How To Create a Simple Dividend Stock Portfolio Tracking Spreadsheet From Scratch Using Google Pt 1

How To Create a Simple Dividend Stock Portfolio Tracking Spreadsheet From Scratch Using Google - Part 1
I had a request from a subscriber to create a guide on how you can create a spreadsheet to track your stocks / portfolio in Google(Sheets). So, here it is!
Check out my recent release of my new 2.0 spreadsheet portfolio tracker product! • Best Dividend Stock Sp... Very very cool!
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Please LIKE, COMMENT and SUBSCRIBE to support this channel - it helps me immensely! Also, please SHARE this video with your friends :) Thank you, I really appreciate it! Also note that Google has some bugs which can cause display issues when you scrape too many websites or call too many API functions (i.e. timeout issues), which can then yield display bugs -- hopefully Google will fix this (and increase the timeout), but if you find that happening too much then I'd use less screenscraping and call less functions...
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BTW -- the best way to add a logo into a spreadsheet cell is go into the cell, and insert image then image in cell, google image search, and search for company logo. Click the one you want and then click insert.
Watch this Video next ➜ • Best Dividend Stock Sp...
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#DividendPortfolio #DividendInvesting #GoogleSpreadsheet

Пікірлер: 813

  • @GenExDividendInvestor
    @GenExDividendInvestor5 жыл бұрын

    UPDATE -- Check out my recent release of my new 2.0 spreadsheet portfolio tracker product! kzread.info/dash/bejne/o3WKmqZuopSvj7A.html Very very cool! Don't forget to SUBSCRIBE and LIKE this video as a simple way to thank me. It really helps the channel ! Thanks, I appreciate it! Support me & get Patreon perks ➜ www.patreon.com/genexdividendinvestor Please join my free investing Dividend Discord chat server with over 2500 dividend investors on it: discord.gg/kkSr5FY Also, I forgot to show how you can add logo's in this video - the best way to add a logo into a spreadsheet cell is go into the cell, and insert image then image in cell, google image search, and search for company logo. Click the one you want and then click insert. Google has some timeout bugs where it can cause issues sometimes if you are scraping too many websites or if they have timeout issues which can lead to display issues. Hopefully Google will resolve this! Also, Gurufocus changed their site so you can't scrape CAGR from it, but I list the new formula in the FAQ document on my Discord (as its the easiest centralized way I can update the info).

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    @@jerijenee You could use =index(importhtml("finviz.com/quote.ashx?t=jnj", "table", 11),11,8) Though, the more you scrape HTML, the more issues Google unfortunately has. I bet they will resolve this issue someday, but its annoying.

  • @osros

    @osros

    4 жыл бұрын

    @@GenExDividendInvestor Thanks but new problem, I had to change it to look up Dividend 3.80 on the table which worked but it puts (*)3.80(*) in the cell and unable to change it to $ amount and throws off the rest of the data cells. Still playing with it

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    @@osros Hmm I'm not sure I see why it would do that. If you want to share your spreadsheet with me with edit rights then I can take a look.. or explain it more... #Partner22

  • @housefreq808

    @housefreq808

    4 жыл бұрын

    @GenExDividendInvestor, great content here. I am not having success pulling the 3 yr CAGR from gurufocus. My my command is =abs(index(IMPORTHTML(CONCATENATE("www:gurufocus.com/stock/", C3, "/summary"),"table", 7),4,2))/100 and is returning #NA ( with the hovering message reading, " could not fetch www:gurufocus.com/stock/", C3, "/summary". Any thoughts? Any other sites you use to pull a 5 or 10 year div CAGR? #partner18

  • @housefreq808

    @housefreq808

    4 жыл бұрын

    @@GenExDividendInvestor , great content here. I am not having success pulling the 3 yr CAGR from gurufocus. My my command is =abs(index(IMPORTHTML(CONCATENATE("www:gurufocus.com/stock/", C3, "/summary"),"table", 7),4,2))/100 and is returning #NA ( with the hovering message reading, " could not fetch www:gurufocus.com/stock/", C3, "/summary". Any thoughts? Any other sites you use to pull a 5 or 10 year div CAGR? #partner18

  • @monteblackwell4652
    @monteblackwell46524 жыл бұрын

    I'm subbing, sharing and liking because you were unselfish and shared this with us, not trying to sell it like everyone else. You will blow this channel up fo sho in due time little brother!!!

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Thanks! I like to teach people to fish so hopefully my vids will help folks out :) #Partner47

  • @simba10

    @simba10

    4 жыл бұрын

    Facts

  • @monteblackwell4652

    @monteblackwell4652

    3 жыл бұрын

    @Expanse Half thought much?

  • @hamedalmabrok9410
    @hamedalmabrok94104 жыл бұрын

    I can't thank you enough for this tutorial, very appreciated.

