[v7.7 Release Date: October 25] Supports USD, EUR & GBP
Experience a new level of control and clarity with the Portfolio & Dividend Tracker for Google Sheets. This all-in-one tool is thoughtfully designed for everyone—from first-time investors to experienced pros—making it simple to track and improve your investments. With an organised dashboard and intuitive features, you’ll always have a clear snapshot of your stocks, dividends, and overall performance.
No matter your experience level, this tracker keeps you informed about your investment progress and portfolio health. It displays all the essential information you need in one place, helping you spot opportunities, catch underperformers, and make timely decisions with confidence. Staying up to date is effortless—review your funds, manage dividend payments, and monitor results over time to ensure you’re always on track with your financial goals.
In short, the Portfolio & Dividend Tracker isn’t just about numbers—it’s about empowering you with reliable insights so you can make smart, data-driven investment choices for a brighter financial future.
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.
– Live Stock & ETF Prices from Google Finance: Access up-to-date prices for stocks and ETFs directly within the tracker thanks to built-in integration with Google Finance. This ensures your portfolio reflects real-time market values and accurate performance metrics.
– 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 Dashboard: Easily check your investments anytime, anywhere, with a dashboard optimised for your smartphone. This streamlined layout ensures you stay connected no matter where you are
– Multiple Portfolio Tracking: Manage and view several portfolios in one place. This helps you organise different investment goals, separate strategies, and makes it simple to monitor performance across various brokerage platforms.
– Supports €, $ & £: Effortlessly track assets in major currencies. This flexibility is ideal for investors with international holdings who want all their data in one convenient tool.
– Best and Worst performing assets: Instantly see your top and bottom performers, both daily and all-time. This transparency helps you pinpoint strong investments and areas that may need your attention or a change in strategy.
Take charge of your financial growth with the Portfolio & Dividend Tracker for Google Sheets. Designed to simplify investment tracking, portfolio management, and dividend monitoring, this tool helps you make smarter decisions and stay ahead in today’s dynamic markets. Whether you’re a beginner or experienced investor, achieving your financial goals is easier when you have powerful investment tools, real-time performance insights, and easy-to-use tracking—right at your fingertips. Start optimising your portfolio today for better investment results.
You can find the full description of the Portfolio & Dividend Tracker here.
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What You’ll Receive After Purchase:
Upon purchase, you’ll receive a PDF guide with step-by-step instructions on how to access the tool. The PDF includes a link to the Google Sheets tracker, allowing you to start managing your portfolio immediately. Take control of your investments today with this powerful, easy-to-use portfolio tracker!
