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Best Dividend Stock Spreadsheet Portfolio Tracker 2.0

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23
Дата загрузки:
28.10.2023 20:17
Длительность:
00:25:44
Категория:
Обучение

Описание

Heyas folks! I'm really excited to have finally released my 2.0 (Dividend) Stock Portfolio Tracker spreadsheet :) Quick note for my international users -- the functionality is meant for USA stocks. So, if you have non-USA stocks in your portfolio then most functionality in the product won't work.

This is the worldwide reveal of the best dividend stock portfolio tracker in the world, aka my 2.0 Dividend Spreadsheet product. I’m not kidding when I say that I think you’ll be blown away at the new valuable innovative features that I’m going to show you in this video, so you honestly will want to watch all of it, as I’ll be showing new things you’ve not seen in any spreadsheet video on youtube, including a stock comparison tool, an etf comparison tool, a dcf tool, a portfolio growth simulator tool, and a bunch of others, which, if you invest in stocks I’m confident you will need. Thank you Men8V for all your help!

To get this spreadsheet stock portfolio tracker product, sign up as a Patreon Aristocrat (https://www.patreon.com/genexdividendinvestor?fan_landing=truer
) or King and then join my Discord (https://discord.gg/kkSr5FY), and once I authorize you I'll email you instructions on how you can download it.

2:55 Main Spreadsheet intro & overview (spreadsheet legend, tickers, etc.)
3:50 Automatic Logos
3:59 Automatic Sectors (and override option)
4:02 How You Can Represent Multiple Brokerage Accounts
5:39 Average Cost/Share, Cost Basis, Unrealized Gains, etc.
6:50 Optional IEX usage
7:45 Currency options
8:26 Estimates for portfolio growth assuming you don’t DRIP
8:29 Estimates for portfolio growth assuming you DRIP
9:03 Ex Date, Pay Date, Dividend Yield, 3-Yr Dividend CAGR, Dividends/Share/Year
9:42 Optional column to override automatic dividends/share/yr & way to visually & Automatically be notified when Dividend is Cut or Raised
10:46 PEs, Dividend Payments/Year, Sparklines for Stock Price, Beta, Dividends Paid out
11:21 Dividend Calendar View
12:42 Yearly, Monthly, Daily, Hourly, etc Passive Income metrics
13:00 DOW, S&P 500, Futures, etc
13:15 Various graphs about your stocks
13:47 Transaction History Tool
14:26 Dividends Received Tracker Tool
15:14 Stock Comparison Tool
17:02 Fund Comparison Tool
18:08 Stock Financials Query Tool (Balance Sheets, Income Statements, etc)
18:16 Discounted Cash Flow Guesstimator Tool
19:21 Portfolio Growth Simulator Tool
20:24 Logo Finder Tool
20:32 Nightly Portfolio History Tool
21:00 Terms of Service, FAQ, Product Roadmap, etc.
21:30 Potential Future Roadmap Feature: Search Tool
22:05 Info about how functions are called: GenEx Custom Menu
22:29 How to Gain Access to Spreadsheet from Patreon
23:25 Various perks that come from becoming a Patreon Aristocrat+
24:10 Who is this Stock Spreadsheet Portfolio Tracker made for/not great for?

Please use my Amazon Affiliates Link ➜ https://amzn.to/2YLxsiW

Thanks! As an Amazon Associate I earn from qualifying purchases. That means I get a small commission for each purchase you make after you click on my link and you shop, but it doesn’t cost you anything extra. It is a great way you can show your support for my channel. Please tell me if you do that, so I know who my big supporters are!

Please LIKE, COMMENT and SUBSCRIBE to support this channel - it helps me immensely! Also, please SHARE this video with your friends :) Thanks, I really appreciate it!

Get more great info - Subscribe! ➜ https://www.youtube.com/c/GenExDividendInvestor?sub_confirmation=1

Share this Video ➜ https://youtu.be/qAV8D5r1I_M

Watch this Video next ➜ https://www.youtube.com/watch?v=NtC-HA8FP2I

Feel free to ask questions on Instagram, Twitter, email, or here on YouTube. Listen to some of my videos as Podcasts on iTunes, SoundCloud, Castbox.fm, etc.

My Approximate Dividend Portfolio on M1 ➜ https://m1.finance/9gGguPKhh
Referral Link to M1 ➜ https://m1.finance/AUzJllYh-gGh

Instagram ➜ https://www.instagram.com/genexdividendinvestor/
Reddit ➜ https://www.reddit.com/user/GenXDividendInvestor
Twitter ➜ https://twitter.com/GenExDividend

Investing Books to read (as an Amazon Associate I earn from qualifying purchases):
The Intelligent Investor ➜ https://amzn.to/2WPwgtj
One Up on Wall Street ➜ https://amzn.to/2YTDAXt
Rich Dad, Poor Dad ➜ https://amzn.to/2SUCwOZ

Disclaimer: I am not a financial adviser. These videos are for entertainment, inspiration, and educational purposes only. Investing of any kind involves risk. I am only sharing my opinion with no guarantee of gains or losses on investments. Please consult an appropriate adviser and do your own research before making any decisions on anything. I am not responsible or liable for any actions you take. The data shared may be inaccurate.

LINKS/ATTRIBUTIONS:
@GrahamStephan
Copyright © 2020 Gen Ex Dividend Investor. All rights reserved.

#GoogleSpreadsheet #BestDividendSpreadsheet #BestDividendTracker

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