Start Tracking Your Performance
| Tired of looking into multiple locations to see your dividend income or portfolio performance? What about tracking your capital gains?
With 1 spreadsheet, you can do it all in one place and get a clear picture. Tracking your portfolio performance, dividend income and capital gains has never been easier. |
One Time PurchaseCAD $35Portfolio Performance
Dividend Income Tracker
Capital Gains Tracker
Diversification Graph
Google Account Required |
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Requirements
What You Need To Do
- Enter every transactions when they occur.
- Enter the contributions to your account – that’s a deposit to your account. It’s used to calculate the true rate of return.
- Enter the dividends earned every month. Yes, it’s manual simply because there are no central systems outside the discount broker platforms that can provide reliable information.It’s important to understand your expectations in order to get a clear picture of your portfolio.
Tracker Summary
SUMMARY VIEWGet a bird’s eye view of your portfolio, the performance, and status towards your goals. |
SECTOR DIVERSIFICATIONKnow your exposure to the different sectors and use it to make investment decisions. |
PORTFOLIO PERFORMANCEGet a clear annual rate of return on your portfolio and accounts. |
STOCK DETAILSKnow your holdings by tracking many data points per stock including the account, the sector, the dividend, the amount invested and the market value. |
DIVIDEND INCOMETrack your dividend income per stock, per account and for your portfolio. |
CAPITAL GAINSTrack your capital gains for each holding. It’s tedious tracking but it needs to be done and it’s easy when you are setup properly. |
quoteKnowing where you have been is critical. Once you know, you can take the necessary steps to reach your retirement and financial freedom goals. Until then, it’s all guess work.
What to Expect
SUMMARY VIEWThe summary is broken down into your performance, your dividend income and your contribution. Ensure your ROR matches your goals for growth and always aspire to contribute more every year. The more you earn from your employment, the more you should be investing.
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SECTOR DIVERSIFICATIONKnow your exposure to the different sectors and use it to make investment decisions.
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PORTFOLIO PERFORMANCETracking the performance of a portfolio is not easy. It’s not as simple as seeing a stock up 50%. 50% over 10 years is not much to be desired … What was the annual return? Proper calculations require contribution time and amount. With the annual Rate of Return (ROR), you can then properly see how your portfolio is doing and take action.
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STOCK DETAILSThe data is broken down into a summary, performance, tax accounting and dividend. When we look at a stock holding, we want to know where it’s at, if it’s up or down, our potential capital gains if we sell and the dividend it pays.
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DIVIDEND INCOMEWith a detailed monthly breakdown of dividend, you can assess the income for your needs or the potential growth of your portfolio.
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CAPITAL GAINSCapital gains tracking is not necessary to assess the performance of your portfolio but useful if you hold investments outside tax-free accounts. You can assess potential tax benefit or consequences of selling a holding.
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Be in Charge – 8 Simple Steps
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One Time PurchaseCAD $35Portfolio Performance
Dividend Income Tracker
Capital Gains Tracker
Diversification Graph
Google Account Required |
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