Download free excel template for dividend investment tracking. This dividend tracker excel template is useful for tracking all the dividend income from investment in shares and stocks of companies. This is useful for professionals and retail investors to track their yield per investment or Return on Investment (ROI).
About dividend Investment tracker excel template
Once you download this free excel template, you will find that this template is very easy to use and customize. It comes with some default dummy investment data. You can start by replacing the values in the given investment tracker. You will have to update the following information –
- Name of the company, share or stock
- Symbol used in the market to identify the investment
- Number of shares or units purchased
- Price (average cost) at the time of purchase
- Dividend per share declared by the company
Based on the information filled above, yield per investment is computed automatically by the template. Also, annual income from dividends is also automatically calculated. Now, at the top of the template, you will find the total dividend income earned during the year.
You can create separate dividend income tracker from investments for each year. This template covers Financial Year 2022. You can similarly create for Financial Year 2023 Investment Tracker and Financial Year 2024 Investment tracker and beyond.
Understanding Dividend Income
Dividend income is paid out of the profits of a corporation to the stockholders. It is considered income for that tax year rather than a capital gain. They are a way to earn money from owned shares. In other words, it is a reward that a company pays to its shareholders. Dividends can either be in cash or stock.
However, the U.S. federal government taxes qualified dividends as capital gains instead of income.
Download and Use Dividend Investment Tracker format in excel
To use this free DIVIDEND investment tracker format in excel, you should have Microsoft Office/ Microsoft Excel. You can only use this template if you have these applications in your system. or Use, Google Sheets.
After installing Excel or Spreadsheet, download the zip file of this template, extract the template using WinRAR or 7Zip decompressing software. Once extracted, you can open the file using Excel and start entering data or customizing the template.