You can buy it and download on my patreon page, which is linked in the description. It will give you access to download many of my portfolio trackers I have created. It is a monthly subscription, but you are free to cancel after you download the spreadsheet so that you only have to pay for one month. Let me know if I can help!
@@Dividendology yeah I tried that but my problem was that being an online sheet it didn't load properly and I hadn't thought about it. At one point I had the light bulb pop in my head and refreshed the page. everything went almost back to normal and now I'm enjoying my neat dividend page. thank you for everything!
Very fun and thanks for your wisdom. One question, I am stumped with a #N/A Resource at URL not found Error for the technology pasting. I have also changed from A4 to A6 cell. I have copied verbatim. Any help is appreciated. Thanks Alan
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
The codes dont work for me, unfortunately. Are you going to make more of your toolkits available for purchase on your Patreon page? They are sold out as of today.
can you pull lets say CVS ticker average paid out dividend percentage history by year for last multiple years 2021, 2020, 2019, 2018......................?
I am also getting a reference error in the dividend formula. It reads: "Function INDEX parameter 2 value is 7. Valid values are between 0 and 1 inclusive" Any deas?
The dividend column is not working for me. I copied from description, but its just says "the system found a parsing error in the formula". I dont know what is the problem..
Updated dividend formula: =substitute(SUBSTITUTE(index(importhtml("finviz.com/quote.ashx?t="&A23,"table",9),7,2),"*",""),"-","0.00") Updated Industry formula: =if(isblank(A23),"",index(importxml("eresearch.fidelity.com/eresearch/goto/evaluate/snapshot.jhtml?symbols="&A23&"","//div[@class='sub-heading']//span[@class='right']"),1)) I hope this video helps! Let me know if you have questions! Link to download my spreadsheets: www.patreon.com/dividendology
But how can you maintain a good history in the spreadsheet? What if you first by 50 shares of JPM for example @$150, later 30 shares of JPM @$153 and later JPM @145, etc..?
In the end of the video you change the first row to VZ so there are two lines with VZ, that simulates buying additional shares of the same stock. But you can see that your graphs can't handle multiple lines with the same symbol.
This is a great point. Let’s start with the graphs. I’m order to create the Value by Industry graph we had to use the =unique(). This combines anything that is listed twice. If this formula were to be used for the market value chart as well as the dividend income and yield on cost chart, combined with the last formula I have listed in my description (the “if” formula), then that would fix the charts to where it would combine multiple purchases of the same stock. Essentially, you want to set up the market value chart and the dividend income and yield on cost chart the same way you set up the value by industry chart. Let me know if this helps or if I can help in any other way.
@@Dividendology Thanks, that helps, I'll play around with the unique-function. And I am also wondering how to handle selling stock after you have done multiple purchases at different costs. How will that effect things like dollar-gain and growth? And if you really use this spreadsheet for tracking we will have to place the part with all the symbol-lines on another tab because otherwise the graphs will disappear out of sight. I think it is a great beginning for tracking dividend but not practical yet for everyday use.
The simplest way to track your stock after you have done multiple purchases at different costs/sold part of the stock, would be to re-enter your stock purchase at your current shares owned at the average price bought in. This should be very easy information to find out as it is typically listed on all brokerages. As far as the graphs go, deciding where they are located is really up to preference. Keeping them on a different tab is always a great option. For people who own about 25 stocks or less, keeping them on the same tab is an option if you would like to be able to view all of the tracker on the same sheet. For those who own a large amount of stocks, you could continue to keep the charts at the bottom and either scroll down to view them, put them on a different tab, or even add rows at the top and put them there. It is really up to preference at the end of the day. I currently have it set up in a way that I believe is as convenient as possible. There is almost always a way to get google sheets to do what you would like it to do, it just takes some research and sometimes trial and error, but it is a very powerful tool! Hope that helps!
Quick spreadsheet update- Finviz has slightly changed the way to webscrape the dividend data into google sheets. Instead of importing table 9, you will now import table 10
@@Dividendology thank you! I noticed the dividend on finviz for $TSLY is at 10.09 for some reason had me confused. On seeking alpha it states $.89 per share which sounds way more logical and upon doin further research thats what it is. Any tips on how I can fix this on my google sheet? thank you!:)
@@Dividendology You mean that QYLD and VTI can work in your trackers now. AOA (iShares Aggressive ETF) is an American ETF, please check if it works or not? Please make sure all of them can work in your trackers. Thanks !!
