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.
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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
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)
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.
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