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    No prob, if you have any questions, drop me a note here :) #Partner28

  • @Dennis_Reynolds_Golden_God
    @Dennis_Reynolds_Golden_God3 жыл бұрын

    I'm subbing, liking etc. for all of the info that you gave away here. Thank you so much. I'm new to this and quality info like this is hard to come by. Thank you.

  • @GenExDividendInvestor

    @GenExDividendInvestor

    3 жыл бұрын

    Hey thanks, I appreciate it :)

  • @Calventius
    @Calventius3 жыл бұрын

    Yours is the best spreadsheet tutorial. Clear, accurate, etc..others don't specify how they create the formulas, or the formulas are two long without explanation. You are talented, almost an intellectual artist for the dividend enthusiast.

  • @GenExDividendInvestor

    @GenExDividendInvestor

    3 жыл бұрын

    Thanks! On my Discord I created a FAQ and at the bottom of it I have a link to a google doc that has all the formulas folks can cut and paste if they want.

  • @edwardmcdonald8194

    @edwardmcdonald8194

    2 жыл бұрын

    @@GenExDividendInvestor Yes, I signed up for that and have to do that...my sheet has gone to hell with companies dropping out the tracking ability. Yours is the only cogent and clear tutorial....I hate to lose my sheet

  • @GenExDividendInvestor

    @GenExDividendInvestor

    2 жыл бұрын

    @@edwardmcdonald8194 Yeah that's part of why I ended up making a spreadsheet as a tool I sell as a service is because there were some limitations with google...

  • @Toripotpie
    @Toripotpie9 ай бұрын

    It's probably sad how blown away and in awe I was of this. I'm so thankful for people out there who are smarter or more talented than me at these things. Thank you thank you thank you!

  • @GenExDividendInvestor

    @GenExDividendInvestor

    9 ай бұрын

    Thanks and you're welcome :) But I'm not smarter or more talented than you -- I've probably just spent more time learning how googlesheets work.

  • @markned6465
    @markned64654 жыл бұрын

    This was a great step by step.. My only issue was manipulating the CAGR field. I figured that the chart number he was using to pull data from was 7 and mine was 8. worked perfectly!

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Cool, I did an entire video on CAGR if you want to check it out :) #Partner27

  • @dman9216
    @dman92162 жыл бұрын

    I was looking through your old videos and saw this one. Very informative and easy to use guide. I started in July with your referral link on M1. Added about a thousand dollars to it and kind of played with the account till around September. Then decided to get more serious about investing into it. I've been adding 900 to 1000 a month since. I'm up to 7000, nothing extravagantly huge, but I've set up a plan. In two years I'm going to try to add 2000 a month. Somewhere in 2026 I figure to have 100k, and 2036 looking to be 500k. Those may be lofty goals, but I see that dividend snowball rolling hard. lol Thanks for all your videos. Dwayne

  • @GenExDividendInvestor

    @GenExDividendInvestor

    2 жыл бұрын

    Ahh cool and thanks! The hardest part is starting and the next hardest part will be not quitting during times of fear. Keep investing in good assets and over the long run I think you will be blown away by where you end up.

  • @dman9216

    @dman9216

    2 жыл бұрын

    @@GenExDividendInvestor So far my account is doing great. Especially compared to the S&P.

  • @rudyblack8302
    @rudyblack83024 жыл бұрын

    Hello ...Just wanted to say thanks for all your time and hard work on the video that broke down the dividend tracking spreadsheet. Awesome job could not have done it without your help just became a fan I subscribed to your channel and will be catching all your videos thanks again I'll be watching.

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Rudy Black Awesome, thanks :). You should check out my free discord... we have over 2500 dividend investors on it :)

  • @angelcoba818
    @angelcoba8183 жыл бұрын

    Best KZread videos ever. Very informative! God bless you and your channel ! Thank you for all of your vids

  • @GenExDividendInvestor

    @GenExDividendInvestor

    3 жыл бұрын

    Thanks, Angel :)

  • @citizenoftheyearCC
    @citizenoftheyearCC5 жыл бұрын

    Wow this was very detailed! Good info, mine is just the price I bought it at and the dividend it pays but similar concept.

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Thanks! As long as you are tracking metrics than are relevant to you, it's all good!

  • @Furballzify
    @Furballzify4 жыл бұрын

    Exactly what I was looking for thank you so much.

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Broccoli Awesome! Tell me if you have any questions :). #Partner23

  • @Mygoldandsilver
    @Mygoldandsilver4 жыл бұрын

    New to tour Chanel just want to say thanks for this info and looking forward to your videos. 👍👍

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Cool, thanks for joining up and watching :) #Partner37

  • @Steve_Gouws
    @Steve_Gouws3 жыл бұрын

    An instant like and sub. Thank you so much for showing how to do this.

