*Hover your mouse over the photos to enlarge*

 

Save time keeping track of your shares! These spreadsheets will help you organize your research so you invest in the best shares that suit your investing criteria. You can track dividend, keep track of shares bought and sold throughout the year, create a detailed watch list and see it all summarized for the year in a simple, easy to read dashboard. 

There are 11 tabs included

1. Helpful resources
2. My rules & research questions
3. 10 year summary
4. Annual summary
5. My dividends tracker
6. Share holdings
7. Shares watch list
8. International shares watch list
9. Share trading tracker
10. Share dividends tracker
11. Share price tracker

Watch this video to see how I use the spreadsheets: 

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ABOUT THE SPREADSHEETS

Instant download - start using it straight away!

You will need Excel, Google Sheets or Numbers for Mac. The spreadsheets were created in Microsoft Excel, however can be used in Google Sheets and Numbers for Mac.

I created these spreadsheets in 2018 and have been testing and tweaking them for the past 5 years.
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SPREADSHEET FEATURES
- Simple, clean, non-gender specific design
- Formulas automatically calculate
- Tips and examples are in the spreadsheets to help guide you/recommended use (hover your mouse over cells that have a red triangle in the corner)
- Currency can be changed from $ to pounds, Yen or any other currency you like
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INCLUDED SPREADSHEETS

Here is some more information about each of the spreadsheets.

1. HELPFUL RESOURCES
Input all of the websites, books, email subscriptions etc. that have information on shares which you trust / view regularly for advice

2. MY RULES & RESEARCH QUESTIONS
List out your 'rules' and reason why you have set that rule for yourself. Keep these rules in mind when you're making an assessment on whether to buy or sell shares. It may seem silly to write it down but it really is a helpful reminder.

List out your research questions on this tab as well. Everything you're going to investigate about the stock, so you can make an informed decision on whether or not you buy the stock

3. 10 YEAR SUMMARY
Input your total dividends p.a. and your total portfolio values for up to 10 years (goal & actual values). Graphs comparing your goal & actual dividend values plus your goal & actual portfolio values will automatically generate.

There is also an automatic calculation so you can see how much passive income your dividends are creating for you per year, month & week

4. ANNUAL SUMMARY
See how your portfolio has performed each month, and how each sector in your portfolio has performed for the year. You can see what % of your portfolio each sector comprises, and if you are overweight or underweight in a sector. You can track how much you've reinvested and how much your initial cash you have invested has increased over time. There are pie graphs and bar graphs if you prefer to visually analyse the data. There is also a lessons learned section.

5. MY DIVIDENDS TRACKER
Use this to record the dividends you have earned on the shares you own. Send a copy of this tab to your accountant at tax time.

6. SHARE HOLDINGS
List all of the shares you have purchased. You can choose to use a fresh version of this tab each financial year, or copy it over and keep a running total from when you first started buying shares, to the present day, on the one tab.

You can keep track of which shares have a dividend reinvestment plan, and if you have signed up for the dividend reinvestment plan.

7. SHARES WATCH LIST
Add any of the shares you are researching in this spreadsheet. A good place to start when you are initially setting up your spreadsheets, is to downloaded a list of the top 50 and analyse each share in this spreadsheet.

You can filter the 'Buy (Hold)' and 'Buy (Trade)' columns when you have some funds your ready to invest.

The cells in the spreadsheet will automatically turn blue if you rate a stock a 4 or a 5 to highlight that these are the shares you should buy next based on your chosen criteria.

Once you buy the shares you can delete the row with the share analysis from the spreadsheet OR if you know you want to buy more down the line when you have spare cash, you can keep it there, add a 'Y' for yes to the 'stock up share?' column and just revise the value in the '$ I'm willing to put in' column

8. INTERNATIONAL WATCH LIST
Same spreadsheet layout as the 'shares watch list' tab however this one can be used for international shares. Helpful if you're starting to invest in overseas shares and / or want to compare the return on overseas shares with your local market. I use this spreadsheet for researching ETF's that invest in overseas shares

9. SHARE TRADING TRACKER
In this tab, only enter the shares you're intending to buy and sell (short term investments). You can change the tax rate depending on your country.

Use this for scenario planning (working out how much you need to invest and at what price you need to sell to make the desired profit). Don't forget to update the brokerage to the amount your broker charges.

Send a copy of this tab to your accountant at tax time.

10. SHARE PRICE TRACKER
I use Yahoo finance to quickly find the share price data. On their website, you can choose daily, weekly or monthly stock price.

You can download an excel file with the data range of your choosing, then copy and paste it into the share price tracker tab of this spreadsheet

The spreadsheet will then take that data and automatically calculate the average share price. You can use this to help decide what price you'll buy a stock for

11. SHARE DIVIDENDS TRACKER
Use this to research each share on your watch list's dividend history, to see if it is a reliable dividend payer or not. The spreadsheet will also automatically calculate the dividend yield based on the current share price.

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WHY YOU NEED THESE SPREADSHEETS

- Make tax time a breeze - by keeping your records up to date as the year progresses, all the information's already there come tax time.

- Reduces the possibility of making investment mistakes. When you slow down and methodically analyse the data you can make an informed decision about which stocks to buy

Files will be available for INSTANT DOWNLOAD after payment has cleared - please check your Etsy registered email address for the link to the download page.

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YOU MAY ALSO BE INTERESTED IN:

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• Business budgeting
  
• Renovation planner
• First Home Budget

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TERMS OF USE/USER AGREEMENT

I am unfortunately unable to provide after sales advice/troubleshooting on how to use Microsoft Excel, Numbers for Mac or Google Sheets. Basic excel skills are required. 

These templates are strictly for your personal use only. They are © All About Planners – you may not modify, reproduce or alter the templates, share with others or sell in original and/or modified format. I will not hesitate to proceed with legal action for violation of these terms of use.

By purchasing you accept and agree to the above terms of use.
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PLEASE READ

>>>> Software requirements

- These spreadsheets were made in Excel 2016
- They should also work with earlier and later versions of Excel although I cannot guarantee this
- They should also work with earlier version of Excel although I cannot guarantee this
- They will work in numbers on a MAC
- They will work in Google Sheets which is like a free online version of Excel: https://www.google.com/sheets/about/ (instructions are included in the download)

I am not responsible if you are using a different software program and the files do not work. There are no refunds if these files will not work with your PC/laptop, or if you do not have basic excel skills and have problems formatting and/or using the spreadsheets.

The spreadsheets are intending for using on your computer or laptop (digital files to be used digitally).

Colours may vary depending on your monitor and printer.

There are no refunds on digital items.

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DOWNLOADING THE FILES
Please note that this is a digital product and no physical product will be sent.

Files will be available for INSTANT DOWNLOAD after payment has cleared - please check the email address used to place your order for an automatic email containing the link to the download page.
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© All About Planners

Shop blog: https://allaboutplanners.com.au/