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ACTUAL PRODUCT PREVIEWDividend & Stock Portfolio Tracker
See exactly what your dividends pay, every month.
Secure purchase through Etsy. Check the listing for current availability, included files and purchase instructions.
Take a closer look ↓What can Dividend & Stock Portfolio Tracker help you do?
This Dividend Tracker & Stock Portfolio is a ready-to-use spreadsheet for Google Sheets and Excel. Add each holding with today’s price and its yearly dividend, log your buys and sells, and Holdings shows shares, cost basis, value, gain, yield and yield on cost for every ticker. Log every dividend you receive, see monthly totals against last year, and the Dividend Calendar shows what every holding pays in every month. Goals tracks your monthly dividend goal, milestones and how much more to invest. Prices are typed in by you, so it works in Excel and Google Sheets without any add-ons. Type in the yellow cells; everything else is calculated for you.
Who is it for?
Designed for investors keeping their own portfolio records. Use the preview to check whether the screens and level of detail fit the way you prefer to work.
What's inside.
- Start Here: quick setup guide
- Dashboard: portfolio value, total gain, dividends a year, yield on cost, received this year, monthly goal, this month, best holding, charts
- Holdings: holdings with sector, account, price, dividend, shares, cost basis, value, gain, gain %, income, yield, yield on cost and weight
- Dividends: every payment received, with monthly totals, payment counts and the change vs last year
- Dividend Calendar: expected dividends for every holding in every month, plus expected vs received totals
- Transactions: every buy and sell with shares, price, fees and amount
- Goals: monthly dividend goal, progress, extra to invest, milestones and your portfolio value goal
- Setup: dividend goal, portfolio goal, sectors and accounts
Real screens. Clearer decisions.
Explore the supplied product previews. Example data illustrates the layout; your own entries will be different. Select an image to view it at full size.
Dashboard
Dashboard: portfolio value, total gain, dividends a year, yield on cost, received this year, monthly goal, this month, best holding, charts
Goals
Goals: monthly dividend goal, progress, extra to invest, milestones and your portfolio value goal
Holdings
Holdings: holdings with sector, account, price, dividend, shares, cost basis, value, gain, gain %, income, yield, yield on cost and weight
Dividends
Dividends: every payment received, with monthly totals, payment counts and the change vs last year
A walkthrough from Albina.
Dividend Tracker Spreadsheet Tutorial: Portfolio, Yield on Cost & Calendar (Google Sheets & Excel)
Loads YouTube when you press play. Watch on YouTube
Before you make it yours.
A simple way to get started
- Review the screenshots and included tools to check the template fits your workflow.
- Open the matching Etsy listing to confirm the current version, compatibility and what is included.
- After purchase, follow the supplied setup instructions. Start with a small set of your own records and review the results.
Good to know
- Prices are not live: you type them in when you check. Not investment advice.
- Check the Etsy listing for included files and supported spreadsheet software before purchase. Enter your own information and review calculated results before relying on them.