{"id":644,"date":"2026-08-31T18:21:48","date_gmt":"2026-08-31T18:21:48","guid":{"rendered":"https:\/\/avexai.io\/blog\/?page_id=644"},"modified":"2026-08-31T18:37:28","modified_gmt":"2026-08-31T18:37:28","slug":"portfolio-review-checklist","status":"publish","type":"page","link":"https:\/\/avexai.io\/blog\/portfolio-review-checklist\/","title":{"rendered":"Monthly Portfolio Review Checklist (Free PDF)"},"content":{"rendered":"\n<style>\nbody.page-id-644 main{max-width:800px;margin-left:auto;margin-right:auto;padding:0 24px;box-sizing:border-box}\n.avex-qa644{background:#fffbf7;border:1px solid #fed7aa;border-left:4px solid #f97316;border-radius:12px;padding:22px 26px;margin:28px 0}\n.avex-qa644 .lbl{font-size:12px;font-weight:700;letter-spacing:.09em;text-transform:uppercase;color:#ea580c;margin:0 0 8px}\n.avex-qa644 p{margin:0}\n.avex-dl644{background:linear-gradient(135deg,#fff4e6 0%,#ffe9d1 55%,#fffdfa 100%);border:1px solid #fed7aa;border-radius:16px;padding:32px 28px;margin:34px 0;text-align:center}\n.avex-dl644 .t{font-size:21px;font-weight:800;color:#0a2540;margin:0 0 6px;line-height:1.25}\n.avex-dl644 .s{font-size:14.5px;color:#555;margin:0 0 20px}\n.avex-dl644 a.btn644{display:inline-block;background:#ea580c;color:#ffffff!important;-webkit-text-fill-color:#ffffff;font-weight:600;font-size:16px;padding:14px 30px;border-radius:9px;text-decoration:none;box-shadow:0 6px 18px rgba(234,88,12,.28)}\n.avex-dl644 a.btn644:hover{background:#c2410c}\n.avex-dl644 .fine{font-size:12.5px;color:#888;margin:14px 0 0}\n.avex-about644{background:#fafafa;border:1px solid #ececec;border-radius:10px;padding:18px 24px;margin:30px 0;font-size:14px;color:#444}\n.avex-about644 h3{font-size:12px;font-weight:700;letter-spacing:.08em;text-transform:uppercase;color:#777;margin:0 0 10px}\n.avex-about644 ol{margin:0;padding-left:18px}\n.avex-about644 li{margin-bottom:6px}\n<\/style>\n\n<div class=\"avex-qa644\">\n  <div class=\"lbl\">Quick answer<\/div>\n  <p><strong>One honest 20-minute pass per month beats daily portfolio-staring.<\/strong> This free printable checklist walks the same seven steps every month \u2014 refresh your data, then check performance, risk, income, tax allowances and costs \u2014 so decisions get made once, calmly, with the numbers in front of you. No email required.<\/p>\n<\/div>\n\n<h2>What&rsquo;s inside<\/h2>\n\n<ul>\n  <li><strong>7 tick-box sections, timed to 20 minutes<\/strong> \u2014 data refresh (~8 min), performance, risk, income, tax &amp; allowances, costs, then a decisions box so conclusions don&rsquo;t evaporate.<\/li>\n  <li><strong>The thresholds that trigger a closer look<\/strong> \u2014 a largest position above 10%, allocation drift beyond 5 points, any holding moving more than 15% in a month.<\/li>\n  <li><strong>UK allowance slots built in<\/strong> \u2014 your running ISA &pound;20,000, CGT &pound;3,000 and dividend &pound;500 positions, filled in monthly so the April scramble never happens.<\/li>\n<\/ul>\n\n<div class=\"avex-dl644\">\n  <p class=\"t\">Monthly Portfolio Review Checklist<\/p>\n  <p class=\"s\">One A4 page &middot; 7 tick-box sections &middot; 2026\/27 UK allowances built in<\/p>\n  <a class=\"btn644\" href=\"https:\/\/avexai.io\/blog\/wp-content\/uploads\/2026\/08\/Avex-Template-M3-Monthly-Portfolio-Review-Checklist.pdf\" download>Download the checklist (free PDF) &rarr;<\/a>\n  <p class=\"fine\">Print one per month &middot; no email, no signup<\/p>\n<\/div>\n\n<h2>Why monthly \u2014 and why a ritual at all<\/h2>\n\n<p><strong>Checking daily feels diligent and works against you: it doubles the pain of every dip and invites reaction.<\/strong> A monthly cadence is frequent enough to catch drift, log dividends while statements are fresh, and track allowances through the tax year \u2014 and rare enough that each check happens with perspective. The checklist turns that cadence into muscle memory: same seven questions, same order, every month.