Keep Track of All Your Investment Accounts in One Place. This spreadsheet will split your portfolio into pies by sector, allocation, accounts, annual income and more, making it easier to analyze and decide your next actions or where you need to diversify. Key statistics at a glance with beautiful charts and graphsĮasier to Analyze/ Decide Your Next Actions. With 1 click, change the currency in the portfolio to 1 of 5 currencies currently available (AUD, CAD, HKD, SGD, USD) Type in the stock ticker and the spreadsheet will automatically track current stock price, dividend payments, dividend yields, yield on cost, total position gains (in $ and percentage), ownership %, cost basis, total shares owned, industry information, today's change, annual income from dividendsĪutomatic Currency Conversion. Just input your starting capital and trade transactions, and let this spreadsheet work its magic.Īutomatic Data Fetching. This spreadsheet is designed with as minimal input from user as possible and as user friendly as possible. We love hearing from you!Įasy to Use and Maintain. In case you have any further questions, feel free to shoot us an email or check out our blog and videos.

We know spreadsheet this size can be intimidating, so we include easy-to-follow instructions in the files. This stock tracker is made using Google Sheets so you can track your portfolio from your PC or any of your smart devices anywhere without being worried of losing your data. We have been using and working on this portfolio tracker spreadsheet for years now and it is designed to be as automated as possible with minimal input from the user. Say hello to better stock portfolio management!

Weighted average cost of capital (wacc)Īutomated stock investing portfolio dividend tracker spreadsheet.

International financial reporting standards (ifrs).

Dividend tracking spreadsheet excel