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Dividend Income Portfolio Template for Google Sheets – wallstreetbullstore
Dividend Income Portfolio Template for Google Sheets

Dividend Income Portfolio Template for Google Sheets

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$10.00
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Easily track the performance of your stock portfolio in Google Sheets. 

How it works

This spreadsheet for the Google Sheets app uses the GOOGLEFINANCE function to retrieve stock information from the internet. Simply enter your transactions into the Transactions sheet, then add the symbol to the Portfolio sheet.

The spreadsheet automatically calculates the total amount invested, value, capital gains and losses, and annual dividend income for the portfolio. Additionally, the following values are calculated for each position:

  • Average Price – Your average share price for the specified stock.

  • Market Price – The share price of the specified stock at the market close of the previous market day.

  • Cost Basis – The total amount originally invested, plus any commissions or fees involved in the purchase.

  • Market Value – The market value of the position.

  • Gain/Loss – Unrealized capital gains and losses for the position.

  • EPS – Earnings per share. Calculated as a company’s total earnings divided by the number of outstanding shares (the stock currently held by all its shareholders).

  • P/E – The price/earnings ratio. Calculated by dividing the stock’s current market price by the trailing 12-month earnings per share.

  • Annual Dividend – The yearly dividend (cash payout) amount per share.

  • Dividend Yield – The ratio of the stock’s annual dividend (cash payout) per share as a percentage of the share price.

  • Yield on Cost – A measure of dividend yield calculated by dividing a stock’s current dividend by the price initially paid for that stock.

  • Annual Income – The annual dividend income (cash payout) for the position.

  • Sector Breakdown – Percent and amount invested by market sector.

FAQs

  • Does it work on the Google Sheets app for iPad and iPhone?

    Yes.

  • How often are the calculations updated?

    Quotes are not sourced from all markets and may be delayed up to 20 minutes. See the Google Finance disclaimer for more information.

  • Is there a version for Apple Numbers available?

    Yes. for more information.

  • Is there a version for Microsoft Excel available?

    Sign up for my mailing list to be notified when it’s available.

 

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