<\/p>\n\n<p>Step 1 leans on exports \u2014 our <a href=\"https:\/\/avexai.io\/blog\/broker-csv-export-cheat-sheet\/\">UK broker export cheat-sheet<\/a> gives the exact clicks for each platform. The risk step pairs naturally with the <a href=\"https:\/\/avexai.io\/blog\/drawdown-simulator\/\">drawdown simulator<\/a> (what would a crash cost this mix?), the costs step with the <a href=\"https:\/\/avexai.io\/blog\/platform-fee-calculator-uk\/\">platform fee calculator<\/a>, and the CGT slot with our <a href=\"https:\/\/avexai.io\/blog\/cgt-record-keeping-template\/\">CGT record-keeping template<\/a>. The full system lives in our guide to <a href=\"https:\/\/avexai.io\/blog\/how-to-track-investment-portfolio\/\">tracking your investment portfolio<\/a>.<\/p>\n\n<div class=\"avex-about644\">\n  <h3>About this resource<\/h3>\n  <ol>\n    <li>Tax figures reflect the 2026\/27 UK tax year (ISA &pound;20,000 &middot; CGT annual exempt amount &pound;3,000 &middot; dividend allowance &pound;500) and are refreshed each April.<\/li>\n    <li>The checklist provides structure and mathematical context only \u2014 not investment advice. Capital at risk.<\/li>\n  <\/ol>\n<\/div>\n\n\n\n<div class=\"schema-faq wp-block-yoast-faq-block\"><div class=\"schema-faq-section\" id=\"faq-question-1788199265157\"><strong class=\"schema-faq-question\">Why monthly and not weekly?<\/strong> <p class=\"schema-faq-answer\">Monthly is frequent enough to catch allocation drift, log dividends while statements are fresh and track allowances through the tax year \u2014 and rare enough to keep perspective. Weekly checks mostly add noise: short-term moves dominate, and reacting to them is how avoidable mistakes happen.<br><\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1788199290775\"><strong class=\"schema-faq-question\">Do I need a portfolio tracker to use it?<\/strong> <p class=\"schema-faq-answer\">No \u2014 the checklist works with a spreadsheet, a tracker, or just your brokers&#8217; apps side by side. It structures the questions, not the tooling. If you track across several platforms, the data-refresh step is where a consolidated view saves most of the 20 minutes.<br><\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1788199310989\"><strong class=\"schema-faq-question\">Is it really free?<\/strong> <p class=\"schema-faq-answer\">Yes \u2014 one A4 PDF, no email, no signup. Print one per month and keep the completed sheets; a year of them is an honest record of what you decided and why.<br><\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1788199328023\"><strong class=\"schema-faq-question\">Is it UK-specific?<\/strong> <p class=\"schema-faq-answer\">The structure works anywhere, but the allowance slots are UK: ISA contributions against \u00a320,000, realised gains against the \u00a33,000 CGT exempt amount, and dividends against the \u00a3500 allowance (2026\/27 figures, refreshed each April).<\/p> <\/div> <\/div>\n\n\n\n<div style=\"background:radial-gradient(ellipse 70% 80% at 0% 0%,rgba(227,114,4,.8) 0%,rgba(227,114,4,.25) 40%,transparent 65%),radial-gradient(ellipse 60% 70% at 100% 100%,rgba(246,167,0,.5) 0%,transparent 60%),linear-gradient(180deg,#000814 0%,#001D3D 100%);color:#fff!important;padding:56px 32px!important;text-align:center!important;margin:48px 0;border-radius:16px;border:1px solid rgba(255,165,50,.18)\">\n  <div style=\"display:inline-block;font-size:11px!important;text-transform:uppercase!important;letter-spacing:1.5px!important;color:#001D3D!important;background:#FFCC33!important;padding:5px 12px!important;border-radius:4px!important;font-weight:700!important;margin:0 0 16px!important;line-height:1.4!important\">Private Wealth Copilot<\/div>\n  <div style=\"font-size:30px!important;margin:0 0 14px!important;letter-spacing:-.5px!important;color:#ffffff!important;font-weight:700!important;line-height:1.2!important\">Steps 1\u20136, without the 20 minutes<\/div>\n  <div style=\"color:rgba(255,255,255,.75)!important;margin:0 auto 28px!important;font-size:17px!important;max-width:560px!important;line-height:1.6!important;font-weight:400!important\">Avex AI runs the data refresh, performance, risk and\n     allowance checks automatically from your statements \u2014 parsed\n     locally, read-only by design. The monthly ritual becomes a\n     two-minute read.