Hey all, I’ve put together a new dividend tracker spreadsheet and wrote up a blog post explaining how it works. You can check it using this url: https://travelandinvest.com/the-crucial-importance-of-tracking-your-portfolio-performance/ [ETSY Analytics Shop-2]

Looks very useful. I’m not a dividend investor specifically. How does one import your holdings into the spreadsheet?

Hi. You can input the holdings manually in ‘My Portfolio’ tab. You only need to enter number of stocks and average cost.

Will it work on a csv file or something exported from T212? It would take way too long for me to manually enter all my holdings and especially all my buys and sells that I do many times a week

Hi, No it only works with manual input of holdings. For each holding, you need to enter the number of stocks and the average cost of purchase. Importing a csv is not possible. Regards,

Thank you for sharing. Highly recommended :ok_hand:

Not trying to seem ungrateful, but have you considered to rebuilt this on MS Excel? Being able to pull data with Power Query might just elevate your tool to the next level.

Yes, excel is very popular for portfolio trackers. It’s something that i’m already working on and will be available soon. Thanks for your feedback. Much appreciated

What do you think about using some dividend tracker? Automatic solution will be more efficient

A portfolio & dividend tracker tool (based on Google Sheets)

💬 Trading 212 chat

CinvestorI7 June 18, 2024, 6:42pm 6

This Portfolio & Dividend Tracker is now updated and also supports GBP/EUR & USD.

You can check it here.

Topic		Replies	Views
Trading212 Dividend Tracker 💡 Feature suggestions & ideas	86	10911	November 19, 2023
Stock Portfolio Tracker - Most Advanced Automated Stock Tracker 🎥 Video tutorials	0	2690	August 18, 2020
New feature - Export your investing history 📰 What's new	122	10985	April 30, 2024
Google Sheets Portfolio Tracker 💡 Feature suggestions & ideas	27	9724	July 1, 2024
Excel Portfolio Tracker 💡 Feature suggestions & ideas	6	3315	June 3, 2021

A portfolio & dividend tracker tool (based on Google Sheets)

Related topics