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This tool is provided for free, feel free to update / expand it as you wish. If you create a better version, let me know on https://steemit.com/@lukascech/ or www.lukascech.com.
ENJOY!
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The spreadsheet on tab Dividends calc - G is pre-populated with some dummy data so you can see it in action straight away.
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SELECT: File>Make a copy to have your own copy to play with :)
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Feed me! = populate the source data on sheet TipranksData
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- Register for free and create a FREE portfolio at Tipranks:
https://www.tipranks.com/smart-portfolio/holdings/holdings
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- populate with the stock symbols you are interested in. This is useful also outside this spreadsheet, as they provide good stats and change analysis over time for your portfolio
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- click on Add metrics to chart at bottom right of the table and make sure you have the same metrics selected as on the image - Fig.1 below
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- scroll down to the bottom of your portfolio table and bottom right click on the Download link
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- open and copy data to TipranksData tab in this spreadsheet - replace old data:
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- in downloaded spreadsheet: CTRL+A (select all) and CTRL+C (copy)
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- in this spreadsheet, TipranksDATA - CTRL+A and then CTRL+V
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- GLITCH in Tipranks Export - check TipranksData, column N "Dividend". For some reason, they append "false" to the number, so we remove it this way:
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- select entire column N
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- press CTRL+F and click on the three vertical dots on the search pop up
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- find: false, replace with: <leave blank>, click on Replace All
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- "false" should dissappear from the column
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copy the formulas in row 1
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Copy & paste values from row 4 down to all rows you have just calculated
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- this ensures that the data is not pulled and recalculated each time you sort the data or delete / add a row
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Fig. 1 - select these portfolio metrics (columns)
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