More Dividends – Investment Tracking Spreadsheet

More Dividends - Investment Tracking Spreadsheet

Version 1.5
Download 42
Total Views 205
Stock
File Size 23.14 KB
File Type xlsx
Create Date 06/08/2019
Last Updated 06/16/2019
Download - Investment Tracking Spreadsheet



Included in this file is 3 separate sheets. The first 2 are just like the ones used on More Dividends Portfolio page.

There are 4 fictitious companies listed for examples. It will show you how the format looks as well as how the formulas will work for you.


Portfolio of Stocks

Here we have the first sheet which is the Portfolio of Stocks. On this sheet you can list your stocks, quantity, cost basis, current value and dividend per share. When you input this information the spreadsheet will calculate all of the other values for you. It will allow you to monitor your portfolio.

When I apply this formatted spreadsheet on to Google Sheets I have it automatically update my current price so that it is always up to date when I look at it.

More Dividends - Investment Tracking Spreadsheet - Sheet 1


Dividend Income

Here we have the second sheet which is the Dividend Income. On this sheet it imports the data from the Portfolio of Stocks. It calculates your projected dividend income based on your number of shares and the dividends paid per share.

More Dividends - Investment Tracking Spreadsheet - Sheet 2


Charts&Graphs

This is a new sheet in version1.5. The information is automatically populated on this page from the Portfolio of Stocks and Dividend Income Pages.

More Dividends - Investment Tracking Spreadsheet - Sheet 3

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