More details about the new Dividend Stock Portfolio Spreadsheet
Over about the past week I’ve been working on a few big updates to my dividend stock tracking spreadsheet. It is now up to version 5. It is more automated and faster than ever. No more waiting for N/A’s or Loading…
I used the amazing resources available on Kyith’s website, Investment Moats, to learn how to do this.
To add these features to your own spreadsheet, add these functions to your script editor within your Google Sheets spreadsheet (Tools > Script editor). You can also grab a copy of my latest spreadsheet and start using it yourself. If you are a current user of an older version of my spreadsheet, getting started with the new version is as simple as copying the stock name and symbols from the Portfolio sheet and copying over the Transaction data.
Yahoo Finance recently stopped working (November 2017). In order to maintain the financial lookup capability of the spreadsheet, I have switched over entirely to the free service provided by IEX for US stocks. For more information on how I integrated that API into my dividend tracking spreadsheet, please see the post here: Replacing Yahoo Finance with the IEX API in Google Sheets
International stocks, such as Toronto-Dominion, TSX:TD, will also work through the Alpha Vantage API. Dividend amounts will still have to be manually entered since that data is not yet available. Please see Step 3 of this page for more information.
I also completely revamped my page explaining how to set up your own dividend portfolio spreadsheet. I was getting a lot of the same questions. This should provide a great walk through on the best way to get started.
Click here to read about the new and improved Dividend Stock Portfolio Spreadsheet for Google Sheets