  • @GenExDividendInvestor

    @GenExDividendInvestor

    3 жыл бұрын

    Thanks, I'm glad you enjoyed it :) I wasn't even planning to make this vid and then a sub asked when I first started my channel so I made it, and boom it became my most popular video ever, lol

  • @andresball98
    @andresball983 жыл бұрын

    Speechless tbh, I never though to stumble upon such a great person. I have like and I will be a loyal subscriber !

  • @GenExDividendInvestor

    @GenExDividendInvestor

    3 жыл бұрын

    Thanks, Andres, very nice of you to say that :) You should jump on my Discord -- we have lots of investors from all around the world on it :) discord.gg/kkSr5FY

  • @AV-qs2op
    @AV-qs2op4 жыл бұрын

    Awesome video! So simple to follow along. Thank you!!

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Thanks :)

  • @walterjaimes1318
    @walterjaimes13184 жыл бұрын

    from Brazil and i got to say great job!!! be sure to make more content like that

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Thanks, Walter. I love hearing from people around the world :) #Partner28

  • @justinherupanther4500
    @justinherupanther45004 жыл бұрын

    Super helpful thanks! Eventually I want to set things up so that I can pull my portfolio data into a spreadsheet like this so I don't have to manually update the # of shares column. Then the only thing I'd need to update is the dividend yield as it increases or if it gets cut 🙄

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Cool.. Google has some bugs which can cause their spreadsheet to time out if you make too many API connections, so I'll probably make a follow up video on another api that can be used... #Partner34

  • @clementdoo
    @clementdoo4 жыл бұрын

    THANK YOU for the introduction. I just started investing and this video help a lot.

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Welcome :)

  • @jessesmiley99
    @jessesmiley994 жыл бұрын

    Gee, thanks for the info. I finally had some time to complete this.

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Awesome... if you have any questions feel free to drop by my discord (link in description) #Partner48

  • @Rocky77756
    @Rocky777564 жыл бұрын

    Thanks man really helpful video.. You got yourself a new subscriber keep up the good work

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Thanks, Hassan... I appreciate your support and kind words :)

  • @Calventius
    @Calventius3 жыл бұрын

    Your video is wonderful. I have to refer back to it when I buy a new stock.

  • @GenExDividendInvestor

    @GenExDividendInvestor

    3 жыл бұрын

    Thanks, glad you enjoy it :)

  • @rickmacer4747
    @rickmacer47473 жыл бұрын

    Excellent explanation.....I love Google Spreadsheets to track investments....great job!

  • @GenExDividendInvestor

    @GenExDividendInvestor

    3 жыл бұрын

    Thanks, I wasn't even planning on making this video until a subscriber suggested it, and then it turns out being my most popular video, lol.

  • @bobwright8000
    @bobwright80004 жыл бұрын

    Very well explained. Thanks for sharing.

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Thanks, Bob. I appreciate it :)

  • @littleforestowl
    @littleforestowl4 жыл бұрын

    Thank you so much for this, absolutely amazing!

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    You’re welcome :) #Partner40

  • @Mel684
    @Mel6844 жыл бұрын

    Thank you so much for this video. I just started investing in January of this year and found your channel two weeks ago. Thank you for breaking down all 25 companies. Also, for helping me learn how to create a spreadsheet to help track my investments.🙏

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    You're welcome :) Google has some issues where its api croaks sometimes (like if you open too many calls from a single spreadsheet), so at some point I'll do an update showing how you can use another service to get data... #Partner33

  • @Mel684

    @Mel684

    4 жыл бұрын

    GenExDividendInvestor I’m experiencing that now. Thank you for the update and kind reply.

  • @DividendGrowthInvesting
    @DividendGrowthInvesting5 жыл бұрын

    Great way to track your progress. Dividend investing is a long but rewarding journey.

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Definitely... An eternity, for future generations as well :) Thanks!

  • @acleeg7524
    @acleeg75243 жыл бұрын

    Subscribed because of this video alone. Thank you so much and great work

  • @GenExDividendInvestor

    @GenExDividendInvestor

    3 жыл бұрын

    Thanks, glad you liked it. I'm going to be releasing a significant update which goes way beyond just a portfolio tracker that I'm beta'ing with my Patreon Aristocrats and Kings right now :) It will be for those who remain higher tier Patreons, but I think folks are gonna be blown away ;)

  • @jwpajak
    @jwpajak2 жыл бұрын

    What a beautiful job of explaining this stuff. You have a great way of presenting this information.

