Ultimate Dividend Portfolio Tracking Spreadsheet
Spreadsheet to calculate Dividend Portfolio Returns using Dollar Cost Averaging to Calculate Capital Gains and Investment Returns
*** Digital Download: Apple Numbers and Google Sheets ***
This chart is ideal for investors that want to track a long term investment portfolio and reinvest the dividends in an easy to enter way.
This spreadsheet tracks each individual stock in a portfolio and runs a dollar cost averaging to calculate capital gains and return on investment.
The spreadsheet has 4 sheets:
• Summary - that compares the entire stock portfolio and gives an expected dividend return based on the current number of shares.
• Deposit ledger - Tracks deposits and withdrawals to keep a tally of the original invested amount.
• Instructions - Detailed instructions on how to read and enter information.
• Stock Holdings - It is set up to track up to 104 stocks per portfolio but can be expanded easily if necessary.
*** Enter Values into cells that have a WHITE background colour only ***
There are three downloads for this purchase.
The pdf has links to google drive where the USD and CAD spreadsheets can be copied.
The Numbers files are for Apple users only and there is both a USD and CAD version of the same file.
Check out the video demo here: