US Dividend Portfolio Tracker

You started buying US stocks fractional shares of SCHD, JEPI, maybe a little Coca-Cola. Now the question: "How am I actually doing?"

Your broker app shows today's prices. It doesn't clearly show your true average cost across a dozen small fractional buys, your yield on the dollars you actually put in, or your total dividend income across every position. Fractional investing makes this worse lots of tiny buys means the mental math dies fast.

The US 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 portfolio-wide. Fractional shares fully supported. No formulas to write. Ever.

✅ Built for Filipinos investing in US stocks. Made for GoTrade and any US broker. I work in finance and payroll for a living, and this is the exact system I use to track my own US dividend portfolio. 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.

✅ Beginner-friendly, expert-deep. Step-by-step guidance and hover tips on every input. Start with one fractional share; 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): [VERIFY AGAINST ACTUAL FILE BEFORE PUBLISHING]

• Cover & Read Me First — step-by-step start guide with hover tips
• Stock Reference — US 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 — 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 tax in the math
• Charts — your key charts in one place
• FAQ & Support — answers before you even need to ask

Who this is for: Filipinos (and anyone) building a US dividend portfolio from your first $5 fractional share to a full income 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.