Download My Free Portfolio Tracker Template + Video Tutorial

Happy holiday’s everyone!  Due to popular demand I’ve made the live stock portfolio tracker I use on this blog available to everyone via google templates, so be sure to download your copy today.  It’s as easy as filling in data in the blue cells and adjusting the formulas in the orange cells.  I also created a video tutorial tailored for those who have limited or no spreadsheet knowledge to help you get it up and running.  I’m happy to help with any further questions in the comments below or you can email me at ryan@mydividendgrowth.com and I’ll do my best to answer.

Download the template here:

Watch the video tutorial here:

I’ll be back to my regular posting schedule soon, so stay tuned!

My Dividend Growth

http://www.mydividendgrowth.com

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35 thoughts on “Download My Free Portfolio Tracker Template + Video Tutorial
  1. Laurence

    Hi Ryan-I’m about to begin trying a spreadsheet> I would like to figure out how to combine your sheet with “Investment Moat” Google Sheets model + a feature that automatically tracks each dividend stock investment against an index (VTI, eg.) Also, how can you get “Single share price, cost basis cell to multiply ino the total cost basis cell for the stock? It seems to make more sense to have the single share price live-and populate the spreadsheet.

    Thanks

     
    Reply
    1. My Dividend Growth

      Hi Laurence,

      Glad to hear you’re attempting to use some spreadsheet tracking, I find it very useful. Unfortunately I wouldn’t be much help combining this with other models, and I don’t have much interest in tracking my accounts against an index like the VTI, I’ll occasionally use an XIRR function in a separate sheet for comparisons, though not very often. This sheet is very basic, but it does include a live populated price area as you suggested which is covered in the video tutorial as well. Most of the other formula’s use that info to populate their data as well, so your values and weights will track live with the stock market and should match up exactly with your brokerage information. If you’re looking for something a little more complex, Scott at twoinvesting has some really neat templates here: http://www.twoinvesting.com/2013/08/investing-spreadsheets/ I’m a very basic spreadsheet user though and have troubles getting the complicated ones to work. Hope that helps and thanks a ton for reading and commenting!

       
      Reply
      1. Scott

        Thanks for the mention, Ryan! I’ve been meaning to do a video tutorial as well. Nicely done.

        For those wondering, the ReferenceData sheet in my template does include per share cost basis information.

        I’m also working on a way to compare your portfolio to an index. It is currently in alpha, but I’ll release a beta version to the public shortly. What I do is buy or sell a dollar equivalent amount of an index for each stock transaction.

        Scott

         
        Reply
  2. DivHut

    Great tool. Considering this for DivHut. I update my portfolio manually, once a month, so no bog deal but it’s nice if it would be automatic. Thanks for sharing.

     
    Reply
    1. My Dividend Growth

      Thanks Keith, I think it’d be awesome to see this on your site. It’s very easy to set up as is and you can even change some colors, sizes, and cells around to make it your own if you get into it 🙂 Let me know if you need any help at all and happy holiday’s my friend!

       
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  3. Mike

    Nice, I have something similar and just did some updating to consolidate three accounts. I don’t understand your sector titles. Where are you getting those titles? They don’t comply to GICS? Why do you use something different? Thanks.

     
    Reply
    1. My Dividend Growth

      Hi there Mike. I got these sector titles over a year ago when I first made the sheet, maybe from investopia or something like that. To be honest, I hadn’t even heard of GICS before your comment here and maybe I’ll have to change it up to make things more standardized. The best part about that sector info is that you can use any format or titles you want there and definitely don’t need to copy the one’s I did in the video, it was more to show how to set things up. Thanks for the info and making me aware of GICS 🙂 Happy holidays!

       
      Reply
  4. Michele L.

    Thank so much! I followed a very rudimentary one, but I will make sure to update to this one prior to the new year! I will be set as of 1/4/16!!! woohoo!

     
    Reply
  5. mraitn

    Apparently Google spreadsheets created in U.S are different from spreadsheets created elsewhere. I just realized the characters ” ” “, ” ‘ “, ” , ” and ” . ” are not used in the same manner. This especially becomes a problem in the function “split”, which would not return any number for my case.

    This following should work for non-U.S spreadsheet users.
    The code gives the dividend from the ticker in cell C4 (notice C4 appears two times). If you want the yield instead, you just change the “left” to “right”:

    =Arrayformula(Substitute(left(IMPORTXML(“https://google.com/finance?q=”&C4; “//td[@data-snapfield=’latest_dividend-dividend_yield’]/following-sibling::*”);find(“/”;IMPORTXML(“https://google.com/finance?q=”&C4; “//td[@data-snapfield=’latest_dividend-dividend_yield’]/following-sibling::*”))-1);”.”;”,”))

    Hope this helps anyone else experiencing the same problem.

    Thanks again Ryan
    – mraitn

     
    Reply
  6. Pingback: Weekend Reading - New year edition - Tawcan

    1. My Dividend Growth

      Hi there,

      To get live price updates you use Google Sheets Functions, which are formulas you can input into the cells to tell the sheet to pull data from Google finance. I show a bit how this works in the video tutorial above and in another tutorial I did on watchlists here: https://www.youtube.com/watch?v=cPNIwf78HGw I have this formula already inputted in the ‘price’ cell on the sheet, but sometimes they don’t work outside of the US. You can find more options at Scott’s site two investing: http://www.twoinvesting.com/2014/12/investing-formulas-for-google-spreadsheets/ Or also at googles page here: https://support.google.com/docs/table/25273?hl=en

      Hope that helps and good luck!

       
      Reply
  7. Travis

    Love the blog Ryan! It has been inspiring as I try to get onto the tracks to financial freedom for my family. I am finding that the hardest part is starting!

     
    Reply
    1. My Dividend Growth

      Thank you much! Absolutely agree that starting is the hardest part. Be sure you don’t jump in until you’re really ready and understand your strategy. At that point it shouldn’t be hard at all and you’ll be wanting to invest more and more.

       
      Reply
  8. Dipu

    Hi Ryan, Thank you so much. It works great. Just wondering the spreadsheet doesn’t provide updated price for canadian ETF’s?

     
    Reply

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