Build Your Own Portfolio Dashboard Tracker in 20 Minutes! (Portfolio Tracker in Google Sheets)

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  • เผยแพร่เมื่อ 13 ม.ค. 2025

ความคิดเห็น • 221

  • @Dividendology
    @Dividendology  2 ปีที่แล้ว +22

    Dividend Formula:
    =if(A5="","",substitute(SUBSTITUTE(index(importhtml("finviz.com/quote.ashx?t="&A5,"table",9),7,2),"*",""),"-","0.00"))
    Industry Formula:
    =if(A5="","",if(isblank(A5),"",index(importxml("eresearch.fidelity.com/eresearch/goto/evaluate/snapshot.jhtml?symbols="&A5&"","//div[@class='sub-heading']//span[@class='right']"),1)))
    1 Yr Trend Line:
    =if(A5="","",sparkline(GOOGLEFINANCE(A5,"Price",today()-364,today())))

    • @kristeo
      @kristeo 2 ปีที่แล้ว +10

      Thanks for the very informative video! Unfortunately the industry formula didn't work for me. Is it because Fidelity has changed something on their website?

    • @bobblizzard7865
      @bobblizzard7865 ปีที่แล้ว +3

      Any update on the link for the industry URL not working?

    • @fleshandfantasyadultsextoy5472
      @fleshandfantasyadultsextoy5472 ปีที่แล้ว +10

      The Dividend formula does not work for me. Did it 3 times carefully to be sure I did it correct. Checked it over and over.
      Keep getting an REF error saying Function INDEX parameter 2 value is 7. Valid values are between 0 and 1 inclusive. Please help

    • @IDarKVorteXXOfficial
      @IDarKVorteXXOfficial ปีที่แล้ว +19

      @@fleshandfantasyadultsextoy5472 change the 9 to a 10

    • @Nick_Wenzlaff
      @Nick_Wenzlaff ปีที่แล้ว +5

      For me the new Industry formula that you put in the description is giving me an error message. Does anyone know how to solve that?

  • @AshwinKrishna-im5vq
    @AshwinKrishna-im5vq 9 หลายเดือนก่อน +4

    Thank you so much. Found it is very valuable to get the ball rolling. I am trying to DIY my own tracking dashboard.

  • @cinematreefield
    @cinematreefield 12 วันที่ผ่านมา

    "Arre waah bhai, yeh toh bohot hi useful tutorial hai! Google Sheets mein portfolio tracker banane ke tips ko bohot achhi tarah explain kiya hai aapne. Dhanyawaad for sharing this knowledge! Dhoond raha tha ek aisa tool jo mujhe apne investments ko track karne mein help kare. Ab toh download karne ja raha hu your spread

    • @Dividendology
      @Dividendology  12 วันที่ผ่านมา

      Thanks for the king words! Enjoy!

  • @AquaSol366
    @AquaSol366 ปีที่แล้ว +10

    Hi. My sheets says this: "Function INDEX parameter 2 value is 7. Valid values are between 0 and 1 inclusive" for the dividend formula. Can you please tell me why?

    • @treyscofield4618
      @treyscofield4618 10 หลายเดือนก่อน

      I too received this error message today.

  • @sunny1449
    @sunny1449 หลายเดือนก่อน +1

    This video helped me createmy own dashboard, which I have been waiting for such a long time to make. It makes my life way more easier. I am in India and I want you to help me give me resources where I can get the dividend data and industry data for my dashboard?

    • @Dividendology
      @Dividendology  หลายเดือนก่อน

      Yes! I use the tickerdata (Tickerdata.com) add on in google sheet to auto pull in stocks financials from countries all over the world. This video will show you how: th-cam.com/video/IfdQku3Kzng/w-d-xo.html

  • @aladinzahran
    @aladinzahran ปีที่แล้ว +1

    Thank you so much for another wonderful job. You are absolutly amazing. I learnd a lot from you understanding google sheets and I enjoyed your presentation for Portfolio Tracker. Thank you again for a great job.

  • @eirinigeorgiou6494
    @eirinigeorgiou6494 9 หลายเดือนก่อน

    Great video, I spent over 50 minutes reviewing it, because it is a little bit old, but I also created my own sheet! Great work and thank you for helping your audience build their dividend wealth.

    • @Dividendology
      @Dividendology  9 หลายเดือนก่อน

      Glad it was helpful!

  • @ico_255
    @ico_255 8 หลายเดือนก่อน +2

    Hey, great work on these trackers! I built one of my own based on your ideas, but I have a question.
    If I buy the same stock 2 or 3 times, does google sheets know these are basically the same stock (same ticker) or do I need to do like an average price / share for all my purchases and put them in one table entry?
    Thanks and greetings from Germany!

