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Stock Dividend Tracker
See your dividend income, holdings, cost basis, and portfolio activity in one organized view.
The Rucker Insights Stock Dividend Tracker is a Google Sheets portfolio tracker designed for investors who want a clearer way to organize dividend-paying stocks, ETFs, REITs, and other income-producing holdings.
Instead of checking multiple brokerage screens or manually piecing together dividend payments and position information, the tracker brings key portfolio information into one workbook so you can understand what you own and how your investment income is developing over time.
What can you track?
Stocks, ETFs, REITs, and other supported holdings
Shares owned
Average cost basis
Current market prices
Position values
Dividend income
Capital gains and losses
Holding periods
Portfolio activity
Income-producing investments in one organized view
Understand the income your portfolio is producing
Dividend investing involves more than watching a stock price.
The Stock Dividend Tracker helps you connect your holdings with the income they generate, so you can better understand how individual positions contribute to your broader investment portfolio.
Google Sheets market-data functionality can also help keep supported market information current without requiring you to manually update every price.
Who is this tool for?
The Stock Dividend Tracker may be useful if you:
own dividend-paying stocks or ETFs
invest in REITs or other income-oriented securities
want to organize holdings across your portfolio
want a clearer record of dividend income
are tracking cost basis and market value
want to see capital gains and losses alongside dividend income
use income-focused or covered-call ETFs
prefer organizing investment information in Google Sheets
You do not need to be a professional investor or advanced spreadsheet user to use the tracker.
Built for Google Sheets
The Stock Dividend Tracker uses formulas and available Google Sheets market-data functionality to help organize investment information and supported market prices.
The workbook is designed for Google Sheets and is not designed for Microsoft Excel.
Market information supplied through third-party data sources may be delayed, unavailable, or subject to changes outside Rucker Insights' control.
Educational tool — not investment advice
The Stock Dividend Tracker is designed to help you organize and understand information about investments you choose to track.
It does not recommend securities, tell you what to buy or sell, or guarantee investment performance, dividend payments, market prices, or future returns.
Investment decisions remain your responsibility.
How you'll receive your tracker
Your purchase includes one personalized, licensed Google Sheets workbook.
After checkout:
Use the email address associated with the Google account you want to use with your workbook.
The Squarespace Download Item provides your product-access guide.
Your personalized workbook is delivered separately by email.
Open the workbook while signed into the authorized Google account.
A Google account is required.
If your workbook email has not arrived within one hour, check Spam and Promotions and then contact aj@ruckerinsights.com with your order number and checkout email address.
Your license
Your purchase provides a license to use your authorized copy of the Stock Dividend Tracker. It does not transfer ownership of the underlying Rucker Insights workbook, formulas, design, or intellectual property.
Downloading, printing, creating unauthorized additional copies, redistribution, resale, and unauthorized sharing are restricted.
Review the Digital Product License →
Want help connecting investing to the rest of your financial plan?
Tracking investments is useful, but investment decisions sit inside a larger financial picture that can include cash flow, debt, savings, risk, and long-term goals.
Rucker Insights Financial Coaching can help you organize that broader picture and work through your financial priorities week by week.
See your dividend income, holdings, cost basis, and portfolio activity in one organized view.
The Rucker Insights Stock Dividend Tracker is a Google Sheets portfolio tracker designed for investors who want a clearer way to organize dividend-paying stocks, ETFs, REITs, and other income-producing holdings.
Instead of checking multiple brokerage screens or manually piecing together dividend payments and position information, the tracker brings key portfolio information into one workbook so you can understand what you own and how your investment income is developing over time.
What can you track?
Stocks, ETFs, REITs, and other supported holdings
Shares owned
Average cost basis
Current market prices
Position values
Dividend income
Capital gains and losses
Holding periods
Portfolio activity
Income-producing investments in one organized view
Understand the income your portfolio is producing
Dividend investing involves more than watching a stock price.
The Stock Dividend Tracker helps you connect your holdings with the income they generate, so you can better understand how individual positions contribute to your broader investment portfolio.
Google Sheets market-data functionality can also help keep supported market information current without requiring you to manually update every price.
Who is this tool for?
The Stock Dividend Tracker may be useful if you:
own dividend-paying stocks or ETFs
invest in REITs or other income-oriented securities
want to organize holdings across your portfolio
want a clearer record of dividend income
are tracking cost basis and market value
want to see capital gains and losses alongside dividend income
use income-focused or covered-call ETFs
prefer organizing investment information in Google Sheets
You do not need to be a professional investor or advanced spreadsheet user to use the tracker.
Built for Google Sheets
The Stock Dividend Tracker uses formulas and available Google Sheets market-data functionality to help organize investment information and supported market prices.
The workbook is designed for Google Sheets and is not designed for Microsoft Excel.
Market information supplied through third-party data sources may be delayed, unavailable, or subject to changes outside Rucker Insights' control.
Educational tool — not investment advice
The Stock Dividend Tracker is designed to help you organize and understand information about investments you choose to track.
It does not recommend securities, tell you what to buy or sell, or guarantee investment performance, dividend payments, market prices, or future returns.
Investment decisions remain your responsibility.
How you'll receive your tracker
Your purchase includes one personalized, licensed Google Sheets workbook.
After checkout:
Use the email address associated with the Google account you want to use with your workbook.
The Squarespace Download Item provides your product-access guide.
Your personalized workbook is delivered separately by email.
Open the workbook while signed into the authorized Google account.
A Google account is required.
If your workbook email has not arrived within one hour, check Spam and Promotions and then contact aj@ruckerinsights.com with your order number and checkout email address.
Your license
Your purchase provides a license to use your authorized copy of the Stock Dividend Tracker. It does not transfer ownership of the underlying Rucker Insights workbook, formulas, design, or intellectual property.
Downloading, printing, creating unauthorized additional copies, redistribution, resale, and unauthorized sharing are restricted.
Review the Digital Product License →
Want help connecting investing to the rest of your financial plan?
Tracking investments is useful, but investment decisions sit inside a larger financial picture that can include cash flow, debt, savings, risk, and long-term goals.
Rucker Insights Financial Coaching can help you organize that broader picture and work through your financial priorities week by week.