DIY Investor Tool Kit 7.0! (The Best Dividend Portfolio Tracker!)

[@vilkogamer]

Hi I have a question, when you buy the tickerdata for 1 month just for the spreadsheats and then cancel will they stop working?

[@Dividendology]

Yes! Access to the Tickerdata functions is what allows these sheets to be automated!

[@tioopuh]

What if you just continue with the standard membership?

[@dannybloshkin3263]

do you manually need to add your data or does it connect to your brokerage account and auto populate?

[@alphadoescommentary2034]

Manually

[@mattshaffer4765]

How does this Tool Kit account for individual stock transactions vs. market returns from the SNP vs. QQQ annualized for example? Say I've bought several shares of Meta but then trimmed the position to realize a gain? Or say I've held many shares of Ally over the span of five years and have always held a position but have bought, sold, then re-bought portions of the position over that time? Does this DIY tool account for total portfolio performance including transactions during that time frame relative to qqq or spy?

[@danielnewell9428]

I can’t seem to get the dividend calendar tab to show my dividends? The daily dividends is showing up when I put them in but not on the dividend calendar.

[@Dividendology]

Make sure you plug in the dates in the same way they are formatted on the dividend calendar!

[@danielnewell9428]

@@Dividendology Great thanks !!

[@brandonhurt3947]

Is there a plan to be able to just link our brokerage accounts like other divedend trackers out there?

[@MoRpHiNe_NPC]

If this gets added and portfolio div overall growth rate I’m sold

[@Dividendology]

thats a good idea. I'll make a note of that!

[@etpelle72]

Should i also track mutual funds with this? Mutual funds pay dividends, but eoy they also pay capital gains distributions that are reinvested just like dividends. Should i list the capital gains distribution as dividends instead of gains for the sake of the calculations? I hope that made sense. for instance i was looking at selling pogrx and buying jepi because the pogrx dividend rate is 0.51and jepi is 7.61. However pogrx also had capital gains distribution at eoy and in the end taking that into consideration pogrx income was 10% vs jepi 7.6%.

[@Dividendology]

For the sake of calculations, it probably would make sense to do that.

[@almason2579]

I was wondering if you decide to cancel your subscription. What happens to the information? Does the Google sheets still work? Will it still update automatically?

[@Dividendology]

It will no longer auto update.

[@also2977]

Hi. I have a question. Was entering data in your sheet. I encounter a pricing bug when i enter a LSE exchange stock such as RIO. It fetches the price in pence, because that is the way stocks are listed on the London Stock exchange. What can i do to fix it?

[@alejandromoreno500]

Hi! How can I download the spreadsheet? Do I just need to suscribe to ticker data?

[@Dividendology]

You can download it by becoming a premium member on TickerData.com !

[@peter8454]

@@Dividendology oops, here is the catch...

[@lloydlim1055]

@@peter8454 Tbh, nothing that is useful is free

[@stainblaine]

In the Watchlist, is it possible to add ex-dividend date or dividend pay-out date columns?

[@Dividendology]

This is coming in a future update!

[@danieldolgov5085]

Do you have an option to cancel the subscription ant time?

[@Dividendology]

Yes!

[@demonchaux]

So this DIY can be replicated if I pay a monthly membership to Tickerdata ?

[@Dividendology]

Yes!

[@Jpesoo-de7xe]

@Dividendology as an accountant who uses excel/access constantly……nice

[@darrena5384]

When im adding .L to the stock for stocks on London exchange, the stock prices in the database is listed in pence, but the spreadsheet reads it as pounds. So, a £23.49 stock is coming up is £2349 (as its listed in the database in pents/cents.....) How can i fix this please?

[@Dividendology]

Send me an email with a screenshot at [e-mail] and I'll look into it.

[@PaddyLongsChicago]

I am just starting with this - but how do I link my brokerage accounts? I don't see where I can plug in how much I purchased the stocks for etc. Can you help?

[@Dividendology]

This video is a quick tutorial: kzbin.info/www/bejne/Z3_ZgZdunrNriac

[@PaddyLongsChicago]

@@Dividendology Thanks. What is the "Purchase" column in the stock holdings section?

[@Dividendology]

Purchase price! :)

[@777nando]

i cant see the extension of ticker dadta any clue?

