Making Passive Income · Instant download
Dividend & Index Income Tracker Spreadsheet
Know exactly what your investments are paying you — and what that income is worth against what you actually paid.
What you get
- A Holdings tab that calculates total cost, current value, annual income, yield on cost and current yield for up to 25 positions
- An Income Log for 200 distributions, with the year pulled out automatically
- An Annual Summary that totals income by year and shows the monthly average
- Colour-coded cells so you always know what to type in and what calculates itself
Why it exists
Yield on cost is the number most people never see. Your brokerage shows current yield — income against today's price. Yield on cost shows income against the money you actually put in, which is the number that tells you whether the position is doing its job.
Format
Microsoft Excel (.xlsx) — opens in Excel, Numbers, LibreOffice and Google Sheets. Instant download after checkout.
Dividend & Index Income Tracker Spreadsheet
Price: $27 · one-time
Get the Dividend & Index Income Tracker Spreadsheet — $27Educational tool only. Not investment advice and not a recommendation of any security or fund.