There are a few tools out there that allow you to manage and track your investment portfolio as well as earned dividends. My dividend tracker spreadsheet is but one example, using Google Sheets. But not everyone wants a spreadsheet to keep tabs on their investments, which is where a service like Digrin comes into play. I’m going to compare my tracker to Digrin.
Cryptocurrencies may be a joke to you, but there’s no escaping the fact millions of people are actively trading digital currencies and even governments are starting to take note. If you’re accumulating some Bitcoin or are using digital currencies to store some wealth, I’ve added the ability to track cryptocurrencies in the Dividend Tracker.
I’ve done the unthinkable. I’m now launching a new template to go alongside the existing Canadian, EU, UK, and U.S. templates for my dividend tracker. If you live in Poland and want my spreadsheet converting everything to the Polish złoty, you’re in luck.
Converting currency is difficult, but this task is made more difficult with my dividend portfolio tracker spreadsheet, which appeared to be converting currencies twice. This didn’t have an impact on the main market tabs, only the main summary view for the charts.
Having the spreadsheet dividend tracker calculate just how much weight you have in each of your stock holdings is handy to better diversify your portfolio. This is how it’s supposed to work, but that depends solely on me getting the formulae working to make it all happen. Unfortunately, I broke the said formulae in a recent update to the UK template.
Being able to see how your portfolio is performing with unrealized gains is one thing, but taking into account your earned dividends is something else. We’re focusing on passive income, so it makes sense to take a quick peek at how you’re doing with both the market and income generated thus far. My dividend tracker doesn’t do this just yet but update 0.9 changes the game.
I may have messed up the formulas that calculate all the values on the summary tab. This then provides incorrect figures that do not match up with what’s in your portfolio. After making a few edits to the spreadsheet dividend tracker with update 0.7, it seems as though Google automated some alterations to these working formulas and I didn’t spot them.
I’m still looking to add some small touches here and there to the dividend tracker. I originally planned this 0.7 update to be one that added a feature, but it’ll also be used as a means to roll out a fix to the UK template of the tracker.
This is a quick update for the dividend tracker, bringing the version up to 0.6. This release includes a quick fix for an error I made when calculating the dividend yield on cost of the stock. I made the mistake of incorrectly calculating this metric, which makes it all look messy.
Coming up in this dividend tracking spreadsheet update release, we’ll be updating the transactions tab to handle holdings in both GBP and GBX. For now, the spreadsheet isn’t smart enough to tell the difference between UK stocks in £ and p, but all that’s about to change.