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Dividend Portfolio Tracker — Income Calendar & Yield

Original price was: $18.00.Current price is: $12.00.

Track your dividend stocks and funds: value, gains, yield, yield on cost and a month-by-month income calendar with charts.

What you get

Formats
Excel, Google Sheets
What’s inside
40 holdings · income calendar · yield on cost · 20-year projection
You’ll need
Excel or Google Sheets (free)

Or get this and every file in the shop + the Reading Club with the All-Access Pass.

Description

Watch your passive income grow. See how much each holding pays, which months the money arrives, and how reinvesting could add up over 20 years.

What’s inside

  • Holdings for up to 40 stocks or funds
  • Income calendar: mark payment months and see income per month
  • Dashboard with totals and an income chart
  • Reinvestment projection with contributions, price growth and dividend growth

How it works

  • Update prices once a month
  • Projections are what-if illustrations, not forecasts

Good to know

  • This is a digital download — nothing will be mailed to you.
  • Works in Microsoft Excel and Google Sheets (free). Instructions for importing into Google Sheets are on the Start Here tab.
  • Educational and record-keeping tool — not financial, investment or tax advice. Sample rows use made-up tickers.

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