I’ve got something great for you today.
I built a free template to automatically track your full dividend portfolio, powered by Dividend Data. Add your tickers once. It pulls in prices, yields, dividend dates, annual income, and monthly projections automatically.
You can see it in action here 👇
See the template in action.
Watch the full tutorial video: https://youtu.be/dMdQOEpBmCg
Here's what's inside:
📊 Portfolio Dashboard — Your complete portfolio at a glance. Total value, annual dividend income, weighted yield, upcoming ex-dividend dates, income by sector, and top holdings. All updating automatically.
📋 Portfolio Tracker — Enter your ticker, shares, and average cost. That's it. Current price, yield, annual income, ex-dividend dates, payout ratio, dividend growth will all be filled in for you.
📅 Income Calendar — See exactly how much dividend income hits each month. Know your lean months and your big months before they happen.
The best part? It's completely free.
Dividend Portfolio Tracker (Spreadsheet)
Track your dividend portfolio with live data. Auto-populates prices, yield, annual income, and a monthly payment calendar — for Excel and Google Sheets.
Enjoy your weekend!
- Zach
Founder, DividendData.com
P.S. If you want to take it to the next level, with 30+ years of dividend history, batch formulas across your full watchlist, and the complete Dividend Data Terminal.
Then consider Dividend Data Pro. It's currently 50% off for life as part of the March Madness sale.