    • @Dividendology
      @Dividendology  8 หลายเดือนก่อน +1

      Thats awesome! And you simply just need to list the stock once and update the average buy price as well as the total amount of shares owned.

  • @Garrick645
    @Garrick645 7 หลายเดือนก่อน +1

    How to inculcate automating rebalancing in it. Like I provide the entry date and exit date for stocks in my portfolio

  • @TomasVarnik
    @TomasVarnik 2 ปีที่แล้ว +11

    How can we calculate the cost of stocks when selling some of them? This only works if we only buy, but selling and buying does not reflect the real cost

    • @NDRyanND
      @NDRyanND ปีที่แล้ว +4

      No answer?

    • @emmanuellorenzodiaz55
      @emmanuellorenzodiaz55 ปีที่แล้ว +3

      Most of the tutorials just shows the holding not the buying, selling, deposits and withdrawals from the portfolio.

    • @sunny1449
      @sunny1449 หลายเดือนก่อน

      Can we just manually add what we buy and subtract what we sell?

  • @mbilly3013
    @mbilly3013 11 หลายเดือนก่อน +1

    it would be nice if you can add functionalities for the ledger, e.g. buy MSFT multiple times and able to consolidate to a singe total sum.
    Here you only show 1 stocks already consolidated..

    • @Dividendology
      @Dividendology  11 หลายเดือนก่อน

      You just need to list your average purchase price and total amount of shares owned!

  • @onlytanofficial
    @onlytanofficial 6 หลายเดือนก่อน

    Wow!!! This tutorial is way beyond what I expected. If we are good at making the dashboard like this, we can have greater benefits to our investment or any data collection. Thanks for sharing and creating this tutorial. It's totally awesome!!!

  • @Ten_Broeck
    @Ten_Broeck ปีที่แล้ว

    Thank you so much I learned tons that I can use for more spread sheets I want to make, and now I have a cool Portfolio dashboard

  • @marysmith3710
    @marysmith3710 ปีที่แล้ว +4

    Is it possible to include the announcement date, ex dividend date & dividend payment date in the Spreadsheet?

    • @HowTo1Min
      @HowTo1Min หลายเดือนก่อน

      Yes, you need to fetch those details from the same website.

  • @robertweekley5926
    @robertweekley5926 2 หลายเดือนก่อน

    Sorry to Jump in, but - will this handle Dollar Cost Averaging, or Dividend Manual (& DRIP) Re-investing, that varies as to what is invested, and is not always the same stock that paid the Dividend?

    • @Dividendology
      @Dividendology  2 หลายเดือนก่อน

      You list each stock once, then update your average buy price and your total amount of shares owned.

  • @emileroose42
    @emileroose42 2 ปีที่แล้ว +1

    hello, i use sharesight. What are the advantages of maaking your own exel?

  • @jeanroyer4167
    @jeanroyer4167 2 ปีที่แล้ว +3

    Hello does this spreadsheet work with Canadian stocks ans does it calculate the average cost of a stock when you buy the same stock at different period in time? Thanks for the answer, waiting for your answer to join your patreon.

    • @Dividendology
      @Dividendology  2 ปีที่แล้ว +4

      It does not currently work with Canadian stocks, but I’m currently looking for options for tracking Canadian stocks.

    • @andrelizotte9912
      @andrelizotte9912 2 ปีที่แล้ว +1

      have the same interest for Canadian stock, need both us and Canadian.

    • @kyleterlesky4780
      @kyleterlesky4780 ปีที่แล้ว

      @@Dividendology Yes, an excellent spreadsheet - Thanks for the tutorial. I am also interested in Canadian Stocks and retrieving the formulas like you do on Finviz.

    • @marniedreyer-shaik9069
      @marniedreyer-shaik9069 10 หลายเดือนก่อน

      would also like to track canadian stocks. awesome work

  • @mariannagreenlee
    @mariannagreenlee ปีที่แล้ว

    Wow, thank you so much!! I am going to go chart crazy right now😂

  • @Tesla-Cannon
    @Tesla-Cannon 2 ปีที่แล้ว +1

    Does each holding need to be listed once? I dollar cost average per paycheck

    • @Dividendology
      @Dividendology  2 ปีที่แล้ว +1

      Each holding should be listed once, so list your average price.

  • @willowandluka5302
    @willowandluka5302 10 หลายเดือนก่อน +1

    Trying to figure out what changed with the formula for dividends. It’s displaying a percentage instead of the dividend amount. For example, KO is showing “1.95 (3.28%)”. Just gotta get rid of that percentage part.

