Portfolio Tracker in Google Sheets! (Dividend Tracking Included!)

[@chrstdvd]

This 43 minuet tutorial only took me three days at over 8hrs a day to build on my own. Thanks! My Portfolio Tracker works just like yours does now!!

[@Dividendology]

Nice work! That's awesome!

[@TeamDemarco3247]

Same lol thanks

[@PieceOfThePieWithTy]

Thanks For This Tutorial!! Very Detailed. I Can't Wait to try it out!! Great Video!!

[@OtherKindsofMoney]

Never knew Google Sheets could do all this. Awesome tutorial man. Learned something new here.

[@Dividendology]

Glad you liked it!

[@DailyDividends]

This would be very useful thank a million! I may have too many stocks to do a single chart though

[@skylerjohnson1455]

nice job putting this together

[@dennisviquez2317]

Great Tutorial,

[@campbellew4551]

Such great information here

[@markpeynado9013]

Excellent video. I plan to build a similar tracker using this video as a guide. One question though. How do you consolidate/track multiple purchases (or dividend payments) of the same security on different dates? I would want to consolidate them, calculate an average price paid, and sum the purchase prices paid.

[@Dividendology]

Typically the best way to do this is by using the =unique() function. I am actually planning on releasing a new portfolio tracker that will have all of the capabilities that you just mentioned, so be on the lookout for that video!

[@skenderaxe5968]

Love this informative video! I managed to understand how to scrape Google Finance based of videos like yours. How do I webscrape the EV/EBITDA off Yahoo Finance & the P/B off Finviz?

[@Dividendology]

I have a new web scraping video coming out soon. Be on the lookout!

[@skenderaxe5968]

@@Dividendology Awesome! I figured out the Finviz data, but Yahoo Finance's Statistics tab is still a challenge...

[@akkintouch]

Great video buds.. Could you tell me how to pull industries company names etc for stocks which are not US based.. Like 0002.HK (HKD) Nestle (swz) etc...

[@financewithjohnstanton2866]

Wow. This is awesome

[@scottmeredith8489]

I love this tool, however, the Finvis does not provide Canadian stocks in Canadian values. I will need to modify that aspect of your tracker. Any suggestions?

[@clearlyconfused9194]

Does this allow tracking of the buying and selling of shares? Nothing i have seen so far actually takes care of that, which is needed for tax purposes

[@doutormarco7243]

After 1 year the dividend and industry formula is giving me error. How can i fix this?

[@DavidNassau]

This is incredible, great job putting this together - would love to connect & share this tool on my show if you are open to it. Let me know if you are interested!

[@ChillPixels1]

Thank you for your videos could you please make a crypto Portfolio Growth Chart (hourly - daily - monthly and yearly ) with timestamps, i mean record all the price changes (history) that happen to the portfolio balance overtime thanks.

[@dennisviquez2317]

This is my first time ever leaving a message, all worked great except for the Industry column, it displays the correct Industry for 2 of my 8 holdings but the other 6 display as "N/A" or it shows the wrong Industry type, I tried the same formula on other spreadsheets and it does the same thing. Any ideas? Thanks, Dennis

[@Dividendology]

Hey Dennis, thanks for the comment. Would you mind telling me which holdings aren't correct so i can help?

[@chrstdvd]

I can not make the industry formula work. It says "resource at url not found" when I change this "eresea..." to eresearch" it says same thing. So for now, I just got the Industries manually and typed them in.

[@Dividendology]

I have an updated version of the industry formula. I use it in my newer portfolio trackers. I'll likely update this one soon.

[@nodems613]

hello Thanks for the video Im getting an NA error for the dividend formula any fix?

[@Dividendology]

yep! change table 9 to table 10!

[@ai_dividend_daily_1]

great

[@Wall.Street.AV.]

when i added my additional chart it doesnt get in order by % of allocation, is there a way that we can make them to show in order from maximum to minimum? thank you.

[@Dividendology]

There is! You can add a filter to your data. This will allow you to sort from big to small or small to big, or sort other ways if you desire. Your charts will also update automatically based off of your filter!

[@codymcenaney53]

For some reason no matter how many times I have tried this formula. The dividend data doesn't copy from anywhere. I keep getting an " #REF! " when I put it in. Anyone have any idea on how to fix this?

[@Dividendology]

I have an updated way to pull this. Check out the dividend stock watchlist video I made around a month ago to see how to pull in dividend data.

[@Dividendology]

Dividend: It seems finviz has changed the way to pull dividends from their website. I have corrected the spreadsheet and it now works. Here is the updated formula: =substitute(SUBSTITUTE(index(importhtml("finviz.com/quote.ashx?t="&A23,"table",9),7,2),"*",""),"-","0.00") Industry: =if(isblank(A23),"",index(importxml("eresearch.fidelity.com/eresearch/goto/evaluate/snapshot.jhtml?symbols="&A23&"","//div[@class='sub-heading']//span[@class='right']"),1))

[@joshuaroyal7056]

Great videos as always. Looks like they changed the formula again possibly. Any way you could post the updated formula to obtain the dividend? Thanks!

[@caddyenfolie8630]

HI could you explain how i can adapt the formule to have the same information for firm in other market place, as exemple RUI.PA ,the formul doesn't work for french market yet.