You sir are the google sheet master. I am over here manually imputing data on excel like a dinosaur.
Thank you!
You broke it down perfectly. Everybody should be able to track their Dividends and Portfolio. Great Video Bro!
For me the important lesson you provided was the format filter. I was always trying pivot tables but this is so much easier!
Great to hear!
I've been using market watch to retrieve the Industry, so far has been working pretty good.
That’s great!
I'm going to have to try this one out at some point! I love making spreadsheets in Google Sheets 😂 great video!
Excellent tracker you done there. Helpful
Love the visuals you have here!
Great tutorial! It can be difficult trying to track it on a brokerage account.
Hello. I am new to this dividend investing. I like your tracker. How can I buy it ? Do I have to pay monthly to use it ? Thank you.
You can buy it and download on my patreon page, which is linked in the description. It will give you access to download many of my portfolio trackers I have created. It is a monthly subscription, but you are free to cancel after you download the spreadsheet so that you only have to pay for one month. Let me know if I can help!
This video is awesome man. It’s next to impossible to track your dividends with some brokerages! 🔥
It really is!
You are the spreadsheet master. Nice one
Very nice tracker, great tutorial.
I suck at charts so thanks for the tips!
Another great one…thanks for sharing this tutorial
while adding filters at the end I skrewed all the amazing work you helped me doing, how can I avoid it next time?
Use the undo button to fix it!
@@Dividendology yeah I tried that but my problem was that being an online sheet it didn't load properly and I hadn't thought about it. At one point I had the light bulb pop in my head and refreshed the page. everything went almost back to normal and now I'm enjoying my neat dividend page. thank you for everything!
Very fun and thanks for your wisdom. One question, I am stumped with a #N/A Resource at URL not found Error for the technology pasting. I have also changed from A4 to A6 cell. I have copied verbatim. Any help is appreciated. Thanks Alan
Hey Alan, I posted a video on my channel about how to pull industry into google sheets. Check out that video!
Love the charts
Nice video and great research
Thanks for quick reply.
Can you try to tracker some ETFs as VTI, AOA, QYLD on your tutorial and see it works or not?
Appreciated !!
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
Great tutorial. One question for you If this tutorial is also for ETF diviidend or just for stock?
Most ETFs should work!
Hello I love this! So I have everything working but I get to dividend and I cannot get the (0.00%) to go away in the dividend column, any advice?
Yep! you can use the Tickerdata add on in google sheets that allows you to auto import stock data like dividends. Tickerdata.com
@@Dividendology thank you! I didn’t know if there was another way in the formula but thank you again for answering my question!
Very easy to follow tutorial! Great job
Glad it was helpful!
The codes dont work for me, unfortunately. Are you going to make more of your toolkits available for purchase on your Patreon page? They are sold out as of today.
All of my sheets are now on Tickerdata.com! You can get them there!
can you pull lets say CVS ticker average paid out dividend percentage history by year for last multiple years 2021, 2020, 2019, 2018......................?
Nice tutorial!
Very impressive formulas, especially the HTML ones. I might use some of them on my tracker as well. Thanks for sharing. Subbed :)
Can you I use this sheet for indian trading Market ( nifty/BSE)? If no , can you make it for indian stocks ? I need
I am also getting a reference error in the dividend formula. It reads: "Function INDEX parameter 2 value is 7. Valid values are between 0 and 1 inclusive" Any deas?
Check out this video: th-cam.com/video/tlRWFmsuW2k/w-d-xo.html
@@Dividendology my man. I'm I DYOR guy. But you're about to get a Patreon sub just to say thanks 🙏
thank you!
Great interactive tracker.
Great tutorial, its a great tracker for dividends!
Glad you think so!
@@Dividendology absolutely! Subscribing to the channel to support!
solid video and portfolio. Love the spreadsheet. Like #10
The dividend column is not working for me. I copied from description, but its just says "the system found a parsing error in the formula". I dont know what is the problem..
Try this!
=(SUBSTITUTE(index(importhtml("finviz.com/quote.ashx?t="&I2,"table",9),7,2),"*",""))
Adjust the I2 for wherever your data is located.
