Works with Google Sheets
Know what to buy before you add cash.
Set target weights, enter a deposit, and see dollar amounts, share amounts, rebalance gaps, and dividend growth in one workbook.
Works with Google SheetsOne paymentFuture updates included
Features
The spreadsheet handles the portfolio math you repeat.
01
Deposits
Break down new deposits by target weight.
Enter the cash you are adding and the sheet shows how much should go into each position, including share amounts.
Target weights
Dollar value
Share amount
Customizable
Start from a known dividend-growth portfolio or make it your own.
The sheet comes with Joseph Carlson's Dividend Growth portfolio strategy set up, plus a blank template for your own holdings, sectors, target weights, and settings.
- Set target weights by sector and by stock.
- Track overweight and underweight positions automatically.
- Keep editable cells visible with a yellow background.
One payment
Get the spreadsheet and every future update.
Pay once on Gumroad. You get the latest spreadsheet, downloadable files for other spreadsheet apps, the guides, and the community chat.
M1 SpreadsheetGumroad
- Latest Google Sheets version
- .xlsx and .ods files for other spreadsheet apps
- Step-by-step guides
- Community group chat access
- Future spreadsheet updates
Guides and support
Keep the docs close to the product.
Screenshots
A spreadsheet you can inspect before you buy.
