Dividend Portfolio Tracker

We've been developing a dividend portfolio tracker for the last few months.

Creating Your Own Dividend Portfolio Tracker

Shortest steps:

1. Have a quick look at this page.
2. Copy the Google Sheet (linked below).
3. Enter your positions in the blue cells. You can copy and paste in from prior versions.
4. Click the red box to check it. It turns green and you'll see a small prompt to "allow access" so it can import the dividends.

We redesigned the system to eliminate the need for scripts.

We also demonstrated the process with a YouTube video. It's less than 40 seconds and shows exactly what we did to set up a copy of the sheet.

• Click here for the YouTube video

What You'll See

This is how the Dividend Portfolio Tracker looks when you start:

Once you fill in more shares (in the blue cells), it may look like this:

Then you're going to check that red box on the left. Just click it or tap it once.

That will cause the box to turn green and the sheet to ask for permission to get external data:

Notice the yellow bar at the top of the sheet now? You'll need to click "allow access", which is all the way on the right. That's the sheet saying it needs to be able to access dividend data.

Once you click "allow access", it looks like this:

You'll only have to click "allow access" once for each version of the sheet. When there are new versions, you'll get a prompt to click it again.

Get Your Copy of The Dividend Portfolio Tracker

Click here to make your copy.

Why We Built The Dividend Portfolio Tracker

There are so many investors looking for a Dividend Portfolio Tracker. Most products simply take far too long to set up. This one only takes a few minutes.

There will be updated versions occasionally as we find ways to further enhance the features. This new versions replaces our older version. You can simply copy and paste your positions from the older version to the new version.

Improvements to The Dividend Portfolio Tracker

A few big improvements:

1. We overhauled major parts of the back end to eliminate the need for scripts.
2. Speed has been vastly improved.
3. Dividend history is supported for many additional shares.
4. Annual rates are calculated for more shares.
5. Members don't need to click a button to keep the tool running.
6. The limit on positions has been increased again.

Please feel free to share the video (or this post) to friends so they can make their own copy. This post is not paywalled.