Dividend Portfolio Tracker Spreadsheet, DRIP Log, Income Goals (Google Sheets/Excel)

5 QUICK ANSWERS BEFORE YOU BUY

1. What software do I need?
A free Google* account for Google Sheets* in any browser, or Microsoft* Excel* 2016, 2019, 2021 or Microsoft* 365 on PC or Mac*. Both versions are included, with no add-ons or subscriptions.

2. Can I track several accounts and currencies?
Yes. Account names use an editable dropdown (Taxable Brokerage, Roth IRA, Traditional IRA, 401(k), HSA, Other) and each holding can be tagged USD, EUR, GBP, CAD or AUD. Number formatting displays in USD by default and is fully restylable since nothing is locked. You can add holding rows without breaking formulas.

3. Does it work on mobile?
Yes. The Google Sheets* app on iOS or Android syncs in real time across phone, tablet and desktop, and the .xlsx opens in the Excel* mobile app.

4. What if I break a formula?
Input cells and formula cells are color-coded so you always know where to type. If something goes wrong, your purchase includes unlimited re-downloads plus a one-click copy link that pulls a pristine Google Sheets* copy to your Drive in seconds.

5. Do I need advanced spreadsheet skills?
No. All 1,164 formulas, charts and lookups are already wired. Log tickers, share counts and purchase prices once and every calculation and chart updates automatically.

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Your brokerage app shows you a balance. It does not show you the month your dividends finally cover the mortgage.

The Dividend Portfolio Tracker by ProFormaGRID consolidates every account into one command center: annual income, yield on cost, a 12-month payout calendar, dividend safety flags, a DRIP reinvestment ledger and an Income Goals engine that tells you the exact month your passive income hits your target. Nine tabs, 1,164 formulas, in Google Sheets* or Microsoft* Excel*.

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WHAT'S INSIDE (9 CONNECTED TABS)

• Dashboard: Total Portfolio Value, Annual Dividend Income, Portfolio Yield and Yield on Cost cards, plus income projections, sector weights and allocation charts.
• Quick Start: how data flows between tabs and how to populate your portfolio in under ten minutes.
• Holdings: ticker, company, sector, account, shares, cost basis, price, market value, unrealized gain/loss, weight, forward dividends, yield on cost and an automated Payout Safety Flag (Safe / Watch / Risk).
• Dividend Calendar: a 12-month cash-flow grid mapping monthly, quarterly, semi-annual and annual payouts so you see dry spells and peak months.
• Growth & Safety: 1-, 3- and 5-year dividend growth, payout ratios, consecutive-increase streaks, and automatic Aristocrat and Achiever tags.
• DRIP Log: fractional shares acquired, reinvestment prices and cumulative compound yield, your snowball made visible.
• Transactions: buy, sell and deposit ledger that reconciles cash and updates cost basis automatically.
• Diversification: sector and account exposure against concentration thresholds.
• Income Goals: set a monthly passive-income target and growth rate and see the month and year you get there.

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WHY INCOME INVESTORS TRACK WITH THIS

• Know your real yield on cost, not the app's headline number.
• See which months pay and which do not, before you plan around them.
• Catch a dividend cut early with automated safety flags.
• Watch the snowball. The DRIP Log shows compounding happening.
• Keep your data yours. No brokerage logins, no third-party sync, no monthly fee.

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WHO THIS IS FOR

• Dividend growth investors focused on long-term compounding
• FIRE community members building recurring cash flow
• Retirees and pre-retirees living on portfolio income
• Systematic DRIP investors across multiple accounts

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WHAT YOU RECEIVE (INSTANT DIGITAL DOWNLOAD)

• Google Sheets Download Link PDF with a one-click copy link
• Microsoft* Excel* workbook (.xlsx)
• Illustrated Instructions PDF including how to resize cells without breaking formulas
• 9 interconnected tabs with 1,164 native formulas
• Multi-account and multi-currency tagging
• Templates arrive blank and ready for your holdings

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HOW IT WORKS

1. Complete your purchase and open your files from the Etsy* purchases page (the download link is also emailed to you).
2. Open the Excel* workbook on your computer, or open the Google Sheets Download Link PDF and click the link to make a private copy in your own Google Drive*.
3. Follow the Instructions PDF and the guide tab inside the workbook, type your numbers into the input cells, and watch the dashboard fill in.

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SUPPORT AND OUR PROMISE

Questions before or after you buy? Message ProFormaGRID through Etsy* and you will get a prompt, friendly reply. If something is not working the way it should, we will help you fix it. You can re-download your files any time from your purchases page.

Explore the full collection of ProFormaGRID templates at ProFormaGRID.com

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LICENSE AND LEGAL

Instant digital download; no physical item will be shipped. This template is not made to order. Licensed for personal use. Please do not resell, redistribute, share or recreate this workbook in whole or in part. Copyright ProFormaGRID. All rights reserved.

This template is an educational planning tool, not financial or investment advice.

*Google Sheets, Google Drive and Google are trademarks of Google LLC. Microsoft, Excel, Windows and Microsoft 365 are trademarks of Microsoft Corporation. Mac, iPad and iPhone are trademarks of Apple Inc. Etsy is a trademark of Etsy, Inc. ProFormaGRID is an independent shop and is not affiliated with, endorsed by or sponsored by any of these companies.