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Ultimate Dividend Portfolio Spreadsheet

:moneybag: Ultimately an essential - powerful - easy to use - dividend portfolio sheet. :moneybag:

:beginner: Features

  1. It’s extremely easy to use and easy for the eyes (or at least intended to). Add your transactions and :boom:

  2. Get started and setup in under 3 minutes.

  3. It’s 100% free! No subscriptions, no ads and no sign-ups.

  4. View and buy at any currency.

  5. Multiple accounts support.

  6. Wish List
    • Add the ticker and the value you wish to sell or buy and track if your wish came true with detailed information.
    • The row with the stock will go green when to Buy and red when to Sell.
  7. Portfolio - Portfolio Summary - Sectors Summary
    • All the information you need about all stocks in your portfolio.
    • Weight, Sector, Industry, Type, Currency, Exchange and more, all automatically populated displayed in graphs.
    • Hyperlinked taking you directly the provider for even more information out of the box.
  8. Transactions - Transactions Summary
    • This is where the magic lives. Add your transaction and track your actions.
    • Find by date range or stock.
  9. Dividend Income - Dividend Income Summary
    • Add the dividends you’ve received and track them in the summary.
    • Find by date range, stock or type.
    • Great for tracking dividend growth.

:beginner: Getting a copy

  1. Make a copy of the spreadsheet. If sharing, bookmarking or saving the link. Use this GitHub page as the copy link may likely change overtime.

    :bar_chart: Here is an example with my own portfolio for reference

    :bar_chart: Here is the blank template you need to make a COPY - this will create a copy to yourself on Google Drive!!!

  2. Install and authorize scripts. That’s necessary to give scripts access to your sheets. You will only need to do this once.

Don’t worry. This is open source. Google just wants to ensure you are aware a script will run.

:beginner: Instructions

  1. Check “Settings” sheet tab and choose your currency.

  2. Cells you should change and add your own values are light or dark YELLOW(ish).

    :warning: DO NOT edit any other cell. Everything else is automatically populated.

  3. You are ready. Start adding “Transactions” to see the magic happen.

    • Ensure - are actually 0.
    • You can add one transaction per stock with the average value paid if that’s preferable by you.

Tooltips :bulb:

Overrides tab - (Missing stock data in the “Portfolio”)

Sorting

Currency

Tips

Account view: If working with multiple accounts, double click cell A1 in the “Portfolio” tab to select between them.

Find: You can use ctrl f (cmd f on mac) to find for keywords in your sheet.

Too big or too small: Use ctrl - (cmd - on mac) to zoom out or ctrl + (cmd + on mac) to zoom in.

Hundreds of transactions to add: You’ll probably be alright adding the average price you paid for each stock in the Transactions tab. Unless you want a detailed summary, here is how:

Average Transactions Example

:beginner: Known issues

Please, please, please. Do not email me reporting these errors.

“#ERROR!” or “Loading…”

Use the menu at the top:

They are Google errors and seem to be related to cache. Google caches each cell and sometimes they get stuck. :neutral_face:

Stocks with double digits in its ticker symbol (i.e. from Germany with .DE). Disable by right-clicking and choosing unlink. If you know a setting to disable that by default, please let me know.

New issues and features

You are welcome to open issues and features here on GitHub.

:children_crossing: Just keep in mind I’m a busy dad full time worker and it may take some time for your wish to come true.


:white_check_mark: If you follow the rules you should have a smooth experience.


And if you found this helpful and appreciate the time put on this sheet, send your love by donating any amount to the kids piggy bank. Any amount won’t be unnoticed. If you like to give me some reference, I can then thank you personally.

By doing this you will be contributing to future updates and features. THANK YOU! :kissing_smiling_eyes:

https://paypal.me/srmarquinho https://paypal.me/srmarquinho

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Do you want to get a free stock share worth up to £100?

Create a Trading 212 Invest account using this link www.trading212.com/invite/FMJUCzLD and we both get a free share! It’s also commission free.


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:link: https://www.linkedin.com/in/srmarquinho/