Dividend Tracker Spreadsheet Google Sheets Excel | Stock Portfolio Tracker, Dividend Calendar, Investment Tracker, Passive Income Goal

See exactly what your dividends pay, every month.

This Dividend Tracker & Stock Portfolio is a ready-to-use spreadsheet for Google Sheets and Excel. Add each holding with today’s price and its yearly dividend, log your buys and sells, and Holdings shows shares, cost basis, value, gain, yield and yield on cost for every ticker. Log every dividend you receive, see monthly totals against last year, and the Dividend Calendar shows what every holding pays in every month. Goals tracks your monthly dividend goal, milestones and how much more to invest. Prices are typed in by you, so it works in Excel and Google Sheets without any add-ons. Type in the yellow cells; everything else is calculated for you.

▶ VIDEO TUTORIAL: see every tab in about a minute: https://youtu.be/qYaYrWaYr7s

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WHAT’S INSIDE (FULL VERSION, 8 TABS)
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• Start Here: quick setup guide
• Dashboard: portfolio value, total gain, dividends a year, yield on cost, received this year, monthly goal, this month, best holding, charts
• Holdings: up to 60 holdings with sector, account, price, dividend, shares, cost basis, value, gain, gain %, income, yield, yield on cost and weight
• Dividends: every payment received, with monthly totals, payment counts and the change vs last year
• Dividend Calendar: expected dividends for every holding in every month, plus expected vs received totals
• Transactions: every buy and sell with shares, price, fees and amount
• Goals: monthly dividend goal, progress, extra to invest, milestones and your portfolio value goal
• Setup: dividend goal, portfolio goal, sectors and accounts

A tab bar at the top of every page lets you jump between tabs in one click.

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YOU GET 4 FILES
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• Full version with sample data (see it working)
• Full version, blank
• Lite version (6 tabs: Start Here, Dashboard, Holdings, Transactions, Dividends, Setup) with sample data
• Lite version, blank

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HOW IT WORKS
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1. Download the .xlsx files after purchase.
2. Google Sheets: upload to Google Drive, open, then File > Save as Google Sheets.
Excel: open the file and click Enable Editing.
3. Fill in Setup (about 1 minute), add your holdings and buys, then log dividends as they arrive.

Works in Google Sheets (free) and Microsoft Excel (desktop and Microsoft 365). Not for Apple Numbers.

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LIFETIME UPDATES + FREE SMALL CHANGES
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Every improvement I make is yours for free: just download the files again from your Etsy purchases.
Need one small change? An extra column, your currency, more rows, a renamed category. Message me after your purchase and I will make it for you, free. I reply within 24 hours.

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PLEASE NOTE
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• This is a digital download. No physical item will be shipped.
• Prices are not live: you type them in when you check. Not investment advice.
• Due to the digital nature of the product, I do not accept returns, but message me and I will help with any issue.

Designed by Albina at HomeBizPaperwork. Built with the help of AI tools and my own scripts, then checked in Google Sheets before every release.