[@Dividendology]

Send me an email at [e-mail] and I’ll help!! :)

[@bluesoul97]

Hi, I am having a problem with column P in the stocks tab, from line 61 onwards I keep getting an Error Message "Error Did not find value "RBLX" in VLOOKUP evaluation, every stock that I put in after that line has the same error message, e.g. RMD & ROKU. How can I contact you direct?

[@Dividendology]

Email me at [e-mail] !

[@SweetGreenDream]

Is there anyway to get the toolkit as a one time download that doesn't require new logins/profiles?

[@Dividendology]

For the sheet to work, you have to have an account with Tickerdata.com for the data to auto update!

[@jamesplays92]

Looks great, thanks for fixing the currencies. If i have been using 6.0, will it automatically start converting or will i have to transfer the data onto a new 7.0?

[@Dividendology]

All you need to do is copy and paste the old data from your spreadsheet!

[@SUPER-A333]

Does the Dates and everything update automatically as we continue through the year?

[@Dividendology]

It is automated! You can see a tutorial here: kzbin.info/www/bejne/Z3_ZgZdunrNriac

[@SUPER-A333]

@@Dividendology Be Honest wasn't expecting a replay on month old video so ... Thank you

[@wanderlust4591]

Nice update, but I will make one comment on the stock tab. The removal of the daily gain is a bit disappointing. I do see the dollar gain and the growth, but it was nice to see how much it made in this current day.

[@Dividendology]

Noted! :)

[@danielnewell9428]

Some of my stocks are priced in pence rather than pounds. To resolve this I simply added a divide by 100 to the formula is this fine to do or will it affect the formula across the sheet ?

[@Dividendology]

you should be fine doing that! :)

[@danceparty769]

Why do we have to sign up for some subscription to get your spreadsheets? just offer them for purchase with a one time fee

[@Dividendology]

Tickerdata allows data to be automatically imported into your spreadsheet. Thats what allows the spreadsheet to work and be automated :) See this video for examples: kzbin.info/www/bejne/mqTQgqdtqbuWfc0si=qo4A7fKwM0fvr3yO

[@danceparty769]

@@Dividendology ah so youre paying for the data not the sheets, not my style but makes sense

[@rooner1231]

The auto thing is the whole point 😮

[@harrykar5481]

Does it track Canadian stocks?

[@Dividendology]

Yes!

[@challenger4992]

Wondering what this would look like if you had 20 or 30 positions. Would it make it unreadable in sections like "Cost and Market Value, etc..?

[@Dividendology]

I personally have 30 positions and use it.

[@Maviel85]

Changing currency does not work at all if I have assets from different countries and currencies. It doesnt change my purchase price so when I change it it gets totally messed up

[@sam87389]

Question does this also track the DRIP dividends?

[@Dividendology]

Yes!

[@sam87389]

@@Dividendology awesome also I sent an email Bcs for some reason the extension doesn’t let me download it. It gives me an error

[@Dividendology]

just responded :)

[@favourhenshaw197]

Wish this was in notion 😭

[@Scuba-D]

Can you get this on a smartphone?

[@Mark.remarking]

Maybe on Android. I'll let you know if I figure out my iPad/ iPhone

[@TheMillennialMint]

Got a question: what if you have different instances of the same stock? For example, you have SCHD in two different accounts, and need to list them separately because there’s different share and purchase price info. Does that dividend information still pull correctly?

[@Dividendology]

If you buy the same stock multiple times, you simply need to update the total of shares you own and your average buy price!

[@jodimorrison]

That didn't answer his question??

[@Dividendology]

If he does what I said, it will pull dividend information correctly! :)

[@zaraxii]

Hi Good Sir, was wondering if you could help explain something. I track individual purchase transactions for my stocks to know the average purchase price for that particular stock. But what I can't seem to wrap my head around is if I partially sold out of the position, what becomes of my average purchase price and how would it affect my market value? Example: I buy 10 shares at an average price of $1 averagePrice: 1, costBasis: 10, quantity: 10, I then sell 5 of these shares at market price of $5 averagePrice: ??? costBasis: ??? quantity: 5 Could you share how you would calculate this in the spreadsheet if you know how? Thank you very much!

[@Dividendology]

All you need to do is update the total amount of shares owned!

[@jonathanschafer6952]

Could you help me out with your sheet? I have a trial to tickerdata and some of the cells on the stock holdings tab reference the lines above, so the formulas are not correct and a lot of the data is unreliable.

[@Dividendology]

Email me at [e-mail] and I’ll help you!

