Google Sheets Dividend Tracker / Screener
This is a custom Google Sheets Dividend Tracker that I made to track my Canadian Dividend Stock Portfolio. It can accommodate USD and CAD transactions, and supports stocks in the Toronto Stock Exchange (TSE), Toronto Venture Stock Exchange (CVE), New York Stock Exchange (NYSE), and NASDAQ. The Sheet has several tabs for portfolio summaries, sector breakdowns, dividend charts, sparkline screeners, transaction & dividend history, watch list, etc. It's a great compliment to your regular trading app, as it shows / visualizes some more information than most apps, such as the portfolio average yield, or annual estimated dividend income.
I made this sheet for my self a few months ago, but over 100 people are already happily using it too. So this video just runs the basics on how to use it if you want to try as well. If you do download it and have any questions at all, just send me an email (it's in the "welcome" tab) and I'll help you through whatever issue you're having. Because I also use this sheet, I'm always trying to improve it for myself and also from the feedback & suggestions of all other users, and if you download it you'll get free access to future improved versions 👌. You can watch any of my other "dividend portfolio update" videos too to see more examples of me using the sheet.
Disclaimer: I am not a financial professional or advisor. Nothing on this website or the associated social media accounts constitutes financial advice. I'm just documenting my own investing journey and don't suggest that you do the same. Investing is risky, so make your own decisions or hire a qualified professional make them for you.
I'm documenting the growth of a Canadian dividend investing portfolio and make videos about dividend investing, Canadian stocks, Wealthsimple Trade, Google Sheets, personal finance, and passive income.