DIY Investor Tool Kit 7.0! (The Best Dividend Portfolio Tracker!)
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- Опубликовано: 28 апр 2024
- Access Tickerdata and my Spreadsheets: tickerdata.com/
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In this video, I go over some of the most recent updates that I've made to the DIY Investor Took Kit portfolio tracker! Let me know of any thoughts or questions you have down below!
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Should i also track mutual funds with this? Mutual funds pay dividends, but eoy they also pay capital gains distributions that are reinvested just like dividends. Should i list the capital gains distribution as dividends instead of gains for the sake of the calculations? I hope that made sense. for instance i was looking at selling pogrx and buying jepi because the pogrx dividend rate is 0.51and jepi is 7.61. However pogrx also had capital gains distribution at eoy and in the end taking that into consideration pogrx income was 10% vs jepi 7.6%.
For the sake of calculations, it probably would make sense to do that.
I can’t seem to get the dividend calendar tab to show my dividends? The daily dividends is showing up when I put them in but not on the dividend calendar.
Make sure you plug in the dates in the same way they are formatted on the dividend calendar!
@@Dividendology Great thanks !!
Is there a plan to be able to just link our brokerage accounts like other divedend trackers out there?
If this gets added and portfolio div overall growth rate I’m sold
thats a good idea. I'll make a note of that!
When im adding .L to the stock for stocks on London exchange, the stock prices in the database is listed in pence, but the spreadsheet reads it as pounds. So, a £23.49 stock is coming up is £2349 (as its listed in the database in pents/cents.....) How can i fix this please?
Send me an email with a screenshot at help@tickerdata.com and I'll look into it.
Hi I have a question, when you buy the tickerdata for 1 month just for the spreadsheats and then cancel will they stop working?
Yes! Access to the Tickerdata functions is what allows these sheets to be automated!
I am just starting with this - but how do I link my brokerage accounts? I don't see where I can plug in how much I purchased the stocks for etc. Can you help?
This video is a quick tutorial: ruclips.net/video/1NvPd8iN8SE/видео.html
@@Dividendology Thanks. What is the "Purchase" column in the stock holdings section?
Purchase price! :)
Hi! How can I download the spreadsheet? Do I just need to suscribe to ticker data?
You can download it by becoming a premium member on TickerData.com !
Nice update, but I will make one comment on the stock tab. The removal of the daily gain is a bit disappointing. I do see the dollar gain and the growth, but it was nice to see how much it made in this current day.
Noted! :)
I was wondering if you decide to cancel your subscription. What happens to the information? Does the Google sheets still work? Will it still update automatically?
It will no longer auto update.
Looks great, thanks for fixing the currencies. If i have been using 6.0, will it automatically start converting or will i have to transfer the data onto a new 7.0?
All you need to do is copy and paste the old data from your spreadsheet!
Is there anyway to get the toolkit as a one time download that doesn't require new logins/profiles?
For the sheet to work, you have to have an account with Tickerdata.com for the data to auto update!
Can you get this on a smartphone?
Some of my stocks are priced in pence rather than pounds. To resolve this I simply added a divide by 100 to the formula is this fine to do or will it affect the formula across the sheet ?
you should be fine doing that! :)
Awsome update.. Thanks :D
Thank you! You're welcome!! :)
Wondering what this would look like if you had 20 or 30 positions. Would it make it unreadable in sections like "Cost and Market Value, etc..?
I personally have 30 positions and use it.
Got a question: what if you have different instances of the same stock? For example, you have SCHD in two different accounts, and need to list them separately because there’s different share and purchase price info. Does that dividend information still pull correctly?
If you buy the same stock multiple times, you simply need to update the total of shares you own and your average buy price!
That didn't answer his question??
If he does what I said, it will pull dividend information correctly! :)
Looking at the sheets, can it track my Malaysian stock portfolio in MYR currency together with my US stocks? (Edited: looking at your video again, yes it is! 🎉)
It can! you can see a list of all the different places/exchanges it can track stocks from here: tickerdata.com/exchanges
Why do we have to sign up for some subscription to get your spreadsheets? just offer them for purchase with a one time fee
Tickerdata allows data to be automatically imported into your spreadsheet. Thats what allows the spreadsheet to work and be automated :)
See this video for examples: ruclips.net/video/dsmQt7tVcGk/видео.htmlsi=qo4A7fKwM0fvr3yO
@@Dividendology ah so youre paying for the data not the sheets, not my style but makes sense
The auto thing is the whole point 😮
Is there any possibility to update the old sheet without having to rewrite everything in this new one ? TY
All you will need to do is copy and paste the data from the old sheet! Should only take about 1 to 2 minutes :)
Does this chart support Turkish (BIST100) stocks as well?
Does it track Canadian stocks?
Yes!
I’m sold if the tracker gains brokerage merging, portfolio div growth rate, and automatic div update
Those are good ideas for future updates! Thanks!
Hey could you consider doing a video on WSM I'm carious what you think of it after its bull run.
Nice idea!
Question does this also track the DRIP dividends?
Yes!
@@Dividendology awesome also I sent an email Bcs for some reason the extension doesn’t let me download it. It gives me an error
just responded :)
Wish this was in notion 😭
Does this work for etfs?
Yes!
@@Dividendology Do you have a video where you want us through how to download the excel sheet, etc?
Here's a video that shows where to access the sheets: ruclips.net/video/PVUC-QBkdDk/видео.html
@@Dividendology Thank you.
It would be interesting to know your thoughts on PRI (Primerica)
nice suggestion! :)
Are you the founder/creator of tickerdata?
Yes! As well as my friend/developer! :)
I just bought the pro protfolio tracker and Im trying to input my first stock (BATS.L). I bought 0.9 shares and the share price is £23.50. Can anyone please tell me why it is saying that my 0.85 share of a £23.45 valued share is coming up in the PRICE column as £2349. Its actually worth £19.85, so why is it saying its worth thousands? Any help is appreciated.
just responded to your email! :)