Portfolio & Dividend Tracker
Find the latest Portfolio and Dividend Tracker version on Travel & Invest Blog Shop.
[v7.3 Release Date: October 24] Supports USD, EUR & GBP
Find more information including a detailed description of the tool and a discount code in my Blog.
Introducing the Electronic Portfolio Tracker for Google Sheets – your all-in-one solution for seamlessly managing and optimizing your investment portfolio. Whether you're a seasoned investor or just starting out, this powerful tool is designed to provide you with comprehensive insights into your stocks and dividends, empowering you to make informed decisions.
Key Features:
- Holistic Portfolio Tracking: Effortlessly monitor your stock investments with our user-friendly dashboard. The main page provides a comprehensive overview of your entire portfolio, displaying crucial information such as total investment value, current gains/losses, and percentage distribution.
- Dividend Calendar: Stay on top of your dividend income with the integrated dividend calendar. Track dividends received on a monthly and per-ticker basis, ensuring you never miss an important payout.
- Graphical Representation: Visualize your portfolio's allocation using an intuitive pie chart. Understand the distribution of your investments across different stocks, enabling you to rebalance and optimize your portfolio for better performance.
- Performance Analytics: Dive into detailed analytics with graphs depicting daily and total performance per ticker. Monitor your portfolio's monthly performance trends and make data-driven decisions to enhance your investment strategy.
- Yearly Performance Snapshot: Gain a broader perspective by exploring the yearly performance of your portfolio. Track changes in your investments over time and identify areas for improvement.
- Mobile-Friendly Design: Access your portfolio on the go with our compact, mobile-friendly dashboard. The condensed layout ensures a seamless experience on your smartphone, allowing you to stay connected with your investments anytime, anywhere.
What happens after you purchase the product:
- You will get access to download a pdf document with instructions on how to get access to the tool.
- The pdf document will contain a URL to access this Google Sheet tool