Portfolio & Dividend Tracker

A Google Sheets tracker for stocks and ETFs. Live prices, dividends by month and by ticker, realised and unrealised return, and your best and worst performers — in USD, EUR or GBP.

[v10.1 · Released August 26] Supports USD, EUR & GBP

The Portfolio & Dividend Tracker is a Google Sheets file you copy to your own Drive and fill with your holdings. It pulls prices in, works out what you have made and what you have been paid, and puts both on one dashboard.

It is built for people holding a mix of stocks and ETFs across more than one broker, who want the numbers in one place instead of in four broker apps.

What the dashboard shows

Eleven figures across the top, updated as prices move:

• Portfolio value, with the change year to date

• Cost basis and total deposits

• Market return, in cash and as a percentage

• Total return, including dividends

• Day return, in cash and as a percentage

• Realised gain on positions you have closed

• Dividends received, and the number of holdings

Below that: progress against a yearly target you set yourself, your stocks-versus-ETFs split, a pie of holdings by ticker, and monthly and yearly performance.

Dividends, and what each holding actually did

Dividends are broken out three ways — by ticker, by month and by year — next to a per-ticker performance bar. It is the quickest way to see which holdings are paying you and which are only promising to.

Concentration you can see

Two pies: one by sector, one by holding. Concentration is easy to miss when you add positions one at a time, and obvious the moment it is drawn.

What else is in it

• Prices that work outside the US — US tickers price from Google Finance, and European listings price too, including UCITS lines on the London, Amsterdam and German exchanges. Getting European tickers to return a price at all is the thing most spreadsheet trackers cannot do.

• Dividend calendar — what landed and when, so you can see which months are thin before they arrive.

• Best and worst performers — today and since you bought, side by side. The second column is the one that matters, and most trackers leave it out.

• Market status — the S&P 500 over a period you choose, so your own numbers have something to sit against.

• Multiple portfolios in one file — separate strategies, or one per broker, without a second copy of the sheet.

• Mobile dashboard — a layout meant for a phone, not a desktop sheet pinched down.

• Three currencies — USD, EUR and GBP, which matters if you hold across more than one exchange.

What you need

A free Google account. No Excel licence, no subscription and no monthly fee — you buy it once and the file is yours.

Who is this tracker for?

The Portfolio & Dividend Tracker is designed for self-directed investors who want to record and review stocks and ETFs held across more than one broker. It is especially useful if your portfolio includes European-listed ETFs or holdings priced in different currencies, and you want to review portfolio value, investment returns and dividend income in one Google Sheets dashboard.

What you get after purchase

A PDF with step-by-step instructions and a link to the tracker. Open the link, copy the sheet to your own Drive, and start entering holdings. The email arrives as soon as the payment clears, and the download link is valid for seven days, so save the file.

The same email carries your personal access key. The setup guide shows where it goes in the sheet — it is what lets your European listings price. It does not expire.

More on why tracking your own performance matters here.

Frequently Asked Questions

Can I use the tracker for European UCITS ETFs such as VWCE or SXR8?

Yes. The tracker supports European-listed securities, including UCITS ETF listings on exchanges such as Xetra, London and Amsterdam. Examples include VWCE.DE, SXR8.DE, SPYY.DE and VWRP.L. The exact ticker and exchange suffix matter, so use the listing format shown in the setup instructions. European price support is enabled using the personal access key supplied after purchase.

Does the tracker support stocks and ETFs held with different brokers?

Yes. You can record holdings from more than one broker in the same Google Sheets file and use separate portfolios to organise accounts or investment strategies. The tracker consolidates the information you enter; it does not automatically connect to your broker accounts.

Does it track dividends as well as portfolio performance?

Yes. It records dividend income and presents it by ticker, month and year. The dashboard also shows portfolio value, cost basis, market return, total return including dividends, daily return and realised gains on closed positions.

Which currencies does the tracker support?

The tracker supports USD, EUR and GBP. You can use it to review holdings across markets and currencies in one workbook. Check the instructions for how the display currency and individual listing currencies are handled.

Are the prices real-time?

Prices are refreshed through the trading day, but they are indicative and may be delayed. The tracker is intended for portfolio record-keeping and performance monitoring, not as a live trading quote or execution service. Always check your broker for the price available when placing an order.

Do I need Excel or a paid Google account?

No. The product is a Google Sheets template. A free Google account is sufficient; you do not need an Excel licence or a monthly subscription.

Does the tracker place trades or connect to my broker automatically?

No. It is a spreadsheet for recording and monitoring your investments. You enter and maintain your holdings and transactions in the sheet. It does not place trades or automatically import transactions from broker accounts.