purchase Price, Value, Percentage Al

Excel/Libreoffice to track portfolio allocation. Create a simple spreadsheet with columns Category, Security, Units, Price, Purchase Price, Value, Percentage Allocation, Dividend and fill it out. Learn about income statement, balance sheet and cash flow statement. I use https://shareseer.com/ https://shareseer.com/ to find company filings with this information and read at leisure. That gives me an idea of the business.