    • @LicoInvestments
      @LicoInvestments 7 หลายเดือนก่อน +2

      his formula is outdated, so now he's just trying to sell his spreadsheet for money rather than update it for his viewers

  • @simssim7821
    @simssim7821 หลายเดือนก่อน

    Hi Great Stuff and thank you for this tutorial. Google Finance does not fetch data from stock codes from Singapore stock exchange. Is there any alternatives method to get the price and other information like dividends via Google finance?

    • @Dividendology
      @Dividendology  หลายเดือนก่อน

      Yes! You need to download the Tickerdata add on in google sheets. Make an account at Tickerdata.com

  • @dm9860
    @dm9860 ปีที่แล้ว

    Important information to have on ur chart is PPS or BVPS ...

  • @trevorsoderholm9309
    @trevorsoderholm9309 2 ปีที่แล้ว +2

    Hey for the industry stock I don’t know if it’s just me but the link no longer works

    • @AquaSol366
      @AquaSol366 ปีที่แล้ว

      It's not just you😐

  • @T3chBeatz
    @T3chBeatz ปีที่แล้ว +1

    Superstar - thanks for uploading this! 👌🏽

  • @RakeshBharatChandraYadavBasabo
    @RakeshBharatChandraYadavBasabo ปีที่แล้ว +7

    I am actually unable to fetch dividend from the given URL. The error shown is ' Function INDEX parameter 2 value is 7. Valid values are between 0 and 1 inclusive. '

    • @tojnar4415
      @tojnar4415 9 หลายเดือนก่อน +1

      Same

    • @michaelduby3699
      @michaelduby3699 4 หลายเดือนก่อน

      @@tojnar4415 move the table to '10' instead of '9'

  • @_VlCTOR_
    @_VlCTOR_ 2 ปีที่แล้ว

    I like this video so much. Need to find time to create such excel files by myself

  • @pascalfont4925
    @pascalfont4925 ปีที่แล้ว

    Bonsoir, bon travail, merci beaucoup. Good evening, good job, thank you very much

  • @wealthyinformation8340
    @wealthyinformation8340 2 ปีที่แล้ว +1

    Hello, How to create Portfolio PE vs Market PE in spread sheet

  • @kgba17580
    @kgba17580 ปีที่แล้ว

    hi can you use this to get funds in as well, i have 365 but only see stocks to bring in
    thanks in advance

  • @JohnBopp-n8o
    @JohnBopp-n8o 4 หลายเดือนก่อน

    I have all of my stock purchases in as transactions, how can I get google sheets to recognize separate purchases of the same stock as the total holdings of that stock?

    • @Dividendology
      @Dividendology  4 หลายเดือนก่อน

      You simply need to list each stock once, and then list your total amount of shares owned and list your average purchase price.

  • @hernstv
    @hernstv 11 หลายเดือนก่อน

    Awesome. Working on my portfolio 02/02/24!

  • @papijelly
    @papijelly 2 ปีที่แล้ว +1

    Not sure if otherts have this issue but some of the formulas take very long to load. most of the times they stay on loading oe N/a. I dont think is the network speed but any ideas ?

    • @BLAngel1
      @BLAngel1 2 ปีที่แล้ว

      I think that is Google. I've done similar things in the past and I've gotten error messages all over the place. It usually clears up pretty quickly.

  • @gilsoncanella9781
    @gilsoncanella9781 ปีที่แล้ว

    in my dividend column import from finviz come like text and does not allows me to make subtraction, multiply,etc. Any recommendation how to tranform this column to a number? Thanks

  • @hairypawter8475
    @hairypawter8475 6 หลายเดือนก่อน

    Hi, Im from Australia, my biggest holding is A200, do you have Australian equivalent forumals for the last 4 values, dividends to industry? I cant get those

    • @Dividendology
      @Dividendology  6 หลายเดือนก่อน

      You can use the tickerdata add on to pull in australian stock data! This video shows you how: th-cam.com/video/0hHftuLRdU0/w-d-xo.html

    • @hairypawter8475
      @hairypawter8475 6 หลายเดือนก่อน

      @@Dividendology oh no there is paywall :(. It doesnt seem to work without a subscription, do you know another way?

    • @Dividendology
      @Dividendology  6 หลายเดือนก่อน +1

      Tickerdata is the best way. It allows you to import 30+ years of historical stock financials for international and US stocks

  • @tslegers
    @tslegers 10 หลายเดือนก่อน

    finviz has changed the dividend cell to a text value with both the div amount and % yield. where is a different source to get just the div amount as a number value?

