I think excel is the best because everyone has different preferences for graphs and tables they want to see. All of the brokers Iāve 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 donāt 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. Iāve 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 stocksā¦ but even if I do figure that out thereās still the question of what on earth to do with dividend-paying ETFs
I have it down to a tee if dividends are just totally excluded, which is fine if Iām looking to sell and switch on non-dividend stocks or low-yielding stocks that I feel have gone from undervalued to overvalued but isnāt 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.
@freetrade any chance dividend payments could be added to the activity feed of each share in a portfolio? At the moment, you can see buys and sells, but it would be helpful if dividends appeared in there too to help keep track of dividend reinvestment, and to give a more accurate idea of how well that stock is performing.
Hope that makes sense. (Appreciate that the dividends appear in the general activity tab, but Iām talking about the recent activity section of each individual stock).
Hi @Jords welcome to the forum, thanks for posting. This is probably a feature than FT will add as it fits nicely with the stated aim of FT, to build with long term investing in mind.
Those of us whoāve been here a while have seen all kinds of features and listings shipped. Theyāve slowed up recently as the team a building out the European stock / EU launch.
Here are a few resources that might be worth reading if you havenāt already.
I used dividendmax.com for a while. I didnāt sign up for the monthly fee, because I havenāt invested enough to warrant the 120 odd quid per annum. This aside, the service is remarkable.
I dearly let us sort stocks by dividend yield in app.
I use an app called stock events (the free version) although I may upgrade as its been so good. Has details about dividends, tells you what you have received month by month and what you can expect next year. Iāve been looking for such an app for a while and it ticks all of the boxes. Lots of charts to play around with and I keep finding additional options.
Do you know how many watchlist spots you get for a free account? Iāve downloaded Stock Events as I wish to try it and it says the pro version gives you unlimited watchlist spots but itās frustrating that neither instructions within the app nor internet searches give you any indication of what a free account gives you.
āOut of orderā has a number of different definitions - and the Discourse platform prefers the one you see here where topic posts from a particular thread are kept together during a merge.
been looking for something which does this.