Portfolio review template for stock investors

Use this monthly or quarterly portfolio review template to check whether each position still matches your reason, support, risk, and intended size.

• Monthly for concentrated portfolios or active research periods.
• Quarterly for slower-moving long-term holdings.
• After several positions changed size or confidence at once.

Copy this template

1. Portfolio snapshot

• Largest position changes since last review...
• Positions that now need attention...
• Cash, concentration, and sizing notes...

2. Current view

• Positions where the original reason still holds...
• Positions with stronger support...
• Positions with weakening or broken assumptions...

3. Action queue

• Hold, add, trim, exit, or watch decisions considered...
• Next review dates...
• Research questions to answer before acting...

Filled example

Fictional sample only: a three-stock portfolio with one position needing review. This is not investment advice.

Needs attention

Rivergate Software rose to 9% of portfolio while confidence in the original reason stayed unchanged.

Current view

Intact, but valuation is less attractive after a sharp rerating.

Action considered

Hold current size until post-earnings review; do not add before margin update.

Next review

Review after earnings or earlier if retention guidance changes.

How to keep the template useful.

• Keep the output to a short action queue, not a long diary entry.
• Move ticker-specific support into the ticker workspace.
• Close the loop by writing a decision note if the review led to action.