Dividend Portfolio Tracker
For years I experimented with countless Apps/Websites and Recommendations in order to keep on top of my Dividend Portfolio.
After several costly subscriptions and attempts I came to the conclusion that there just wasn’t a product out there that was customisable enough to meet my needs.
So I made one myself.
A one-stop tracker that lets me keep track of my Portfolio and gives a breakdown of my Dividend income all in one place.
Suitable for both beginners and experienced investors - I have personally used this spreadsheet for years to keep track of my holdings.
Once populated the Sheet provides 24/7 access to a summary of your Portfolio and Dividend Earnings, including:
- Space for 44 Stocks to be added (and instructions on how to add more if needed)
- Completely customisable
- Subheadings that allow you to group Stocks according to Classification
- Instantly tallied income for all Stocks once populated
- Breakdown of Dividend earnings per year, quarter, month and day!
- Separate tab to measure earnings breakdown for upcoming purchases
- Fully editable with instructions and formula included
- No monthly fees - just a one-off payment for $5!