[@thepocketwatchman]

What if I have some stocks that's been bought in my regional currency and others in USD? Seems like just changing currency in stock tab is making all wierd stuff in this case. Probably because it's not updating price as it has different price than USD

[@Dividendology]

You need to input the purchase price for the currency you bought it in!

[@thepocketwatchman]

@@Dividendology Hmmm so let's say. 1 stock I bought for 100 X and another for 100 X as well but it's been listed as 300 Y (whatever currency I use). I should put price as 100 and 100 after I do currency conversion + set currency to X? And vice versa. If I want this to be in my currency I do currency exchange and set these as 300 and 300? I think it's how it works and have to put price in one selected currency only (do currency exchange manually). It seems to go wierd if I put 100 and 300. It wont know if it's currency X or Y. So chart looks at set currency as X for example and calculate all Y prices as X which is incorrect. That's what I get form observations at least cos it went kinda weird with mixed currencies.

[@MrDALJIT123]

Amazing work, I would love it more if you can add witholding Tax % too like i live in Germany if i received dividend from USA stock then i have to pay 15% withholding tax 1st. Thank you

[@Dividendology]

Great suggestion!

[@danielfrancis4504]

Looking at the sheets, can it track my Malaysian stock portfolio in MYR currency together with my US stocks? (Edited: looking at your video again, yes it is! 🎉)

[@Dividendology]

It can! you can see a list of all the different places/exchanges it can track stocks from here: tickerdata.com/exchanges

[@Mark.remarking]

Question for anyone. I'm not sure how to load tickerdata add on through Google sheets on iPad. There's no menus. (I'm probably looking at the wrong spot)

[@Mark.remarking]

Says add on isn't available on iPhone or iPad, true?

[@Dividendology]

Add ons aren't available on the google sheets app, but if you use a web browser, you should be able too.

[@Mark.remarking]

@@Dividendology I will try. Great idea

[@ahmetyasar405]

Does this chart support Turkish (BIST100) stocks as well?

[@blandetslik1]

Awsome update.. Thanks :D

[@Dividendology]

Thank you! You're welcome!! :)

[@winningwithmoney101]

Does this work for etfs?

[@Dividendology]

Yes!

[@winningwithmoney101]

@@Dividendology Do you have a video where you want us through how to download the excel sheet, etc?

[@Dividendology]

Here's a video that shows where to access the sheets: kzbin.info/www/bejne/hoe4dGCHd9CXes0

[@winningwithmoney101]

@@Dividendology Thank you.

[@MoRpHiNe_NPC]

I’m sold if the tracker gains brokerage merging, portfolio div growth rate, and automatic div update

[@Dividendology]

Those are good ideas for future updates! Thanks!

[@AndyJensen-j5v]

Hey could you consider doing a video on WSM I'm carious what you think of it after its bull run.

[@Dividendology]

Nice idea!

[@thomaseich5548]

Thank you!

[@marcolorenzovalerianodelro1753]

That sir is a work of art. Very impressive!

[@Dividendology]

Thank you very much!

[@JustManWithLittleHope]

Is there any possibility to update the old sheet without having to rewrite everything in this new one ? TY

[@Dividendology]

All you will need to do is copy and paste the data from the old sheet! Should only take about 1 to 2 minutes :)

[@thomaseich5548]

Hello! How do you get BRK.B to load in? all the variations BRKB BRK'B BRK.B all dont work

[@Dividendology]

Like this: “BRK-B”

[@gmnod]

It would be interesting to know your thoughts on PRI (Primerica)

[@Dividendology]

nice suggestion! :)

[@Adrian-cn5rk]

Are you the founder/creator of tickerdata?

[@Dividendology]

Yes! As well as my friend/developer! :)

[@princediesel1]

How do I download the spreadsheet without paying a monthly fee ?

[@darrena5384]

I just bought the pro protfolio tracker and Im trying to input my first stock (BATS.L). I bought 0.9 shares and the share price is £23.50. Can anyone please tell me why it is saying that my 0.85 share of a £23.45 valued share is coming up in the PRICE column as £2349. Its actually worth £19.85, so why is it saying its worth thousands? Any help is appreciated.

[@Dividendology]

just responded to your email! :)

[@also2977]

Hi. I have a question. Was entering data in your sheet. I encounter a pricing bug when i enter a LSE exchange stock such as RIO. It fetches the price in pence, because that is the way stocks are listed on the London Stock exchange. What can i do to fix it?