    • @jesseye33
      @jesseye33 6 หลายเดือนก่อน

      EVERYONE WITH THE DIVIDEND PROBLEM PLEASE CHECK OUT THIS VIDEO INSTEAD: th-cam.com/video/7HI5MWlzuXQ/w-d-xo.html

  • @aleks_sv6660
    @aleks_sv6660 9 หลายเดือนก่อน +1

    My google sheet says "wrong in formating" when i write almost every your code. What is wrong?

    • @Dividendology
      @Dividendology  9 หลายเดือนก่อน

      You may need to switch your Google sheets to the US version

  • @JackPS9
    @JackPS9 ปีที่แล้ว

    What website would I use instead of finviz for my Canadian Stocks?

    • @Dividendology
      @Dividendology  ปีที่แล้ว +1

      I’m working on a solution for Canadian stocks. Stay tuned!

  • @ercoolitz4868
    @ercoolitz4868 9 หลายเดือนก่อน

    Hi, how to fix the error with changes on finviz now showing both dividend and dividend yield? Thanks.

    • @Dividendology
      @Dividendology  9 หลายเดือนก่อน

      Use the TickerData add on! You can get it at TickerData.com

  • @tazpen6348
    @tazpen6348 2 ปีที่แล้ว +1

    hey mate. what can we do if the dividend in finviz is wrong? As apple is giving 0.23 not 0.92

    • @arionhart5923
      @arionhart5923 2 ปีที่แล้ว

      Multiply 0.23 x 4. We have 4 Quarters.

    • @mokuuu4232
      @mokuuu4232 2 ปีที่แล้ว

      in the formula make sure that the link say "https" and not "http"

  • @JeffVanderKam
    @JeffVanderKam 11 หลายเดือนก่อน

    The dividend calculation on the holdings tab pulled from finviz in column K has stopped working. I have played around with the formula to try and correct this with no luck. Any ideas on how to repair this so this works as it did before?

    • @alexpilorge5431
      @alexpilorge5431 7 หลายเดือนก่อน

      I have the same problem

  • @bovjohnson6965
    @bovjohnson6965 11 หลายเดือนก่อน

    Does this spreadsheet work with international stocks/etfs such as UK stock or a UK ETF?

    • @Dividendology
      @Dividendology  11 หลายเดือนก่อน +1

      Coming soon in an update

    • @bovjohnson6965
      @bovjohnson6965 11 หลายเดือนก่อน

      will this be announced by post or video?@@Dividendology

  • @Nick-nw4uw
    @Nick-nw4uw 2 ปีที่แล้ว

    What if you bought shares at different prices, do you put in the average price? And the total amount of shares bought?

    • @Dividendology
      @Dividendology  2 ปีที่แล้ว +1

      Yes. Total amount of shares and average price.

    • @Lorax2k2
      @Lorax2k2 2 ปีที่แล้ว +1

      @@Dividendology An option would also be to create a UNIQUE list on the Worksheet and SUMIF on the Symbol. A chart of this can be copied to the main Dashboard. As long as the chart on the worksheet stays it will update the dashboard char as well...AND after watching some of your other videos, I see that you sometimes do that.

  • @truthhurts6863
    @truthhurts6863 4 หลายเดือนก่อน

    How do I do this chart to the UK market

    • @Dividendology
      @Dividendology  4 หลายเดือนก่อน

      Use the TickerData add on in google sheets! Tickerdata.com

  • @alexandruniculae3765
    @alexandruniculae3765 ปีที่แล้ว +1

    Hello, when I use =googlefinance(A2,"changepct")/100 give a error, why? do you know? please help me, thanks

    • @sanderlinting7766
      @sanderlinting7766 11 หลายเดือนก่อน

      dont use the komma but use the >> ;

    • @daneshj4013
      @daneshj4013 10 หลายเดือนก่อน

      Could be the an issue with the ticker. What's the symbol?

  • @replyfirst
    @replyfirst 2 หลายเดือนก่อน

    I am having a hard time making this work with cdn stocks I used TSE:T to make it work in google finance but it won't work in the dividend section.

    • @Dividendology
      @Dividendology  2 หลายเดือนก่อน

      In order to get international stocks, you can use the Tickerdata add on in google sheets! Tickerdata.com

  • @haridoss185
    @haridoss185 2 หลายเดือนก่อน

    Hi..Can you share the softcopy of this spread sheet..I couldn't get it. thanks

    • @Dividendology
      @Dividendology  2 หลายเดือนก่อน

      it is available on Tickerdata.com!

