In this video I will create a simple dividend portfolio spreadsheet. Tracks your gains / losses and calculate your dividend income. follow along and build your own live portfolio tracker! I will see you guys in the next video!
Formula's ►
Company Name: =GOOGLEFINANCE(A2, "Name")
Shares: =SUMIF(Transactions!$B:$B,A2,Transactions!$C:$C)
Portfolio Allocation: Dividend Income / All Dividend Income
Average Cost: Cost Basis / Shares
Share Price: =GOOGLEFINANCE(A2,"Price")
Day Change ($): =GOOGLEFINANCE(A3,"change")/100
Day Change (%): =GOOGLEFINANCE(A2,"changepct")/100
Dividend Yield: Dividend / Share price
Yield on Cost: Dividend / Average cost
Dividend ($): =(SUBSTITUTE(INDEX(IMPORTHTML("[ Ссылка ]),7,2),"*",""))*1
Cost Basis: =SUMIF(Transactions!$B:$B,A2,Transactions!$E:$E)
Market Value: Price * Shares
Change ($): Market Value - Cost Basis
Change (%): (Market Value - Cost Basis) / Cost Basis
Dividend Income: Dividend * Shares
Monthly Dividend Portfolio Update ►
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Monthly Dividend Income Update ►
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⏰ CHAPTERS ⏰
0:00 - Intro
0:17 - Overview
0:32 - Transactions Tab
2:34 - Portfolio Tab
13:07 - Formatting
14:55 - Conditional Formatting
15:34 - Dividend Tab
18:45 - Outro
The ideas and opinions presented in this video are meant for informational and entertainment purposes only, are not intended to serve as a recommendation to buy or sell any security in any account, and are not an offer or sale of a security. They are also not research reports and are not intended to serve as the basis for any investment decision.
