Tagged: google sheets

27

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...

13

Automatic Estimation of Monthly Dividends for Google Sheets

Version 4.1 of my Dividend Stock Portfolio Tracker with Transactions Page was just released today. 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 displayed: The...

27

Automated Dividend Calendar

I just released the latest update (version 3.5) to my Dividend Stock Portfolio Tracker with Transactions Sheet. The latest version automates the Dividend Calendar, which a few people have been asking for. The Dividend Calendar is just a table showing you at a glance when all your dividend paying stocks...

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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. If you are logged into Google you may preview the template directly. Otherwise, please visit my templates page at...

7

“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...

26

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...

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Dividend Stock Portfolio Tracker with Transactions Page

An international version of this dividend tracker with support for multiple currencies is now available. To see a list of all my spreadsheets, including a 30-year dollar cost averaging model, click the Spreadsheets tab at the top of the page. 1. Dividend Portfolio Tracker with Transactions Page (revision history) For...