  • @frankaben6931
    @frankaben6931 2 ปีที่แล้ว

    how do you put in that you sold a stock?

  • @bmatt9379
    @bmatt9379 2 ปีที่แล้ว

    Your portfolio tracker is awesome. I can download a copy by becoming a patreon member?

  • @manhimwong9534
    @manhimwong9534 11 หลายเดือนก่อน +1

    Great Video, just wondering do you have a video that teaches us to create a template for day trade? Many thanks.

    • @Dividendology
      @Dividendology  11 หลายเดือนก่อน

      Yes I do! Search “Dividendology google sheets day trade tracker”!

  • @maximemuilwijk5924
    @maximemuilwijk5924 5 หลายเดือนก่อน

    Hi. Can someone explain to me how i can get rid of the brackets in mijn Dividend column (ex. 0.99 (0.45%), as my other columns do not recognize this as a value and gives me a subsequent error in my sheets. Thank you!

    • @Dividendology
      @Dividendology  5 หลายเดือนก่อน

      I Use the tickerdata add on now. It allows you to pull in stock financials straight into your spreadsheet. Tickerdata.com

    • @maximemuilwijk5924
      @maximemuilwijk5924 5 หลายเดือนก่อน

      @@DividendologyThank you for responding so quickly! I forgot to login on tickerdata in the google sheet. It works now.
      My major stock is S&P500 (UCITS ETF USD Dis). Its ticker (VUSA:AMS) isn't recognized in the sheet? Do you have any advice? If I use VUSA it recognizes the UK version in pounds, but then the rest doesn't align well (since my input is in euros). Any advice?

    • @Dividendology
      @Dividendology  5 หลายเดือนก่อน

      Send me a screenshot of this at help@tickerdata.com and I’ll help you!

    • @maximemuilwijk5924
      @maximemuilwijk5924 5 หลายเดือนก่อน

      Hi, no longer necessary! I didn't log into my tickerdata account when in Google sheets 😂 I was too excited with the sheet that i completely forgot to read the instructions on the first page hahaha everything works now!😊

  • @XiongysaurasRex
    @XiongysaurasRex 5 หลายเดือนก่อน

    For this i am going to subscribe

  • @SarahAshira-s8j
    @SarahAshira-s8j ปีที่แล้ว

    Some of my tickers don't show up using the Google Finance formula. Do you know why this would be? It seems to be a lot of .TO stocks (I am Canadian and buy a lot of stocks on the TSX). or .CN stocks. Is there a workaround for this?

    • @Dividendology
      @Dividendology  ปีที่แล้ว +1

      Some international stocks don’t well right now, but I’m actually creating a custom solution to fix this!!

  • @georgezavatsky4258
    @georgezavatsky4258 ปีที่แล้ว +3

    Two questions. I have multiple positions with stocks, and I sell off lower positions as price rises. Is there a spreadsheet that shows profit, loss on all positions held? And since I scalp trade, I need updates quicker than every 15 minutes. Currently using a plug-in that updates every 10 seconds for excel. Love what you’re doing it would definitely be a patron if these issues have been addressed.

    • @NDRyanND
      @NDRyanND ปีที่แล้ว

      No answer

    • @CryptoPal-c7p
      @CryptoPal-c7p หลายเดือนก่อน

      @@NDRyanND Hi, did you find a solution please?

  • @muhammadkamranali3586
    @muhammadkamranali3586 8 หลายเดือนก่อน

    Hi, my name is Kamran and I am based in Dubai. I am watching your videos and impressed with your excel skills. I was wondering if you can help me with one formula to automatically calculates cost of shares sold on First-in-First-out basis. I regularly trade in stock market so volume of transaction is quite large. Hence, it is not possible to manually check cost of each share. Hence, I am looking to automate my file, however, I am not able to arrive at cost of shares sold. I took help from AI tools, watched youtube videos etc but remained unsuccessful. Problem comes if I make a split purchase and a split sale i.e. first buy quantity of any share on different dates and then sell the quantity in small chunks on later dates. I would be grateful if you have or you can suggest any solution for this.
    KR

    • @sunny1449
      @sunny1449 หลายเดือนก่อน

      Hi did you happen to find a solution for this?

  • @bradleybaker3647
    @bradleybaker3647 3 หลายเดือนก่อน

    When I put in the dividend formula, it brings up a dollar amount and a percentage and looks like this, 6.62 (1.26%). This causes the "current yield" formula to fail because it cant read the percentage. How to I get it to just show the amount?

