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

Portfolio Performance

Dividend Income Tracker

Capital Gains Tracker

BUY

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 .

WHAT TO EXPECT

  • Dividend Tracker Summary

    Dividend Tracker Summary

  • Dividend Tracker Contributions

    Dividend Tracker Contributions

  • Dividend Stock List

    Dividend Stock List

  • Dividend Portfolio Diversification

    Dividend Portfolio Diversification

  • Capital Gains Tracker

    Capital Gains Tracker