Great job ! Good sharing 👍👍16 ! Thanks for sharing my friend ! Stay connected, I'll always beside your video sharing 👌👌
Thank you!
Updated dividend formula:
=substitute(SUBSTITUTE(index(importhtml("finviz.com/quote.ashx?t="&A23,"table",9),7,2),"*",""),"-","0.00")
Updated Industry formula:
=if(isblank(A23),"",index(importxml("eresearch.fidelity.com/eresearch/goto/evaluate/snapshot.jhtml?symbols="&A23&"","//div[@class='sub-heading']//span[@class='right']"),1))
I hope this video helps! Let me know if you have questions!
Link to download my spreadsheets: www.patreon.com/dividendology
hey, industry link does not work ...
Im copy and pasting the dividend link and its not working. Any tips?
Yep, the formula has changed since this video. See the stock watchlist video I most recently put out to see an updated formula.
@@Dividendologythank you
But how can you maintain a good history in the spreadsheet? What if you first by 50 shares of JPM for example @$150, later 30 shares of JPM @$153 and later JPM @145, etc..?
In the end of the video you change the first row to VZ so there are two lines with VZ, that simulates buying additional shares of the same stock. But you can see that your graphs can't handle multiple lines with the same symbol.
This is a great point. Let’s start with the graphs. I’m order to create the Value by Industry graph we had to use the =unique(). This combines anything that is listed twice. If this formula were to be used for the market value chart as well as the dividend income and yield on cost chart, combined with the last formula I have listed in my description (the “if” formula), then that would fix the charts to where it would combine multiple purchases of the same stock.
Essentially, you want to set up the market value chart and the dividend income and yield on cost chart the same way you set up the value by industry chart.
Let me know if this helps or if I can help in any other way.
@@Dividendology Thanks, that helps, I'll play around with the unique-function. And I am also wondering how to handle selling stock after you have done multiple purchases at different costs. How will that effect things like dollar-gain and growth? And if you really use this spreadsheet for tracking we will have to place the part with all the symbol-lines on another tab because otherwise the graphs will disappear out of sight.
I think it is a great beginning for tracking dividend but not practical yet for everyday use.
The simplest way to track your stock after you have done multiple purchases at different costs/sold part of the stock, would be to re-enter your stock purchase at your current shares owned at the average price bought in. This should be very easy information to find out as it is typically listed on all brokerages.
As far as the graphs go, deciding where they are located is really up to preference. Keeping them on a different tab is always a great option. For people who own about 25 stocks or less, keeping them on the same tab is an option if you would like to be able to view all of the tracker on the same sheet. For those who own a large amount of stocks, you could continue to keep the charts at the bottom and either scroll down to view them, put them on a different tab, or even add rows at the top and put them there. It is really up to preference at the end of the day. I currently have it set up in a way that I believe is as convenient as possible.
There is almost always a way to get google sheets to do what you would like it to do, it just takes some research and sometimes trial and error, but it is a very powerful tool!
Hope that helps!
Can you create a Metaverse Spread Sheet for Dividendology
Interesting idea!
any chance of a day trading tracker?
Actually have one in the works now! It’ll be out soon.
Dividend formula is not working for me.
Quick spreadsheet update- Finviz has slightly changed the way to webscrape the dividend data into google sheets. Instead of importing table 9, you will now import table 10
@@Dividendology thank you! I noticed the dividend on finviz for $TSLY is at 10.09 for some reason had me confused. On seeking alpha it states $.89 per share which sounds way more logical and upon doin further research thats what it is. Any tips on how I can fix this on my google sheet? thank you!:)
@@Dividendology Many thanks, bro! It finally works.. 🙂
Plz upload same video in Indian share market
coming soon!
Thanks
Quality
Just revisited this to make a few adjustments to my tracker. Thanks again
Thanks for quick reply.
Can you try to tracker some ETFs as VTI, AOA, QYLD on your tutorial and see it works or not?
Appreciated !!
I know I have used QYLD and VTI in my trackers before. I’ll have to check and see if AOA works, but if it is an American ETF it should work.
@@Dividendology You mean that QYLD and VTI can work in your trackers now. AOA (iShares Aggressive ETF) is an American ETF, please check if it works or not? Please make sure all of them can work in your trackers. Thanks !!