Portfolio Tracker

Feb 27, 2015 Update: The spreadsheet has been updated to show "Today's Change".

April 6, 2015 Update: The spreadsheet has been updated to pull dividend data from FinViz, which is faster, more accurate and more reliable than the GoogleFinanceAddon plugin was.

I've created a portfolio tracker Google spreadsheet that will automatically update unrealized gains and losses, as well as display current annual dividend income, both as a dollar amount and a percentage of the entire portfolio. Pie charts for "Total Allocation" and "U.S. Sector Allocations" are also included. I've provided a template with some sample positions. Make a copy to be able to edit it yourself. Input the appropriate values into the yellow fields: "share quantity" and "average purchase price / share" and select the appropriate category from the dropdown menu, and the spreadsheet will do the rest.

Sometimes the dividend won't be automatically pulled, in which case enter it manually into the "Dividend" column. In the template "MAPIX" is an example of this.

To insert more assets, just add rows below the lowest asset ("TLO" in the template) and copy/paste an existing row into the new rows. Please note that if you have a DRiP (dividend re-investment plan) in place, you'll have to manually update the share quantity and average purchase price / share after a dividend has been re-invested.

QH Portfolio Tracker Template