Tagged: spreadsheet

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...

90

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...

451

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...

0

Update to Dividend Tracker Spreadsheet

I recently read about a cool thing that Passive Income Pursuit was tracking on his portfolio. It is keeping track of the payback period for his dividend stocks. He talks about it on his blog here. Essentially, it just calculates the percentage of invested capital that has been returned as...

0

DRIP/DCA Spreadsheets

The DCA spreadsheet is based off the template available here: The DRiP Investing Resource Center – Tools Dollar Cost Averaging Calculator 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,...