Investing Spreadsheets

Over the years I’ve created, borrowed, modified, and transitioned into use on Google Sheets, many investing spreadsheets. These mostly focus on dividend investing, but shortly there will be a couple spreadsheets released with a focus on options.

To see all my templates, please visit my spreadsheets’ templates page at Google.

Please click the links below to be taken directly to a more detailed look at each of them:

1) Dividend Portfolio Tracker with Transactions Page
This is the same one I use for my personal account. This is also the best one to use for stocks traded in US Dollars.

2) International Dividend Portfolio Tracker with Transactions Page
I’ve had a number of people ask me to include support for foreign currencies. This is that effort. The current release is based off of the Dividend Portfolio Tracker version 3.1.2.

3) Options Tracker Spreadsheet. This spreadsheet provides a simply way to keep track of profits/losses from buying and selling puts and calls.

4) Investing Formulas for Google Sheets
For references to the importXML and importHTML formulas that I used in my spreadsheets please visit this link.

5) Dollar Cost Averaging 30-Year Model
This template gives you the ability to project anticipated value of a stock over a 30 year period if dividends are reinvested and allows for factoring in additional monthly, quarterly, or annual contributions. Great for tracking scenarios where dollar cost averaging would be advisable, such as with frequent contributions to an Individual Retirement Account (IRA) or a dividend reinvestment plan (DRIP).

6) DRIP Spreadsheet
This template provides the framework for tracking a stock owned in a dividend reinvestment plan (DRIP). Also, includes a sheet which projects anticipated value of a stock over a 30 year period if dividends are reinvested.

*** These spreadsheets are solely for entertainment purposes. Please don’t rely on them for any official/ tax-related functions. ***

2 Responses

  1. Michael Vavra says:

    Cannot open your dividend calendar on Google Drive / Macintosh Nothing will open
    the exe file ? Help

    • scott says:

      Hi Michael,

      Do you mean the dividend calendar sheet that is part of the dividend portfolio tracking template? There is no exe file involved… What issues are you having? Any error messages?


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