Cool Dividend Portfolio Spreadsheet

As long as you keep the transaction sheet up-to-date nearly everything else is automated.

Dividend portfolio spreadsheet. Just give me your version of dividend tracking spreadsheet. To create these 3 charts first I had to create three separate tables with the appropriate data. The inspiration and the general formulas came from the wonderful spreadsheet created here.

How to Use the Dividend Spreadsheet for Google Sheets The spreadsheet comes with an example stock from my portfolio Aflac as well as some sample purchases and dividend reinvestments. FYI if you do not want to go through the whole process of creating a new sheet from scratch adding formulas formatting it etc you can just go to the last section and download my own google sheet. To add a stock to the spreadsheet we need to copy the formulas from the new sheet into a blank sheet that will hold our transactions for this added stock.

For DRIP investors or passive income investors the best spreadsheet would be our very own Dividend Portfolio Spreadsheet. Ditch Your Dividend Spreadsheet The best dividend spreadsheet isnt a spreadsheet. With the Dividend Meter Google Sheets Add-on tool and Data Feed creating your own custom dividend tracking spreadsheet is easy.

For this Google Spreadsheet dividend portfolio template I created 3 charts to track Sector Diversification Accounts Breakdown and Dividend Income Breakdown. 183 rows The dividend portfolio spreadsheet auto calculates the stock price dividend. The only thing you have to do to make this sheet work is add a ticker to column B and enter your dividend income in worksheet Income by date ticker and the amount youve received.

I like charts because they give good visual summaries. Our Google spreadsheet also splits your stock portfolio into pies by sector so you can see value dividends accounts making it easier to analyze where you need to diversify. Best of all its free.

Then you can use it to do dividend tracking of your own portfolio. Here are the other benefits of using an investment tracking spreadsheet. The hardest part of the this spreadsheet was automating dividend income as most platforms have a.