Garden tracker spreadsheet how to#
Garden tracker spreadsheet update#
Garden tracker spreadsheet free#

I use the same technique to update the Dividend Aristocrats Ranking list and the Debt-Free S&P 500 resource. If you only used one online broker, you should be able to create a sufficient dataset for export within your account.

Garden tracker spreadsheet free#

Seeking Alpha, The Motley Fool and some others have similar free portfolio tracking portfolio tools. The copied data is highlighted.Īnd now the dataset is saved to my clipboard. So I just use my mouse to copy the table, all the way down to the bottom of the portfolio. Yahoo Finance does not export my customized view. You have the option to export the data to a. Once your portfolio is complete and saved, you can copy the numbers as a dataset.Ĭlick the name of the portfolio view you’ve created (mine is Performance) so that the data is refreshed. Once all the stocks are listed in the portfolio, enter each tax lot purchase or the total shares (required), cost basis (not required), and trade date (if you like).Ĭlick the My Holdings tab, then check the box next to the holding you want to add shares and cost basis for.ĭo that for each of your holdings and you’ll have a functioning live data source. Next, click the Add Symbol tab to input all the stocks you own. These fields will eventually be used to calculate F12MII. Most importantly, I track shares, forward dividend rate, and forward dividend yield. You can see all the fields I want on the top row. I customized a portfolio view called Performance. Pick all the fields you want to capture for your spreadsheet. Start by creating a custom portfolio view, or click Create New View. They can even link to your online broker now, but I have not tried that functionality yet. You can manually input the data tax lot by tax lot, or just copy the total shares and cost basis from your regular brokerage. Yahoo Finance My Portfolios is a free functionality that allows you to track the stocks in your portfolio, the number of shares you own, and the cost basis for each holding. Here’s the step-by-step process to track dividend income using Yahoo Finance and a spreadsheet. I’ve been using Yahoo Finance since about the first time I tried Netscape in 1995. That is where I create the dataset for input into my spreadsheet.

Since I’ve always had multiple brokerage accounts, I keep a consolidated portfolio view on Yahoo Finance. All I have to do is retrieve a dataset and add or remove any stocks when my portfolio changes. I’ve set up the spreadsheet to automatically calculate my monthly and annual dividends in the expected month of payment. Google Sheets is free and sufficient for most, but I still prefer Excel. I pay to use Microsoft Excel because I like it and use it so much. The way I track dividend income has remained mostly the same since 2003, but I’ve adapted my spreadsheet to account for new income streams and to automate some tasks.

Garden tracker spreadsheet how to#

How to Track Dividend Income with a Microsoft Excel Spreadsheet It’s perfect for beginner to intermediate investors. I’m also using the no-fee online broker M1 Finance (read my review here) to further diversify my income streams. At the end, I’ll share a few screenshots of the tool. My primary broker, TD Ameritrade, has a new tool to help predict annual dividend income automatically. The job of tracking dividend income just got a little bit easier. That way, we can live off of a sustainable income stream and use retirement accounts for discretionary spending. My goal is for the F12MII number to eventually cover most of our essential living expenses before I retire by age 55.

I share the F12MII number on my portfolio page. My forward 12-month investment income (F12MII) is a single number that represents how much I earn annually from dividend stocks, my rental property, interest on cash, and real estate crowdfunding. This article lays out the steps (with screenshots) I take each month to import dividend data into my tracking spreadsheet, estimate forward dividend income, and easily capture dividend increases. In the almost five years of sharing my investments on this blog, I’ve never shown exactly how I track dividend income.