SF Historical Dividend Calculator Template

433 downloads
Google Sheets & Excel
sheetsfinancecalculatorportfoliodividends
SF Historical Dividend Calculator Template screenshot

Overview

This template leverages the SF_CALENDAR() function to generate all dividends paid over the last year for a portfolio of stocks. To update the charts enter the stocks you want to track in column A starting at A27 and then the number of shares held per stock in column B starting at B27. The template will generate a historical dividend calendar for the stocks for the last year and calculate earnings over that time.

Functions used

The SheetsFinance functions this template is built with. Read the docs to adapt it.