<\/div>\n  <a href=\"https:\/\/avexai.io\/contact\" style=\"background:#E37204!important;color:#ffffff!important;padding:14px 32px!important;border-radius:8px!important;font-weight:600!important;text-decoration:none!important;display:inline-block!important;font-size:15px!important;margin:4px 6px!important;text-transform:none!important;letter-spacing:0!important;border:none!important;box-shadow:none!important\">Request Early Access<\/a>\n  <a href=\"https:\/\/avexai.io\/#platform\" style=\"background:transparent!important;color:#ffffff!important;padding:14px 32px!important;border-radius:8px!important;font-weight:600!important;text-decoration:none!important;display:inline-block!important;font-size:15px!important;margin:4px 6px!important;text-transform:none!important;letter-spacing:0!important;border:1.5px solid rgba(255,255,255,.3)!important;box-shadow:none!important\">See the Platform<\/a>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Quick answer One honest 20-minute pass per month beats daily portfolio-staring. This free printable checklist walks the same seven steps every month \u2014 refresh your data, then check performance, risk, income, tax allowances and costs \u2014 so decisions get made once, calmly, with the numbers in front of you. No email required. What&rsquo;s inside 7 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":646,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_angie_page":false,"footnotes":"","_wp_rev_ctl_limit":""},"class_list":["post-644","page","type-page","status-publish","has-post-thumbnail","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Monthly Portfolio Review Checklist (Free PDF): 20 Minutes, 7 Steps<\/title>\n<meta name=\"description\" content=\"A printable 20-minute monthly ritual: refresh data, check performance, risk, income, tax allowances and costs \u2014 then decide once, calmly.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/avexai.io\/blog\/portfolio-review-checklist\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" 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Print one per month and keep the completed sheets; a year of them is an honest record of what you decided and why.<br>","inLanguage":"en-US"},"inLanguage":"en-US"},{"@type":"Question","@id":"https:\/\/avexai.io\/blog\/portfolio-review-checklist\/#faq-question-1788199328023","position":4,"url":"https:\/\/avexai.io\/blog\/portfolio-review-checklist\/#faq-question-1788199328023","name":"Is it UK-specific?","answerCount":1,"acceptedAnswer":{"@type":"Answer","text":"The structure works anywhere, but the allowance slots are UK: ISA contributions against \u00a320,000, realised gains against the \u00a33,000 CGT exempt amount, and dividends against the \u00a3500 allowance (2026\/27 figures, refreshed each April).","inLanguage":"en-US"},"inLanguage":"en-US"}]}},"_links":{"self":[{"href":"https:\/\/avexai.io\/blog\/wp-json\/wp\/v2\/pages\/644","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/avexai.io\/blog\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/avexai.io\/blog\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/avexai.io\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/avexai.io\/blog\/wp-json\/wp\/v2\/comments?post=644"}],"version-history":[{"count":5,"href":"https:\/\/avexai.io\/blog\/wp-json\/wp\/v2\/pages\/644\/revisions"}],"predecessor-version":[{"id":650,"href":"https:\/\/avexai.io\/blog\/wp-json\/wp\/v2\/pages\/644\/revisions\/650"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/avexai.io\/blog\/wp-json\/wp\/v2\/media\/646"}],"wp:attachment":[{"href":"https:\/\/avexai.io\/blog\/wp-json\/wp\/v2\/media?parent=644"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}