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Dividend Stock Tracker – Excel Template for Investors
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This digital product is licensed for personal use only. Commercial use, resale, redistribution, or incorporation into any product or service—whether in original or modified form—is strictly prohibited.
Important Disclaimer
This product/service is for informational and educational purposes only. It is not financial advice. Trading and investing carry significant risk and may result in the loss of your capital. Past performance does not guarantee future results. You are solely responsible for any investment decisions you make. The creator of this product assumes no liability for losses or damages resulting from use of this information. Consult a licensed financial advisor before making any financial decisions.
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About
Take control of your dividend investments with this powerful and intuitive Excel template. Designed specifically for dividend investors, this tool effortlessly tracks your stocks, dividend payments, portfolio yield, and growth over time. Monitor upcoming dividends, analyze your annual passive income, and make informed decisions to build lasting wealth.
Best of all — my personal dividend portfolio is included and will be updated forever, so you always have access to my latest dividend picks alongside your own.
Key Highlights
Includes my updated dividend stock list — no extra work for you
Easy Portfolio Management: Quickly enter your dividend stocks, shares held, and track your portfolio’s performance over time.
Easy Portfolio Management: Quickly enter your dividend stocks, shares held, and track your portfolio’s performance over time.
Dividend Calendar: Never miss another payout—view upcoming dividend payments clearly organized by month.
Income Projection: Visualize your annual dividend income and future growth to confidently plan financial goals.
Yield Analysis: Instantly see the yield-on-cost and current yield of your investments, helping you identify top-performing dividend stocks.
Tax Season Ready: Simplify tax preparation with automated dividend income summaries.
Dynamic Dashboard: Beautiful, clear visuals keep your investing insights accessible at a glance.
Beginner-Friendly: No complex formulas or financial expertise required—plug in your stocks and watch it do the heavy lifting.
Lifetime Access: One-time purchase, unlimited use—no subscriptions or hidden fees.