Dividend Income Portfolio Template

It divides the annual income in column h by the total dividend income located in cell h1.

Dividend income portfolio template. Click to toggle between the portfolio and transactions sheets. Calculates how much of the portfolios total annual income is based on a given stock. Dividend income portfolio template for apple numbers. They explain how it works better than me.

In row one starting with column b add column headers for shares symbol company name value price dividend yield annual income. However in the last week or so it seems my reference data worksheet has decided to take ages to update. I want to show you how ive been tracking my passive income with a spreadsheet. This spreadsheet for the apple numbers app uses the stock function to retrieve stock information from the internet.

This is how i personally track my dividend income my stock portfolio. The dividend portfolio spreadsheet auto calculates the stock price dividend yield dividend yield on cost total position value total return portfolio weight and estimated annual dividend income. A dividend portfolio template is no good if you dont have a sheet to track your annual dividend income. First off this sheet has been an absolute lifesaver for me for tracking my portfolio of 100 stocks and the dividend income from them.

Widen column a to provide room for a gauge chart which will serve as the dividend meter and a portfolio summary bar chart that can be inserted below the gauge chart. It uses google finance formulas so that when you import it into a google sheet it will track current market data and become interactive. Hence for this google spreadsheet dividend portfolio template i created a table to list all the important values like book value market value profit estimated annual dividend and yoc. All you have to do is enter your ticker symbol shares owned and purchase price and it will do everything else for you.

A portfolio dividend tracker can help assess the income gap in your retirement and allow you to take appropriate action. The total income a stock provides for the year. Portfolio manager retirement estimator spreadsheet this spreadsheet is intended to help long term dividend growth investors achieve financial freedom through dividend income. Easily track the performance of your stock portfolio in apple numbers.

The curators of the blog and spreadsheet have built an awesome free tool with live data integration. Column h annual income.