M1 Spreadsheet

One spreadsheet to rule your stocks

Automatically track the target weights of your investments. Rebalance your portfolio, track dividend growth, and much more - all without needing to calculate anything.Time is money - save yours.

Check out all
the features

Break down new deposits

Whether you're dollar cost averaging or simply have some extra money to invest, new deposits are automatically broken down by the target weight you set for your positions.You can see the dollar value as well as share amount, and purchase accordingly.

Adjusting weights has never been easier

As the market moves, position weights are automatically calculated.
Now you can see the adjustments needed to restore the target weights, by dollar value and share amount.- Net zero rebalance - no change to portfolio value, sell overweight and buy underweight positions
- "Buy-only" rebalance - you don't sell any position, only add to your portfolio

Track the growth of your dividends

Visualize your passive income growing with time.
Easily understand how it is growing with month-over-month and quarter-over-quarter metrics.

Simple to use, yet highly customizable

Comes setup out of the box with Joseph Carlson's Dividend Growth portfolio strategy. Easily adaptable to any portfolio.

Stop wasting time
on repetitive math

Sure, you could do all these calculations yourself. If you value your time though, you'll automate it and reap the benefits.

One payment, get every update

I'm constantly improving the spreadsheet. You pay once and get any the future updates, for free.

Get it now and love it forever

M1 Spreadsheet

The complete package, you pay once and get any future updates to the spreadsheet. Includes access to:

  • Latest version of the spreadsheet

  • Spreadsheet files in .xlsx .ods formats (for use outside of Google sheets)

  • Spreadsheet guides

  • Community group chat

★★★★★ on Gumroad

Check out the guides

Explore the complete guides on how to get the most out of the spreadsheet.

Get in touch

Offer feedback, request new features, and learn how others are using the spreadsheet.

Screenshots

Privacy Policy

At M1 Spreadsheet, accessible from m1spreadsheet.com, one of our main priorities is the privacy of our visitors. This Privacy Policy document contains types of information that is collected and recorded by M1 Spreadsheet and how we use it.
If you have additional questions or require more information about our Privacy Policy, do not hesitate to contact us.Log Files
M1 Spreadsheet follows a standard procedure of using log files. These files log visitors when they visit websites. All hosting companies do this and a part of hosting services' analytics. The information collected by log files include internet protocol (IP) addresses, browser type, Internet Service Provider (ISP), date and time stamp, referring/exit pages, and possibly the number of clicks. These are not linked to any information that is personally identifiable. The purpose of the information is for analyzing trends, administering the site, tracking users' movement on the website, and gathering demographic information. Our Privacy Policy was created with the help of the Privacy Policy Generator.Privacy Policies
You may consult this list to find the Privacy Policy for each of the advertising partners of M1 Spreadsheet.
Third-party ad servers or ad networks uses technologies like cookies, JavaScript, or Web Beacons that are used in their respective advertisements and links that appear on M1 Spreadsheet, which are sent directly to users' browser. They automatically receive your IP address when this occurs. These technologies are used to measure the effectiveness of their advertising campaigns and/or to personalize the advertising content that you see on websites that you visit.
Note that M1 Spreadsheet has no access to or control over these cookies that are used by third-party advertisers.Third Party Privacy Policies
M1 Spreadsheet's Privacy Policy does not apply to other advertisers or websites. Thus, we are advising you to consult the respective Privacy Policies of these third-party ad servers for more detailed information. It may include their practices and instructions about how to opt-out of certain options.
You can choose to disable cookies through your individual browser options. To know more detailed information about cookie management with specific web browsers, it can be found at the browsers' respective websites.Children's Information
Another part of our priority is adding protection for children while using the internet. We encourage parents and guardians to observe, participate in, and/or monitor and guide their online activity.
M1 Spreadsheet does not knowingly collect any Personal Identifiable Information from children under the age of 13. If you think that your child provided this kind of information on our website, we strongly encourage you to contact us immediately and we will do our best efforts to promptly remove such information from our records.
Online Privacy Policy OnlyThis Privacy Policy applies only to our online activities and is valid for visitors to our website with regards to the information that they shared and/or collect in M1 Spreadsheet. This policy is not applicable to any information collected offline or via channels other than this website.Consent
By using our website, you hereby consent to our Privacy Policy and agree to its Terms and Conditions.

Terms of Service

1. Terms
By accessing this Website, accessible from m1spreadsheet.com, you are agreeing to be bound by these Website Terms and Conditions of Use and agree that you are responsible for the agreement with any applicable local laws. If you disagree with any of these terms, you are prohibited from accessing this site. The materials contained in this Website are protected by copyright and trade mark law.2. Use License
Upon purchasing the product on Gumroad, permission is granted to access the materials for personal, non-commercial transitory viewing only. This is the grant of a license, not a transfer of title, and under this license you may not:
- use the materials for any commercial purpose or for any public display;
- attempt to reverse engineer any software contained on M1 Spreadsheet's Website;
- remove any copyright or other proprietary notations from the materials; or
- transferring the materials to another person or "mirror" the materials on any other server.This will allow M1 Spreadsheet to terminate upon violations of any of these restrictions. Upon termination, your viewing right will also be terminated and you should destroy any downloaded materials in your possession whether it is printed or electronic format.3. Disclaimer
All the materials on M1 Spreadsheet’s Website are provided "as is". M1 Spreadsheet makes no warranties, may it be expressed or implied, therefore negates all other warranties. Furthermore, M1 Spreadsheet does not make any representations concerning the accuracy or reliability of the use of the materials on its Website or otherwise relating to such materials or any sites linked to this Website.4. Limitations
M1 Spreadsheet or its suppliers will not be hold accountable for any damages that will arise with the use or inability to use the materials on M1 Spreadsheet’s Website, even if M1 Spreadsheet or an authorize representative of this Website has been notified, orally or written, of the possibility of such damage. Some jurisdiction does not allow limitations on implied warranties or limitations of liability for incidental damages, these limitations may not apply to you.5. Revisions and Errata
The materials appearing on M1 Spreadsheet’s Website may include technical, typographical, or photographic errors. M1 Spreadsheet will not promise that any of the materials in this Website are accurate, complete, or current. M1 Spreadsheet may change the materials contained on its Website at any time without notice. M1 Spreadsheet does not make any commitment to update the materials.6. Links
M1 Spreadsheet has not reviewed all of the sites linked to its Website and is not responsible for the contents of any such linked site. The presence of any link does not imply endorsement by M1 Spreadsheet of the site. The use of any linked website is at the user’s own risk.7. Site Terms of Use Modifications
M1 Spreadsheet may revise these Terms of Use for its Website at any time without prior notice. By using this Website, you are agreeing to be bound by the current version of these Terms and Conditions of Use.8. Your Privacy
Please read our Privacy Policy.9. Governing Law
Any claim related to M1 Spreadsheet's Website shall be governed by the laws of Portugal without regards to its conflict of law provisions.