DIVIDEND PORTFOLIO BUILDER!
$19
DESCRIPTION
Organize your dividend holdings, estimate annual and average monthly income, set an income goal, and review your portfolio in one easy-to-use Excel workbook. Includes a step-by-step PDF guide and bonus investor toolkit.
WHO IT'S FOR
Investors who want one place to organize holdings and monitor dividend-income estimates. Especially useful for beginners comfortable entering their own data.
WHAT YOU WILL GET
• Invest Smart Dividend Portfolio Builder (.xlsx) — 8 tabs, dashboard, holdings tracker, goal tracker, income view, scenario calculator and glossary.
• How to Use Your Portfolio Builder (PDF) — step-by-step setup and explanations.
• Bonus Investor Toolkit (PDF) — setup checklist, monthly review template, research prompts and terminology cheat sheet.
HOW IT WORKS
1. Download and open the Excel workbook.
2. Replace the illustrative sample entries with your own investments.
3. Enter shares, average cost, current price and annual dividend per share.
4. View your dashboard, estimated income and goal progress.
5. Update your figures as your portfolio changes.
KEY FEATURES
✓ Color-coded data entry
✓ Automatic portfolio and income calculations
✓ Estimated monthly and annual dividend income
✓ Dividend goal tracker
✓ Illustrative reinvestment scenario calculator
✓ Sector chart and portfolio review prompts
✓ Beginner-friendly definitions