    • @Dividendology
      @Dividendology  3 หลายเดือนก่อน

      I now use the Tickerdata add on to automatically get stock financials in my spreadsheet. Check out this video: th-cam.com/video/KRxHOlZSWjs/w-d-xo.html

  • @bidzinakaishauri4122
    @bidzinakaishauri4122 9 หลายเดือนก่อน

    what purchase meaning and how calculate

  • @dm9860
    @dm9860 ปีที่แล้ว +1

    Nice video, ur dividend is based on ur cost at purchase. Most online platform does dividend based on market value.

  • @deancarlson5992
    @deancarlson5992 ปีที่แล้ว

    where can one extract info for Dividend column for ETF's Canada?

  • @sergeys.1142
    @sergeys.1142 ปีที่แล้ว

    Thank you so much for all your videos. Googlefinance is giving totally wrong price of REM (which is the ETF from iShares). For example now it’s giving 0.11 instead of 25.09. Maybe you could advice what might be the reason?

    • @Dividendology
      @Dividendology  ปีที่แล้ว

      Interesting. You may need to indicate the exchange it trades on.

    • @sergeys.1142
      @sergeys.1142 ปีที่แล้ว

      @@Dividendology Thanks a lot! You are right. Now it works and the price of stock is correct! But unfortunately the cell with dividend, doesn’t understand the symbol((

    • @Dividendology
      @Dividendology  ปีที่แล้ว

      ah I see. I'll try and work on a solution for this.

  • @pilotruss
    @pilotruss 2 ปีที่แล้ว

    It says “resource at url not found” when trying to web scrape the industry name using the command you have in the description

    • @Dividendology
      @Dividendology  2 ปีที่แล้ว +3

      Thanks for bringing this to my attention. Looks like fidelity changed their website. I've created a new way to pull industry into google sheets. I'll post a video soon.

    • @pilotruss
      @pilotruss 2 ปีที่แล้ว

      @@Dividendology Awesome videos man, keep it up!

    • @JustAnotherNorthman
      @JustAnotherNorthman ปีที่แล้ว

      @@Dividendology Excellent, looking forward to it!

  • @dbarrantescr
    @dbarrantescr ปีที่แล้ว

    What if purchase price has changed, would data still be accurate?
    For example if you buy BAC one month at 37.31 first month, and next month you buy it again but this time at 34.0. How could we keep track of the actual market value when shares have different purchase prices over months?
    Thanks

    • @Dividendology
      @Dividendology  ปีที่แล้ว +1

      Just list your average purchase price.

    • @dbarrantescr
      @dbarrantescr ปีที่แล้ว

      @@Dividendology Thanks!

  • @cptkirk2416
    @cptkirk2416 2 ปีที่แล้ว +1

    What if you are getting dividends reinvested every quarter/month?

    • @krisjohnson3652
      @krisjohnson3652 2 ปีที่แล้ว

      That is a shortcoming. Please expand the sheet to allow for dividend reinvestment and for additional purchases of the same or other stocks. This would be essential for the calculations of yoc and short vs long capital gains

  • @MTS_TimePass
    @MTS_TimePass 3 หลายเดือนก่อน

    Can you do this for Forex.

  • @wildrosemoneytree
    @wildrosemoneytree 9 หลายเดือนก่อน

    Hi, Could you share google sheet link , thanks

    • @Dividendology
      @Dividendology  9 หลายเดือนก่อน +1

      You can download it on Tickerdata.com !

  • @nationalnotes
    @nationalnotes ปีที่แล้ว

    well done. excellent video.

  • @holgerjurjo3647
    @holgerjurjo3647 ปีที่แล้ว

    What if I have my stocks in 2 currencies, Euros and Dollars. How do I navigate this situation? Because Google Sheets just adds them up like they are the same, even though I did fill them in in euros and dollars. Do I just change my entire Google sheet to one currency, or can I try something else?

    • @Dividendology
      @Dividendology  ปีที่แล้ว

      I have a video on how to create an international stock tracker. Check it out!

  • @MrSilston
    @MrSilston ปีที่แล้ว

    I'm encountering the "Function INDEX parameter 2 value is 7. Valid values are between 0 and 2 inclusive." Error when trying to key in the dividend. How do I resolve it?

    • @Dividendology
      @Dividendology  ปีที่แล้ว +1

      There are updated formulas for dividend. Check out updated stock watchlist videos I've put out to see them or you can join the patreon.

  • @the56ify
    @the56ify 2 ปีที่แล้ว

    I am having trouble with the industry formula. It comes up with an error: could not fetch url

    • @Dividendology
      @Dividendology  2 ปีที่แล้ว

      I have a new method for pulling in industry into google sheets. You can see my method in my most recent dividend stock watchlist video!

