Portfolio & Dividend Tracker

[vB1.2 Release Date: January 25] Supports USD, EUR & GBP

–> Best works with US Stocks & ETFs <–

Introducing the Ultimate Portfolio & Dividend Tracker for Google Sheets – your comprehensive solution for effortlessly managing and optimizing your investment portfolio. Whether you’re a seasoned investor or just starting out, this versatile tool offers detailed insights into your stocks and dividends, empowering you to make smarter, data-driven decisions.

Included Dashboard/Features:

Portfolio Dashboard
Get a comprehensive overview of your portfolio status with the Portfolio Dashboard. Monitor up to three different portfolios simultaneously, tracking essential metrics like total portfolio value, current gains/losses, and percentage allocation across your holdings.

Dividend Dashboard
Gain a clear perspective on your dividend performance with the Dividend Dashboard. Track key dividend information such as daily, monthly, and yearly dividend income, along with important metrics like dividend yield and yield on cost. This dashboard helps you stay on top of your passive income streams.

My Portfolio
Access detailed information about all your current assets in one place. The My Portfolio section provides a complete breakdown of your holdings, allowing you to easily manage and analyze your investments.

Dividend Calendar
Stay organized with the Dividend Calendar, a visual representation of dividends received per asset, per year, and per month. This feature ensures you never miss a payout and helps you track dividend income over time.

Closed Positions
Keep a record of all closed positions in the Closed Positions section. This feature allows you to review past investments and analyze performance after positions have been sold.

Transactions
Log all your financial activities in the Transactions section. Record deposits and dividends with ease, ensuring that all transactions are accurately tracked for future reference.

Data Section
Monitor the monthly performance of each portfolio separately in the Data section. This area allows you to log key performance data each month, giving you an in-depth view of how each portfolio is performing over time.

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What You’ll Receive After Purchase:
Upon purchase, you’ll receive a PDF guide with step-by-step instructions on how to access the tool. The PDF includes a link to the Google Sheets tracker, allowing you to start managing your portfolio immediately. Take control of your investments today with this powerful, easy-to-use portfolio tracker!