Investing Spreadsheets


1) Dividend Stock Portfolio Spreadsheet on Google Sheets
This is the same one I use for my personal account.

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.

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).

These spreadsheets are free and will always be available for free. However, if you find them useful, please consider donating to support my coffee fund and hosting costs. Thanks!





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

6 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?


  2. Jason Cortez says:

    In regards to the dividend stock portfolio spreadsheet, I’m having a difficult time populating the spreadsheet. Under transactions tab, if I use “buy” under column B, then divcalendar and summary tabs are empty, but the portfolio tab is accurate. If i use “div” under column B (vice buy), then the divcalendar and summary tabs are accurate but the portfolio tab is inaccurate. Please help
    Jason Cortez recently posted…Why Long-Term Investors Should Consider Dividend Stocks – Guest PostMy Profile

  3. Shingai says:

    I like your Options Tracker google sheet. What if I just to see a percentage gain or loss without it being annualized, is it possible to add another column. Most of my trades are day and swing trades in options. The annualized one doesnt really show me the true percentage gains or losses. Hopefully you can assist. Is it possible to also add a weekly tracker which shows which days are most profitable, for example selling on Mondays, vs Tuesday or any other day. Meaning if I can see the breakdown in the month, maybe I can also see the same in terms of days.

  4. Sam says:

    There is an error in your Dividend portfolio tracker, portfolio tab: Column G, Div/0

  5. Chris Brown says:

    Hello! I’m curious what do you think about investing those 350k over time instead?

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