    • @todd_theremaxrealtor
      @todd_theremaxrealtor 2 ปีที่แล้ว

      @@Dividendology Which one would that be? I have watched most of them and can't find what you are referring to. What is the title of the video?

    • @Dividendology
      @Dividendology  2 ปีที่แล้ว

      Dividend stock watchlist

  • @Aceovhartz
    @Aceovhartz ปีที่แล้ว

    Industry field not working for me and my ticker symbol is in A5.

  • @JoaoSantos-pv4uu
    @JoaoSantos-pv4uu 9 หลายเดือนก่อน

    Lets say i have 1 share of KO and a month later I buy another, how do I update the table?

    • @Dividendology
      @Dividendology  9 หลายเดือนก่อน

      You just list the total amount of shares you own and update your average purchase price!

    • @JoaoSantos-pv4uu
      @JoaoSantos-pv4uu 9 หลายเดือนก่อน

      @@Dividendology so if i bougth 1 share at 100 and the other at 150 I just assume 125 as the purchase value? does it bias the result in any way ?

  • @lucksimi3320
    @lucksimi3320 2 ปีที่แล้ว

    HI
    How to get dividend, industry for international Market like Hong Kong in google sheets

    • @sunny1449
      @sunny1449 หลายเดือนก่อน

      Same I want the same for Indian Stock Market.

  • @O.Donets
    @O.Donets 2 ปีที่แล้ว

    Thanks for the video, very helpful!
    The formula for getting the amount of dividends does not work for me. I don't know why, but I keep getting a syntax error (

    • @Dividendology
      @Dividendology  2 ปีที่แล้ว +2

      Let me look into this.

    • @O.Donets
      @O.Donets 2 ปีที่แล้ว +1

      @@Dividendology I do not know how to do that. I reply with a link to the test spreadsheet on Google Disk - as a result, my comment is deleted.

    • @QiwGaming
      @QiwGaming 2 ปีที่แล้ว +1

      The syntax for formulas depend on your language settings in google sheets, for example i have to replace "," with ";" or it will not work in my swedish language settings.

  • @billkirk8584
    @billkirk8584 ปีที่แล้ว

    I'm trying to sign up for patreon, but it keeps rejecting any of my credit cards.....Any tricks I should know about? Thanks

    • @Dividendology
      @Dividendology  ปีที่แล้ว

      I'm sorry to hear that! I would suggest reaching out to patreon customer support.

  • @danielederosa9601
    @danielederosa9601 ปีที่แล้ว

    hi I don't know why the formula for dividend doesn't works, any helps?

    • @Dividendology
      @Dividendology  ปีที่แล้ว +1

      There is an updated formula for dividends! Ive updated all the sheets on my patreon.

  • @Nell-Iseeu2
    @Nell-Iseeu2 6 หลายเดือนก่อน

    dividend formula is not working, same error function index parameter 2
    is 7, needs to be between 0 and 1

    • @Dividendology
      @Dividendology  6 หลายเดือนก่อน

      I use the tickerdata add on in google sheets to auto import dividend data now! Tickerdata.com

  • @tza5795
    @tza5795 2 ปีที่แล้ว

    Really appreciate it.

  • @kairo7490
    @kairo7490 ปีที่แล้ว

    for the dividend formula i keep getting this error please help I don't know if Im entering it wrong or am i just stupid lol (Function INDEX parameter 2 value is 7. Valid values are between 0 and 1 inclusive.\

    • @Dividendology
      @Dividendology  ปีที่แล้ว

      Here is the new dividend formula!: =if(B59="","",substitute(SUBSTITUTE(index(importhtml("finviz.com/quote.ashx?t="&B59,"table",9),7,2),"*",""),"-","0.00"))

    • @brmar22
      @brmar22 ปีที่แล้ว

      I changed the 9 in the formula to a 10 and it worked

    • @Dividendology
      @Dividendology  ปีที่แล้ว +1

      Yep, new formula is 10.

  • @TrashPanda.Garage
    @TrashPanda.Garage 2 ปีที่แล้ว

    The industry webstrapper doesnt work for me,. says url could not be fetched gives a N/A

    • @Dividendology
      @Dividendology  2 ปีที่แล้ว +2

      I've created a new industry web scraper. I'll make an update soon :)

  • @sebastianotrunfio5
    @sebastianotrunfio5 2 ปีที่แล้ว

    great video!

  • @theBetterCommunicator
    @theBetterCommunicator 4 หลายเดือนก่อน

    Thanks a lot :))

  • @PrayWithPurpose2023
    @PrayWithPurpose2023 2 ปีที่แล้ว

    This is the same as excel correct?

