DIVIDEND SNAPSHOT TRACKER
Start Tracking Your Performance & Progress
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 fetch the latest quotes for your stock holdings. No need for expensive software needing annual upgrades. Tracking your portfolio performance, dividend income and capital gains has never been easier.
TRACKER
$29
Take control of your portfolio
SUMMARY VIEW
Get a bird’s eye view of your portfolio, the performance and status towards your goals.
SECTOR DIVERSIFICATION
Know your exposure to the different sectors and use it to make investment decisions.
PORTFOLIO PERFORMANCE
Get a clear annual rate of return on your portfolio and accounts.
STOCK DETAILS
Know your holdings by tracking many data points per stock including the account, the sector, the dividend, the amount invested and the market value.
DIVIDEND INCOME
Track your dividend income per stock, per account and for your portfolio.
CAPITAL GAINS
Track your capital gains for each holdings. It’s tedious tracking but it needs to be done and it’s easy when you are setup properly .
