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Dividends

Use my dividend tracker to monitor your portfolio

Keep track of your entire dividend investment portfolio with my free tracker!

The dividend tracker I use on a daily basis was created from scratch, using the excellent spreadsheet from Investment Moats as inspiration. Whether you have a single portfolio or a few spread across different brokerages, this tracker will aid you in keeping everything logged with the ability to dive in and check out some graphs.

I’ve been working hard on creating a few templates. These differ in that the base currency is localised for that specific market. If you happen to be located in the UK and wish to track everything using GBP, you’ll want the UK edition. The same goes for the US, Europe, and Canada. It’s easy to create your own base currency edition for another market too. (I’ll whip up a guide for that later.)

The goal with this dividend tracker is to keep tabs on all the dividend payouts that hit your portfolio. Not only that, but we’ll be tracking all your transactions, including sales, purchases, stock splitting, and more. This allows the summary page and accompanying graphs to showcase history and performance.

Give a template a try and let me know what you think. It’s completely free of cost, so all I ask is that you return the favor by sharing my blog (or the tracker page directly) with anyone who you think will find it useful. I’d greatly appreciate it.

By Rich Edmonds

Rich creates content for the top Windows-focused publication, but by night he tries to make his money work for him and rambles far too much here.

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