Dividend Tracker Plantilla Essentials
Track dividend income from investment holdings. Monitor payment dates, amounts, and yield across dividend-paying stocks and funds.
Qué incluye
- Dashboard with dividend income summary showing total dividends received, average yield, and projected annual income
- Dividend log with columns for ticker, payment date, ex-dividend date, dividend per share, and total payment amount
- Yield calculations per holding based on current share price and annual dividend amount for each position
- Monthly and annual income totals with automatic summation showing dividend income across all time periods
- Payment frequency tracking with color-coded input cells (yellow) for monthly, quarterly, and annual dividend schedules
- Works in Microsoft Excel, Google Sheets, and LibreOffice Calc with no setup required
Need more from this template?
The Essentials version covers everyday tracking. Ultimate goes further with multi-entity support, scenario analysis, and ultimate-grade reporting.
- Dashboard with dividend income summary showing total dividends received, average yield, and projected annual income
- Dividend log with columns for ticker, payment date, ex-dividend date, dividend per share, and total payment amount
- Yield calculations per holding based on current share price and annual dividend amount for each position
- Monthly and annual income totals with automatic summation showing dividend income across all time periods
- Seguimiento de hasta 30 posiciones que pagan dividendos con ticker, acciones, costo base, precio actual, dividendo anual por acción, frecuencia y fecha ex-dividendo
- Panel con 6 tarjetas de KPI: valor total del portafolio, ingreso anual por dividendos, rendimiento del portafolio, rendimiento sobre costo, número de posiciones y próxima fecha ex-dividendo
- Hoja de Historial de Dividendos que registra cada pago de dividendo recibido con fecha, ticker, acciones, dividendo por acción y total recibido
- Hoja de Ingreso Mensual que proyecta el ingreso esperado por dividendos por mes según la frecuencia de pago y muestra lo recibido real junto a las proyecciones
- Análisis de Rendimiento sobre Costo que muestra costo base original, rendimiento actual sobre costo y cómo el rendimiento sobre costo ha crecido para cada posición a lo largo del tiempo
Vista previa
Mira qué contiene esta plantilla
Cómo usar esta plantilla de Dividend Tracker
Enter dividend positions
List each dividend-paying stock or fund with the ticker, shares owned, and current share price.
Log dividend payments
Record each payment with the ticker, payment date, dividend per share, and total amount received.
Review yield
The template calculates yield per holding based on the annual dividend divided by the current share price.
Check income totals
The dashboard shows total dividends received monthly and annually, plus projected annual income based on current holdings.
Creadas por Claude AI. Perfeccionadas por nosotros.
Usamos Claude AI para crear el borrador de cada plantilla, después de una investigación profunda. Luego nuestro equipo interviene. Refinamos el diseño, probamos cada fórmula a fondo, corregimos casos especiales y pulimos el diseño hasta que se siente como algo que realmente usaríamos nosotros mismos. La IA nos lleva al 80%. El último 20% es criterio humano.
Preguntas frecuentes
How is dividend yield calculated?
Yield equals the annual dividend per share divided by the current share price. The template computes this for each holding automatically.
Does it track ex-dividend dates?
Yes. The log includes an ex-dividend date field so you know the cutoff date for qualifying for each payment.
Can I project future income?
Yes. The projected annual income multiplies each holding current annual dividend by shares owned. The total across all holdings shows expected yearly income.
Does it handle dividend reinvestment?
If you reinvest dividends, update the shares owned when new shares are purchased. The next dividend payment reflects the increased share count.
¿Cómo abro esto en Google Sheets?
Sube el archivo .xlsx a Google Drive y luego ábrelo con Google Sheets. Todas las fórmulas y el formato se conservarán.
Más plantillas Essentials de Investing & Trading
¿Buscas plantillas premium?
Nuestras plantillas de pago incluyen paneles avanzados con múltiples hojas, gráficos nativos de Excel y actualizaciones continuas.