Dividend & Portfolio Tracker

Dividend & Portfolio Tracker

Excel & Google Sheets Template to Track Stocks, Dividend Income & Total Returns

Most investors know what they own, but very few know what it's actually earning them.

One professional spreadsheet gives you a complete picture of your dividend portfolio - what you invested, what it's worth today, how much passive income it generates, and your true total return including every dividend received.

Built for dividend investors who want clarity, not complexity.

Six powerful tabs; one complete dividend investing system:

📊 Dashboard: Six live KPIs update the moment you enter data: Portfolio Value, Cost Basis, Capital Gain/Loss, Annual Dividend Income, Portfolio Yield % and Total Return %. Plus a full 12-month income summary showing expected vs actual dividends received.

💼 Portfolio Holdings: Track up to 30 stocks or ETFs. Enter your shares, purchase price and current price — Cost Basis, Current Value, Gain/Loss, Weight %, Dividend Yield and Yield on Cost all calculate automatically.

💚 Dividend Log: Record every dividend payment you receive. Log the month, stock, shares and dividend per share — amount received calculates instantly. Monthly and annual totals build automatically.

🟡 Income Calendar: Plan your monthly dividend cash flow. See exactly which months each stock pays and how much. Monthly and annual totals calculated automatically.

💜 Performance Tracker: Your complete return in one place. Capital gains plus dividends received equals your true total return. Individual stock performance table included.

📖 Guide: Full instructions and key investing terms explained in plain English.

What makes this tracker different:

Most portfolio trackers only show capital gains. This one tracks the full picture. Because for dividend investors, income is the point. Yield on Cost shows you the real return on what YOU paid, not just the current price.

Built for:

Dividend investors, income investors, FIRE seekers, retirement planners, anyone building passive income through stocks and ETFs.

📥 Instant digital download — .xlsx file

💻 Works with Microsoft Excel and Google Sheets

🌍 Any currency — USD, AED, GBP, EUR and more

♾️ Reusable — simply add new holdings and log new payments

🔒 All formulas pre-built — nothing to configure

Know your yield. Track your income. Build your wealth.