Dividend Stock Portfolio Tracker

WHAT IS IT?

Best stock portfolio tracker for dividend growth investing, value investing or growth investing.

The currency shown in the template is CAD.

Tracking supports CAD stocks and US stocks. (Dividend data supports CAD only)

Track your stocks all-in-one place. See your gains and losses. Track your dividends income, monitor your Watchlist and more.

This spreadsheet is fully interactive, customizable and has a clean design.

Include everything to help you grow your portfolio and take pertinent decisions. All you have to do is to fill the grey cell, and everything else is calculated automatically :)

FEATURES:

-8 tabs:

1. DASHBOARD
2. SUMMARY
3. TRANSACTIONS
4. CHART DATA
5. DIVIDEND TRACKER
6. DIVIDEND CALENDAR
7. DIVIDEND DATA
8. WATCHLIST

-Monitor your stocks portfolio

-Track stock purchase by transactions

-Transactions compatible include purchase, sale, dividend and stock splits

-Aggregate transactions to individual stocks

-Aggregate individual stocks into a portfolio

-Track dividends

-Monitor watchlist

HOW IT WORKS:

1. Purchase: Instant Download

2. Download the ZIP file to access the template

3. Read the instructions in the first tab

4. Copy the Spreadsheet and start planning

THINGS TO CONSIDER:

1. This is a Google Sheet Spreadsheet

2. This is an instant download and no physical product will be shipped to you

3. No refunds, exchanges, or cancellations

4. Our templates are for personal use only. You may not resell, share, or distribute any of the files