By WoozKa · Investing tool
Pro Portfolio & Dividend Tracker
Track cost basis, dividends, value metrics, and DRIP growth for stocks, ETFs & crypto — in one private spreadsheet you own. No login, no subscription, and your data never leaves your computer.
One-time payment · Excel & Google Sheets · Free updates
Portfolio Dashboard
| Holding | Yield | 5-Yr DGR | 1-Yr |
|---|---|---|---|
| SCHD | 3.6% | 11.0 | |
| MSFT | 0.7% | 10.0 | |
| JNJ | 3.1% | 5.5 | |
| O | 5.4% | 3.0 |
Not just a list of holdings — a full workbook that thinks like a dividend-growth and value investor.
Enter each position once — market value, cost basis, P/L, weight, and yields calculate automatically.
Frequency-aware annual dividend, yield, yield on cost, 5-year growth, payout ratio, and the Chowder quality screen.
Gross Profit/Assets, FCF margin, P/E, earnings yield, beta, market cap — and a 1-year sparkline per holding.
Value, return, and income at a glance — plus a value-weighted quality panel and a sector allocation chart.
Watch your dividend income compound for years at your portfolio's own growth rate.
Set target weights and get exact buy/sell amounts to bring your portfolio back in line.
Built for value & dividend-growth investors
Type a ticker and a built-in reference tab auto-fills its dividend and fundamental data — so you can screen holdings the way serious investors do.
Start free in your browser, or own the full workbook.
| Feature | Free web | Pro spreadsheet |
|---|---|---|
| Price | Free | $19 one-time |
| Cost basis, P/L, allocation | ✓ | ✓ |
| 5-yr dividend growth & Chowder | — | ✓ |
| Value metrics (GP/Assets, FCF) | — | ✓ |
| 30-year DRIP projection | — | ✓ |
| Rebalancing planner | — | ✓ |
| A file you own & customize | — | ✓ |
Download once and open it anywhere. No install, no account.
Dividend and fundamental fields auto-fill. Add shares, cost, and price.
Dashboard, dividends, DRIP, and rebalancing update automatically.
Yes. Upload the file to Google Sheets and it works, including live prices via GOOGLEFINANCE.
No. You only fill in the shaded cells; everything else calculates itself. Example holdings show you the format.
Completely. The file lives on your computer; nothing is uploaded anywhere.
A reference tab ships with estimates to get you started (clearly marked to verify). In Google Sheets you can wire live values with GOOGLEFINANCE; in Excel 365 with the Stocks data type or STOCKHISTORY.
Yes — buyers get future improvements to the workbook free.
Dividends, value metrics, and DRIP growth — one private spreadsheet you own.