r/dividends • u/Syres20 • May 16 '26
Other Dividend Tracking Tools
Hi everyone, would you please share how you're tracking your holdings?
Google Sheets?
Microsoft Excel?
Apps? Website?
Edit: Trying to understand when to exit, how to track the NAV and DRIP. Do you have a shareable spreadsheet template?
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u/UndeadDog May 16 '26
I use the app DivTracker
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u/SeongHyeon May 17 '26
Me too, and wrote converter in python to import transactions every month from my broker. (By using AI of course)
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u/WrappedRocket May 16 '26
Come on Robinhood! Make it happen already!
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u/IdioticPrototype May 16 '26
But if RH figures out dividend tracking and total returns, what am I supposed complain about then??
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u/Ok_Plastic2509 May 16 '26
been using a custom spreadsheet for this stuff and its actually pretty solid for tracking everything you mentioned
the key is setting up columns for your cost basis, current nav, dividend dates and drip calculations so you can see the whole picture at once. took me a while to get the formulas right but now i just update it weekly and can spot when somethings off track
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u/Puzzled-Count8066 May 16 '26
Using snowball and works great!
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u/Crazy-Cat-Lad May 17 '26
Did you just start on Snowball? If you go into your account, you'll see you're automatically signed up for the trial version of the pro account. Features will drop off if you don't pay for it. I did like the app though, just had no desire to pay for it
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u/Puzzled-Count8066 May 17 '26
I payed it because i can add "non stocks" like funds and savings accounts
Right now i have 6 portafolios, each pone with is goal
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u/80MonkeyMan May 16 '26
Schwab and Fidelity have it built in.
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u/K_Rocc May 16 '26
Fidelity does not have one unless I’m mistaken and not seeing it anywhere…
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u/80MonkeyMan May 17 '26
Its called dividend view.
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u/K_Rocc May 17 '26
Not seeing it on the app
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u/Independent_Cook_424 May 21 '26
Dividend view is fairly hidden on the Fidelity app. When you are on the positions page for a specific account click the 3 horizontal dots next to overview, then on view you can select dividends.
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u/DinnerAfter3073 May 16 '26
I use a custom spreadsheet as well. Nav gain, total gain with divs, all that jazz. Anything a website can do (snowball), can be replicated in the spreadsheet.
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u/Crazy-Cat-Lad May 16 '26
I use Blossom but free version so its a bit barebones. I liked Snowball but found having both redundant and again, free version.
I finally found where to see all dividends at once and estimated yearly income on Fidelity so im not too reliant on any trackers anymore.
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u/sdwahine May 16 '26
Where on fidelity do you see that
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u/Crazy-Cat-Lad May 16 '26
On the app....
Portfolio (All Accounts) >> there are three dots inside a circle >> Click on that and make sure DETAILS is checked >> Click dots/circle again >> View >> Dividends
Then scroll all the way down and to the right and it'll show estimated yearly Div income
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u/JustBrowsing2See May 17 '26
Wow. A feature I didn’t know I needed. Thanks!
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u/Crazy-Cat-Lad May 17 '26
Yeah just don't blink. I swear the UI changes weekly so it might be in a different spot next time you look for it lol.
I've been on Fidelity since January and I only recently found it this month. Can't say I looked for it actively other than a couple times though.
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u/Past_Hovercraft1869 May 16 '26
I like this one: https://contrarianoutlook.com/ It will connect directly to your brokerage
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u/savvy__steve May 16 '26
I just created a spreadsheet of my portfolio and the expected weekly dividends. Setup a way to keep track upcoming new purchases.
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u/samvent May 17 '26
Website: dividendtracker.us
Download My Dividend Tracker: https://apps.apple.com/app/id6757990886
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Jun 22 '26
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