Best way of tracking dividends

Hi everyone!

New to the FT community today so hello all!

I am wondering if anyone has any good software for tracking dividend payments? I currently do it manually through excel and will explain my template below. Just wondering if there is a software package that could do this for me to save time.

I am predominantly a dividend investor so like to know how much each of my individual stocks has paid me in:

  1. Total payment per stock
  2. Payment relative to total investment per stock

I also like to track monthly dividend payments so that I can see that my monthly dividend payments are gradually growing using a 3 month moving average (for all stocks combined).

The dividend tracking system in FT is lacking. That is okay as there are bigger priorities for FT.

My excel template has the following:
-Dividend Yield
-Total investment
-Market value
-Percent increase (market value - total investment) / total investment
-Percentage of portfolio (stock value / total portfolio)
-Expected yearly dividend payment (Total investment x dividend yield)
-Total dividend payment (sum of the dividend payment per stock - I track this using monthly columns)
-Dividend payment relative to investment (total dividend payment / total investment)

This then pulls through to a bar graph showing:

  1. Total dividend payment per stock
  2. Total dividend payment relative to investment per stock

The goal is to quickly track those that have paid me handsomely compared to initial investment, and then I drip funds back into them (keeping the total dividend payment relative to investment below 5%).

The monthly dividend payment columns for all stocks go through to a bar graph with a line of best fit and a 3 month moving average. The goal here is to have a positive correlation over time.

The visual aspect is great, providing reassurance that my portfolio is moving in the right direction. It is hard to track dividends through emails and the activity tab FT provide.

Does anyone have decent dividend tracker software that makes this easier? Or is it a case of excel it for now?

I think excel is the best because everyone has different preferences for graphs and tables they want to see. All of the brokers I’ve used have very different portfolio tracking features that might not be useful to you.

I have mentioned it before, but I use Sharesight to track all my portfolios. It is really good for dividends because all data is input automatically as companies report divs. You can then run reports (income report and future income could be good for you) and import that data to excel if you want graphs like the ones you mentioned. But the good thing is that you don’t need to manually update (just add buy and sell transactions) and just run reports when you need.
edit: this is a paid service, but it definitely worth it for me. I tried a few services and there is nothing free that does the same thing.


I currently have my portfolio on Google Sheets. Could migrate it to excel in the future, but either way dividends remain the real headache. I’ve done a fair bit of digging on ways to try and automate the process and seen some XML methods which I can get to work for US stocks but which is hit-miss to the point of useless on UK stocks… but even if I do figure that out there’s still the question of what on earth to do with dividend-paying ETFs :nerd_face:

I have it down to a tee if dividends are just totally excluded, which is fine if I’m looking to sell and switch on non-dividend stocks or low-yielding stocks that I feel have gone from undervalued to overvalued but isn’t really sustainable in the long term. Willing to manually track dividends as a last resort but am still searching around for a better option before I want to commit to doing it; the idea is I do the hard work up front and then can review at my leisure.