No video :(

DIY Investor Tool Kit 7.0! (The Best Dividend Portfolio Tracker!)

Подписаться 154 тыс.

Просмотров 12 тыс.

50% 1

Access Tickerdata and my Spreadsheets: tickerdata.com/
Get a $50 coupon + 7 day free trial to Seeking Alpha: seekingalpha.me/Dividendology
Join my free newsletter! dividendology.substack.com/
The Broker I use: www.interactivebrokers.com/mk...
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!
Subscribe to my second channel: / @tickerdata
Social Media (and other fun stuff):
linktr.ee/dividendology
I am not a Financial advisor or licensed professional. Nothing I say or produce on RU-vid, or anywhere else, should be considered as advice. All content is for educational purposes only. I am not responsible for any financial losses or gains. Invest and trade at your own risk. Some of the links in the description may be affiliate links.

Опубликовано:

28 апр 2024

Ссылка:

Скачать:

Готовим ссылку...

Добавить в:

Мой плейлист

Посмотреть позже

Комментарии : 101

@etpelle72 2 месяца назад

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%.

@Dividendology 2 месяца назад

For the sake of calculations, it probably would make sense to do that.

@wanderlust4591 3 месяца назад

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.

@Dividendology 3 месяца назад

Noted! :)

@mattshaffer4765 Месяц назад

How does this Tool Kit account for individual stock transactions vs. market returns from the SNP vs. QQQ annualized for example? Say I've bought several shares of Meta but then trimmed the position to realize a gain? Or say I've held many shares of Ally over the span of five years and have always held a position but have bought, sold, then re-bought portions of the position over that time? Does this DIY tool account for total portfolio performance including transactions during that time frame relative to qqq or spy?

@jamesplays92 3 месяца назад

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?

@Dividendology 3 месяца назад

All you need to do is copy and paste the old data from your spreadsheet!

@favourhenshaw197 2 месяца назад

Wish this was in notion 😭

@danielnewell9428 2 месяца назад

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.

@Dividendology 2 месяца назад

Make sure you plug in the dates in the same way they are formatted on the dividend calendar!

@danielnewell9428 2 месяца назад

@@Dividendology Great thanks !!

@brandonhurt3947 3 месяца назад

Is there a plan to be able to just link our brokerage accounts like other divedend trackers out there?

@MoRpHiNe_NPC 3 месяца назад

If this gets added and portfolio div overall growth rate I’m sold

@Dividendology 3 месяца назад

thats a good idea. I'll make a note of that!

@dannybloshkin3263 Месяц назад

do you manually need to add your data or does it connect to your brokerage account and auto populate?

@alphadoescommentary2034 Месяц назад

Manually

@darrena5384 3 месяца назад

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?

@Dividendology 3 месяца назад

Send me an email with a screenshot at help@tickerdata.com and I'll look into it.

@vilkogamer 3 месяца назад

Hi I have a question, when you buy the tickerdata for 1 month just for the spreadsheats and then cancel will they stop working?

@Dividendology 3 месяца назад

Yes! Access to the Tickerdata functions is what allows these sheets to be automated!

@tioopuh Месяц назад

What if you just continue with the standard membership?

@blandetslik1 3 месяца назад

Awsome update.. Thanks :D

@Dividendology 3 месяца назад

Thank you! You're welcome!! :)

@PaddyLongsChicago 3 месяца назад

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?

@Dividendology 3 месяца назад

This video is a quick tutorial: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-1NvPd8iN8SE.html

@PaddyLongsChicago 3 месяца назад

@@Dividendology Thanks. What is the "Purchase" column in the stock holdings section?

@Dividendology 3 месяца назад

Purchase price! :)

@almason2579 3 месяца назад

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?

@Dividendology 3 месяца назад

It will no longer auto update.

@danielfrancis4504 3 месяца назад

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! 🎉)

@Dividendology 3 месяца назад

It can! you can see a list of all the different places/exchanges it can track stocks from here: tickerdata.com/exchanges

@alejandromoreno500 2 месяца назад

Hi! How can I download the spreadsheet? Do I just need to suscribe to ticker data?

@Dividendology 2 месяца назад

You can download it by becoming a premium member on TickerData.com !

@peter8454 Месяц назад

@@Dividendology oops, here is the catch...

@danielnewell9428 2 месяца назад

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 ?

@Dividendology 2 месяца назад

you should be fine doing that! :)

@SweetGreenDream 3 месяца назад

Is there anyway to get the toolkit as a one time download that doesn't require new logins/profiles?

@Dividendology 3 месяца назад

For the sheet to work, you have to have an account with Tickerdata.com for the data to auto update!

@challenger4992 3 месяца назад

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..?

@Dividendology 3 месяца назад

I personally have 30 positions and use it.

@TheMillennialMint 3 месяца назад

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?

@Dividendology 3 месяца назад

If you buy the same stock multiple times, you simply need to update the total of shares you own and your average buy price!

@jodimorrison 3 месяца назад

That didn't answer his question??

@Dividendology 3 месяца назад

If he does what I said, it will pull dividend information correctly! :)

@user-uh7lr9uk2j 3 месяца назад

Hey could you consider doing a video on WSM I'm carious what you think of it after its bull run.

@Dividendology 3 месяца назад

Nice idea!

@bluesoul97 Месяц назад

Hi, I am having a problem with column P in the stocks tab, from line 61 onwards I keep getting an Error Message "Error Did not find value "RBLX" in VLOOKUP evaluation, every stock that I put in after that line has the same error message, e.g. RMD & ROKU. How can I contact you direct?

@Dividendology Месяц назад

Email me at help@tickerdata.com !