    • @Dividendology
      @Dividendology  2 ปีที่แล้ว

      Google sheets. Its slightly different, except everyone has free access to google sheets.

    • @PrayWithPurpose2023
      @PrayWithPurpose2023 2 ปีที่แล้ว

      @@Dividendology would I be able to build your spread sheet in excel?

    • @PrayWithPurpose2023
      @PrayWithPurpose2023 2 ปีที่แล้ว

      @@Dividendology Your videos have been very helpful and I'm considering becoming a patron member. I just need to figure out which spreadsheets would be most helpful in my investing journey.

    • @Dividendology
      @Dividendology  2 ปีที่แล้ว

      The sheets are designed to only be used in google sheets. They operate much better that way, and it’s easier to access.

    • @PrayWithPurpose2023
      @PrayWithPurpose2023 2 ปีที่แล้ว

      @@Dividendology Got it.

  • @TheClemik
    @TheClemik 2 ปีที่แล้ว

    Great video :)

  • @dm9860
    @dm9860 ปีที่แล้ว

    Best u calculate dividend % ur self.

  • @dickdavis9496
    @dickdavis9496 2 ปีที่แล้ว

    Does this work for Crypto as well?

    • @Dividendology
      @Dividendology  2 ปีที่แล้ว

      I have videos on crypto trackers on my channel. Check them out!

  • @conradtwonine9414
    @conradtwonine9414 ปีที่แล้ว +9

    and at the same time Google is tracking all your holdings for your profile

    • @NorulAmmar-tw7vu
      @NorulAmmar-tw7vu 11 หลายเดือนก่อน

      If you reach the port is ori . Why google exhaler doesn’t gave owner portrait to transfer.? Very easy to measure the price if they connect my own portfolio because was maximize account and then send 3 list to her bank for blocked user . And then sell without advisor . The stocker have some profit . actually say to us . We also need to use the profit . Top movers / dis . Can we send on first . But the stocker must go . Say it . I need help

    • @FabsBlog07
      @FabsBlog07 10 หลายเดือนก่อน +1

      They don’t need to do that my friend.

    • @the_real_cookiez
      @the_real_cookiez 2 หลายเดือนก่อน

      LMAO you're kidding yourself if google gives a fk about your portfolio no matter the value. Even if the buyers of the data doesn't give a fk. They only give a crap about how much it's worth. And the ppl who are interested in the contents will use it to target ads better

  • @dede12301
    @dede12301 5 หลายเดือนก่อน

    All of my graphs for the companies just disappeared after spending over an hour on this. What happened?

  • @DanielFreeMan365
    @DanielFreeMan365 3 หลายเดือนก่อน

    seems like dividend income was not counted for a year but for a month or quarter

  • @potencjalny.m
    @potencjalny.m 2 ปีที่แล้ว

    Thank you :)

  • @cbbsara
    @cbbsara ปีที่แล้ว

    okay, thank you. but pls control your talking speed for better understanding.

  • @whitevanman8703
    @whitevanman8703 ปีที่แล้ว

    So you have to upload your portfolio to Google? I am not sure I want my financial data in Google's cloud or any cloud for that matter.

  • @iamrsgill
    @iamrsgill 9 หลายเดือนก่อน

    Why don't you just sell sheet?

    • @Dividendology
      @Dividendology  9 หลายเดือนก่อน

      You can download it on TickerData.com!

  • @ZacMann-real
    @ZacMann-real 15 วันที่ผ่านมา

    This is crazy I saw a newer video he posted an his investment value has gone up to 160k or smth

  • @joshuacherian6718
    @joshuacherian6718 2 ปีที่แล้ว

    Fabulous

  • @gianfrancoventurelli8389
    @gianfrancoventurelli8389 2 ปีที่แล้ว

    Top!!!

  • @olympicsniperxx5017
    @olympicsniperxx5017 2 ปีที่แล้ว

    YESSSSS

  • @djchaynes
    @djchaynes ปีที่แล้ว

    The industry is not working anymore as well

    • @Dividendology
      @Dividendology  ปีที่แล้ว +1

      I have an updated formula for industry I use now.

    • @alessio556
      @alessio556 ปีที่แล้ว

      @@Dividendology where can i find this? thank you:)

  • @ryanmathews8648
    @ryanmathews8648 2 ปีที่แล้ว

    GoogleFinance() is a reliability disaster, unfortunately. You'll see a lot of #N/A returned.

  • @shoaibazhar
    @shoaibazhar 11 หลายเดือนก่อน

    Is it possible to track bonds as well via google finance?