PH Dividend Portfolio Tracker

You bought your first PSE stocks. Now answer the question every investor eventually faces: "How am I actually doing?"

Your broker app shows today's prices. It doesn't clearly show your true average cost after multiple buys, your yield on the money you actually put in, or how much dividend income you've collected across every stock you own. Once you hold more than 2–3 positions, tracking that mentally stops being realistic and most people quietly lose the plot.

The PH Dividend Portfolio Tracker keeps the numbers honest for you.

✅ Enter a trade. Everything else updates instantly. Log your buys and dividends, the tracker auto-calculates your average cost basis, market value, gain/loss, dividend yield on cost, and total income per stock and for the whole portfolio. No formulas to write. Ever.

✅ Built for the PSE, by someone who actually invests here. Made for Philippine stocks and REITs on DragonFi, COL Financial, or any local broker. I work in finance and payroll for a living, and this is the exact system I use to track my own dividend portfolio every month. I'm not selling you a theory.

✅ See your path, not just your position. The built-in retirement/FIRE projection lets you adjust contribution, yield, and growth assumptions to see where consistent investing takes you over the years a motivator on the months the market is boring.

✅ Beginner-friendly, expert-deep. Step-by-step guidance and hover tips on every input. Start with one stock; the tracker grows with you.

✅ Fully editable, no macros, no subscriptions. Pure Excel formulas you can inspect. Works in Excel and imports to Google Sheets. Buy once it's yours forever, downloadable anytime from your library.

What's inside (9 sheets):

• Cover & Read Me First — step-by-step start guide with hover tips
• Stock Reference — 50 PSE dividend payers with yields, prices, and pay frequency built in
• Holdings — pick tickers from a dropdown; cost basis, market value, and gain/loss auto-calculate
• 12-Month Dividend Calendar — your projected income laid out month by month, filled automatically
• Summary Dashboard — totals, top dividend contributors, and your income goal tracker
• Retirement / FIRE Projection — adjustable assumptions with dividend tax already in the math
• Charts — your three key charts in one place
• FAQ & Support — answers before you even need to ask

Who this is for: PSE investors at any stage from your very first AREIT board lot to a 20-stock dividend machine. If you can type numbers into a cell, you can use this.

Instant digital download. Excel (.xlsx), no macros, Google Sheets compatible.

OJPH Templates | For personal use. Educational tool not financial advice. Dividends are never guaranteed; always do your own research. Questions? Message me through the shop anytime.