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Dividend Portfolio Tracker

     Introducing the ultimate investing portfolio tracker for dividend investors! This Excel tracker has been created from years of experience in dividend investing and is the perfect tool to help you visualize and track everything you need to know about your dividends.

     With 9 tabs, 8 charts, and 16 tables, this tracker has everything you need to keep your dividends organized and under control. The main dashboard is completely automated and shows your Top 5 performers, Bottom 5 Losses, Portfolio Value, Overall Gain or Loss, so you can always keep an eye on your investments.

     The Dividend Tracking Portfolio tab allows you to input your cost basis and calculate your lifetime performance, while the automated current dividend yield and yield on cost calculator helps you track your investments in real time. Plus, the goal allocation percentages feature makes it easy to compare your current allocation with your target allocation, so you can rebalance your portfolio with ease.

      With an automated pie chart to help you visualize your portfolio allocation, and multiple charts to compare dividends including yearly cumulative totals, month to month comparisons, and quarterly dividends, you'll have all the information you need at your fingertips.

     The purchase planner tab helps you plan your rebalancing purchases and shows the live real-time cost of your planned purchases. You can also track your annual share purchase totals and DRIP totals to see the value you added to your portfolio passively.

     And finally, the annual Dividend CAGR tab allows you to enter your current dividends at the end of the year and automatically calculates your annual Dividend CAGR, so you can track your progress year over year.

     Don't let your dividends get away from you – keep them organized and under control with this powerful Excel tracker. Invest in your future today!

©2023 by InvestingUpgraded

InvestingUpgraded.com is not a registered investment, legal, or tax advisor or broker/dealer. All investment and financial opinions expressed by InvestingUpgraded.com or its writers are from the personal research of the owner and are intended as educational material. Although best efforts are made to ensure that all information is accurate and up to date, occasionally unintended misprints may occur. Every investor or potential investor should do their own research. Our material is for informational purposes only and does not replace a registered financial planner or certified investment counselor. Additionally, our dividend portfolio is a description of our journey with dividends and not INVESTMENT ADVICE. The past performance of any investment vehicle mentioned on InvestingUpgraded.com does not predict future performance. Investments are inherently risky and are a personal choice for each investor. Investments can go, down, or sideways and fluctuate significantly over time. InvestingUpgrade.com, its writers, or owner cannot be held liable for outcomes associated with investments described on InvestingUpgraded.com. WE DO NOT OFFER FINANCIAL ADVICE, invest at your OWN RISK.

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