ABCDEFGHIJKLMNOPQRSTUVWXYZ
1
(FILE > Make A Copy)
Symbol
SharesAvg. Cost
Per Share
Current Share
Price
EquityMarket
Value
Capital
Gain
Percent
Growth
Annual
Dividend
Dividend
Yield
Yeild On
Cost
Per
Qtr
Annual
Income
Outstanding
Shares
Market Cap $
You Purchased at
2
AAPL1$50.00$293.26$50.00$293.26$243.26486.52%14.7B734.4B
3
TSLA1$70.00$428.35$70.00$428.35$358.35511.93%3.8B262.9B
4
QQQ1$200.00$711.06$200.00$711.06$511.06255.53%656.2M131.2B
5
BRK.B1$200.00$475.94$200.00$475.94$275.94137.97%1.4B277.9B
6
MSFT1$150.00$415.06$150.00$415.06$265.06176.71%7.4B1114.3B
7
BAC1$22.50$51.31$22.50$51.31$28.81128.04%7.1B159.7B
8
SPY1$300.00$737.62$300.00$737.62$437.62145.87%954.2M286.3B
9
BATS:FLOT1$50.00$50.90$50.00$50.90$0.901.80%#N/A#N/A
10
MUTF:VTMFX1$30.00$51.01$30.00$51.01$21.0170.03%#N/A#N/A
11
12
13
14
15
16
DepositedValueTotal GainsIncome / Year
Income / Month
Current YieldOnly Enter Numbers in the Gray Highlited Boxes
17
Account Gains$1,072.50$3,214.51$2,142.010$0.000.00%(Symbol, Shares, Avg Cost, & Income)
18
Dividend Income$26.00
19
LAST UPDATED: Jan 26th 2020
Gains:$2,168.01
Cost per $1 Dividend
Yield on Cost
20
#DIV/0!0.00%
21
22
23
24
25
26
MonthIncomeAverage
27
01/2019$0.00$0.00
28
02/2019$0.50$0.25
29
03/2019$3.00$1.63
30
04/2019$0.75$1.19
31
05/2019$1.00$1.09
32
06/2019$3.50$2.30
33
07/2019$1.25$1.77
34
08/2019$1.50$1.64
35
09/2019$4.00$2.82
36
10/2019$1.75$2.28
37
11/2019$2.00$2.14
38
12/2019$4.50$3.32
39
01/2020$2.25$2.79
40
02/2020
41
03/2020
42
04/2020
43
05/2020
44
06/2020
45
07/2020
46
08/2020
47
09/2020
48
10/2020
49
11/2020
50
12/2020
51
01/2021
52
02/2021
53
03/2021
54
04/2021
55
05/2021
56
06/2021
57
07/2021
58
08/2021
59
09/2021
60
10/2021
61
11/2021
62
12/2021
63
64
65
66
67
68
69
70
Special thanks to Michael Stricker for fixing the dividend formulas - PPCIAN Group Member
- these have been applied already, but are here for your viewing
71
Annual Dividend:
=IF(ISBLANK(A2)=true, "",IFERROR(IMPORTXML("http://finviz.com/quote.ashx?t="&A2,"/html/body/div[4]/div/table[2]/tbody/tr[7]/td[2]")))

Dividend Yield:
=IF(ISBLANK(A2)=true, "",IMPORTXML("http://finviz.com/quote.ashx?t="&A2,"/html/body/div[4]/div/table[2]/tbody/tr[8]/td[2]"))


Annual Dividend
=IF(ISBLANK(A31)=true, "",IFERROR(IMPORTXML("https://www.marketwatch.com/investing/fund/"&A31,"/html/body/div[3]/div[5]/div[3]/div[1]/div[1]/table/tbody/tr[1]/td[2]")*4))

Dividend Yield:
=IF(ISBLANK(A31)=true, "",IMPORTXML("https://www.marketwatch.com/investing/fund/"&A31,"/html/body/div[3]/div[5]/div[1]/div[1]/div/ul/li[5]/span[1]"))
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100