Portfolio Tracker in Google Sheets! (Dividend Tracking Included!)
Link to download this spreadsheet: / dividendology
In this video, I take you step by step on how to make a completely interactive portfolio tracking spreadsheet in google sheets that will also track your dividends. This is a great tool that will help you better understand your portfolio and help you reach your current goals for your portfolio. If you have any questions, be sure to ask in the comments. Feel free to slow down or rewind the video if needed.
I am going to post some of the more complicated formulas below. Sometimes the youtube description does not allow me to post formulas correctly, so I am going to post them in the comments as well, so be sure to check there if the formulas I post in the description are not working.
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Industry formula: =if(isblank(A4),"",index(importxml("https://eresearch.fidelity.com/eresea..."&A4&"","//div[@class='sub-heading']//span[@class='right']"),1))
Dividend formula:
=substitute(SUBSTITUTE(index(importhtml("http://finviz.com/quote.ashx?t="&A4,"table",8),7,2),"*",""),"-","0.00")
1 Year trendline formula:
=sparkline(GOOGLEFINANCE(A5,"Price",today()-364,today()))
Dividend Income formula on the worksheet tab (for dividend chart):
=if(isblank(E4),"",sumif(A:A,E:E,B:B))
Value by Industry formula on the worksheet tab (for chart):
=if(isblank(O2),"",sumif(M:M,O:O,L:L))
Dividend Income by Industry formula on the worksheet tab (for chart):
=sumif(U:U,W:W,T:T)
Note - These formulas are based off of where my prior data is located. You may have to change what cells the data is pulling from based off of where you put your prior data. For example, If A4 is in my code for pulling dividends from Fidelity, you may have to change it to B4 or B5 depending on how you set up your spreadsheet.
The microphone I use: https://amzn.to/3ngqbVz
#DividendTracker #PortfolioTracker #GoogleSheets
