Tagged: google sheets

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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…   Update #1 The major feature of this update...

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Dividend Stock Portfolio Spreadsheet on Google Sheets

Welcome! Thanks for wanting to learn more about my Dividend Stock Portfolio Tracker on Google Sheets. Advantages: Simple and easy to use Lives on Google Sheets, allowing your portfolio to be saved automatically and available on any of your devices Majority of functions are automated Includes a transaction sheet to...

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Options Tracker Spreadsheet

If you follow Options Hunting you’ll know that I’ve been working on a spreadsheet to track options. Version 1.0 is now complete. It currently works for selling covered calls, selling cash secured puts, and selling naked puts. It will also work for selling naked calls, but I haven’t worked out...

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Automatic Estimation of Monthly Dividends for Google Sheets

Please go here to get the latest version of this spreadsheet: Dividend Stock Portfolio Spreadsheet on Google Sheets On my personal dividend portfolio I have a dividend calendar updating automatically as dividends are recorded on the transactions sheet. Here’s what it looks like with only the last couple dividend paying stocks...

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Automated Dividend Calendar

The Dividend Calendar is just a table showing you at a glance when all your dividend paying stocks pay out their distributions. Here’s what an older version of the Dividend Calendar looked like: On the old version you had to manually type in the dividends as you received them. I...

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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 my Dividend Portfolio Tracker version 3.1.2. Click here to access International Dividend Portfolio Tracker spreadsheet You’ll have to click File > Make a copy… in...

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“Clean” Version of Dividend Portfolio Tracker

I’m excited to let you guys know about an update to my dividend portfolio tracker. I’ve had a few people ask for my help in editing the spreadsheet to get their own stocks to show up. In helping these people, I realized how difficult it can be to get everything...

0

Transactions Sheet in Dividend Portfolio Tracker

The major December 2014 update to my Dividend Portfolio tracker added the ability to track stocks and dividends via individual entries on a transactions sheet. Some commenters were asking about how to add new trades on my old version and, I agree, it was not intuitive. In fact, it was...

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Investing Formulas for Google Spreadsheets

The page describing my portfolio spreadsheets was getting a little confusing with all the formulas. To simplify things I’ve decided to pull all the importxml and importhtml formulas that I’ve used over the years to retrieve such data as dividend yield, latest stock price, 5-year dividend CAGR, etc into this...