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dividenddaze1@gmail.com
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Personal Capital
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Spreadsheets

 

All below spreadsheets come in google docs form. Either copy the document’s data and formulas into a new google doc or save as a new file in order to make changes and add your own data. Forms that refresh automatically must stay as a google doc in order for it to update properly. Updates may be delayed up to 20 minutes but are close to real time.

 

 

Portfolio Tracker and Watch List

This document has two tabs. One is to keep track of the stocks in your portfolio and the other is for stocks on your watch list. Instructions are on document.

Portfolio Tracker and Watchlist

 

 

Future Portfolio Potential

This spreadsheet calculates the future potential value of your portfolio per year. It shows first-hand the power of compounding dividends and the time value of money. It does not take market conditions or inflation into account. Your portfolio performance may vary.

 

Future Portfolio Potential

 

 

Expense Tracker

Puts your expenses against income to calculate your savings and investing percentage, as well as how much money will be left over at the end of the year. Also takes taxes into consideration for a better prediction.

 

Expense Tracking

 

 

Personal Capital

Personal Capital

I use the free Personal Capital tool all the time. It keeps my finances all in one convenient location and automatically updates them for me. They also provide many other useful tools and trackers including Net Worth, Investment, Retirement, etc. The investment tracker is great for finding high fees that are wasting your hard earned money. I also like the allocation page to make sure my investments are allocated properly in a sector. It is also a completely free service, so it is worth a try if you have never used it before. I would highly recommend it.

 

 

If you have any other ideas for spreadsheets for me to make, or questions about these documents, please email me at dividenddaze1@gmail.com.