@harrykar5481 Месяц назад

Does it track Canadian stocks?

@Dividendology Месяц назад

Yes!

@MoRpHiNe_NPC 3 месяца назад

I’m sold if the tracker gains brokerage merging, portfolio div growth rate, and automatic div update

@Dividendology 3 месяца назад

Those are good ideas for future updates! Thanks!

@JustManWithLittleHope 3 месяца назад

Is there any possibility to update the old sheet without having to rewrite everything in this new one ? TY

@Dividendology 3 месяца назад

All you will need to do is copy and paste the data from the old sheet! Should only take about 1 to 2 minutes :)

@Scuba-D 3 месяца назад

Can you get this on a smartphone?

@Mark.remarking 13 дней назад

Maybe on Android. I'll let you know if I figure out my iPad/ iPhone

@MrDALJIT123 Месяц назад

Amazing work, I would love it more if you can add witholding Tax % too like i live in Germany if i received dividend from USA stock then i have to pay 15% withholding tax 1st. Thank you

@Dividendology Месяц назад

Great suggestion!

@thomaseich5548 5 дней назад

Thank you!

@danceparty769 3 месяца назад

Why do we have to sign up for some subscription to get your spreadsheets? just offer them for purchase with a one time fee

@Dividendology 3 месяца назад

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: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-dsmQt7tVcGk.htmlsi=qo4A7fKwM0fvr3yO

@danceparty769 3 месяца назад

@@Dividendology ah so youre paying for the data not the sheets, not my style but makes sense

@rooner1231 3 месяца назад

The auto thing is the whole point 😮

@SUPER-A333 Месяц назад

Does the Dates and everything update automatically as we continue through the year?

@Dividendology Месяц назад

It is automated! You can see a tutorial here: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-1NvPd8iN8SE.html

@SUPER-A333 Месяц назад

@@Dividendology Be Honest wasn't expecting a replay on month old video so ... Thank you

@gmnod 3 месяца назад

It would be interesting to know your thoughts on PRI (Primerica)

@Dividendology 3 месяца назад

nice suggestion! :)

@sam87389 3 месяца назад

Question does this also track the DRIP dividends?

@Dividendology 3 месяца назад

Yes!

@sam87389 3 месяца назад

@@Dividendology awesome also I sent an email Bcs for some reason the extension doesn’t let me download it. It gives me an error

@Dividendology 3 месяца назад

just responded :)

@ahmetyasar405 2 месяца назад

Does this chart support Turkish (BIST100) stocks as well?

@thepocketwatchman Месяц назад

What if I have some stocks that's been bought in my regional currency and others in USD? Seems like just changing currency in stock tab is making all wierd stuff in this case. Probably because it's not updating price as it has different price than USD

@Dividendology Месяц назад

You need to input the purchase price for the currency you bought it in!

@thepocketwatchman Месяц назад

@@Dividendology Hmmm so let's say. 1 stock I bought for 100 X and another for 100 X as well but it's been listed as 300 Y (whatever currency I use). I should put price as 100 and 100 after I do currency conversion + set currency to X? And vice versa. If I want this to be in my currency I do currency exchange and set these as 300 and 300? I think it's how it works and have to put price in one selected currency only (do currency exchange manually). It seems to go wierd if I put 100 and 300. It wont know if it's currency X or Y. So chart looks at set currency as X for example and calculate all Y prices as X which is incorrect. That's what I get form observations at least cos it went kinda weird with mixed currencies.

@Mark.remarking 13 дней назад

Question for anyone. I'm not sure how to load tickerdata add on through Google sheets on iPad. There's no menus. (I'm probably looking at the wrong spot)

@Mark.remarking 13 дней назад

Says add on isn't available on iPhone or iPad, true?

@Dividendology 13 дней назад

Add ons aren't available on the google sheets app, but if you use a web browser, you should be able too.

@Mark.remarking 13 дней назад

@@Dividendology I will try. Great idea

@zaraxii Месяц назад

Hi Good Sir, was wondering if you could help explain something. I track individual purchase transactions for my stocks to know the average purchase price for that particular stock. But what I can't seem to wrap my head around is if I partially sold out of the position, what becomes of my average purchase price and how would it affect my market value? Example: I buy 10 shares at an average price of $1 averagePrice: 1, costBasis: 10, quantity: 10, I then sell 5 of these shares at market price of $5 averagePrice: ??? costBasis: ??? quantity: 5 Could you share how you would calculate this in the spreadsheet if you know how? Thank you very much!

@Dividendology Месяц назад

All you need to do is update the total amount of shares owned!

@winningwithmoney101 3 месяца назад

Does this work for etfs?

@Dividendology 3 месяца назад

Yes!

@winningwithmoney101 3 месяца назад

@@Dividendology Do you have a video where you want us through how to download the excel sheet, etc?

@Dividendology 3 месяца назад

Here's a video that shows where to access the sheets: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-PVUC-QBkdDk.html

@winningwithmoney101 3 месяца назад

@@Dividendology Thank you.

@thomaseich5548 5 дней назад

Hello! How do you get BRK.B to load in? all the variations BRKB BRK'B BRK.B all dont work

@Dividendology 5 дней назад

Like this: “BRK-B”

@Adrian-cn5rk 3 месяца назад

Are you the founder/creator of tickerdata?

@Dividendology 3 месяца назад

Yes! As well as my friend/developer! :)

@princediesel1 Месяц назад

How do I download the spreadsheet without paying a monthly fee ?

@darrena5384 3 месяца назад

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.

@Dividendology 3 месяца назад

just responded to your email! :)