Download Dividend Investment Tracker Free Excel Template

Filter by Categories
Select all
Business Statements
Federal Income Tax
Gantt Chart
GST India
Health, Logs and Personal Trackers
Invoice/ Bill
Payroll & HR
Project Reports & Timelines
Purchase Order/Requisition
Rental Ledger
Risk Registers
Sales/ Marketing
SWOT Analysis
Timesheet/ Attendance
Filter by File Types

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.

Click the button below to Download Dividend Investment Tracker Excel Template

By Downloading this Free Excel Template, it is implied that you comply with Download Instructions

Download Instructions

If the excel templates can not be downloaded, Leave us a feedback at We will solve the related problems/ query for you as soon as possible. All Excel templates and dashboards and tools are sole property of As a User, you can download and use the excel templates, dashboards and calculators for personal and business use with no payment i.e. for free. But without permission, you can not distribute it on the Internet website or any other online or offline medium !

Without permission granted from us/ management team of, use of these excel templates and dashboards is not allowed. However, if you want to share this templates and dashboards with your friends and peers, we have provided sharing option in various social media and platform via which you can share our content.

We hope that you can get our help in making your personal and business activities easier with the use of free excel templates and dashboards, and at the same time, support the construction of our website by considering our efforts and aforesaid instructions.