  • @GenExDividendInvestor

    @GenExDividendInvestor

    2 жыл бұрын

    Thanks, Joseph :)

  • @erich-heinbotha2488
    @erich-heinbotha24883 жыл бұрын

    My life may be boring but the google finance function is the single coolest thing I've seen

  • @GenExDividendInvestor

    @GenExDividendInvestor

    3 жыл бұрын

    I know, right? It’s not perfect but it’s pretty cool :)

  • @MrMelrays
    @MrMelrays3 жыл бұрын

    Thanks for making a video regarding this topic. Dropped a like 👍

  • @GenExDividendInvestor

    @GenExDividendInvestor

    3 жыл бұрын

    Thanks!

  • @MrMelrays

    @MrMelrays

    3 жыл бұрын

    @@GenExDividendInvestor I just built it now. Just a question I need to add in Canadian amounts for stocks prices but google finance does in USD.

  • @MrMelrays

    @MrMelrays

    3 жыл бұрын

    Got it =googlefinance(“tse:symbol”,”price”).

  • @coreybrookshire2467
    @coreybrookshire24672 жыл бұрын

    Thank you for making this, very informative! Liked & Subbed!

  • @GenExDividendInvestor

    @GenExDividendInvestor

    2 жыл бұрын

    Thanks & you’re welcome!

  • @samkuti3853
    @samkuti38534 жыл бұрын

    This was a great video, thanks for the walk through!

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    You are welcome! Happy Sunday :) #Partner33

  • @jerichonavalta1995
    @jerichonavalta19954 жыл бұрын

    Thank you so much! I've been looking for a good tracker and this one is legit. Thanks for teaching me to fish!

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Cool, glad you like it :) I am thinking about doing another one pulling from api's that you need to register for (to get around google api latencies as well as websites that change their format and can break your imports)... #Partner29

  • @DerekLester
    @DerekLester5 жыл бұрын

    Clean nice and organized

  • @GenExDividendInvestor

    @GenExDividendInvestor

    5 жыл бұрын

    Thanks, I appreciate it :)

  • @jmhilldesigns
    @jmhilldesigns4 жыл бұрын

    Great video! Thanks for doing this.

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Thanks, I appreciate it :) #Partner35

  • @johnj.guineyyallop2758
    @johnj.guineyyallop27582 жыл бұрын

    This will be my first time creating a spreedsheet. This was super helpful. Thanks.

  • @GenExDividendInvestor

    @GenExDividendInvestor

    2 жыл бұрын

    Glad it was helpful! I have a Discord with a channel just for people who are making their own spreadsheet :)

  • @JMacInvesting
    @JMacInvesting5 жыл бұрын

    Great video, so helpful for those just getting started. I use a google sheets add-on called Sheets Market Data that is really great as well, you should check it out, it gives dividend data for individual stocks as well.

  • @GenExDividendInvestor

    @GenExDividendInvestor

    5 жыл бұрын

    Cool, thanks for the tip!

  • @DamianAI9
    @DamianAI93 жыл бұрын

    Really good tutorial thank you :3

  • @GenExDividendInvestor

    @GenExDividendInvestor

    3 жыл бұрын

    You're welcome.. I'm going to be doing a massive upgrade with functionality you haven't seen anywhere (though it will be only free for my Patreons who remain Kings/Aristocrats).. I'll be doing a video soon to show my ny 2.0 product functionality :) It'll blow people away I think...

  • @AnthonyAgblevor
    @AnthonyAgblevor4 жыл бұрын

    Thank you very much! I subscribed :)

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Cool, glad you found it of value :) Happy Sunday! #Partner25

  • @heidivargas6141
    @heidivargas61414 жыл бұрын

    great video one of the best i seen

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Thank you, that means the world to me :)

  • @kiyodabossstonerock4735
    @kiyodabossstonerock47354 жыл бұрын

    Thank you 🙏 this has helped me sooo much to help keep track of my investments

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Great, I'm glad it helped :)

  • @xyzabc6598
    @xyzabc65984 жыл бұрын

    The spreadsheet video is blowing up! All the best.

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Haha ya, and it was a sub who asked me to make it, lol. #Partner25

  • @alu4ever516
    @alu4ever5163 жыл бұрын

    Thankyou Very Much for this! Much LOVE!

  • @GenExDividendInvestor

    @GenExDividendInvestor

    3 жыл бұрын

    You are welcome, glad you found it useful :)

  • @QuesttoFIRE
    @QuesttoFIRE4 жыл бұрын

    Wow. I had no idea google sheets could even do some of these functions.😳

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    You do fun things in Scotland, I do fun things in spreadsheets! They both are excit... no.. never mind, Scotland is better!

  • @xyzabc6598
    @xyzabc65984 жыл бұрын

    This tutorial is KZread gold. Very informative and easy to follow. Should consider doing additional tutorials in the future. #Partner4

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Thanks If you have any suggestions what would be useful, toss em my way... #Partner29

  • @Jendabendaify
    @Jendabendaify4 жыл бұрын

    Great video! Very helpful

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Thanks, I'm glad you liked it :)

  • @generalcontractaddress3430
    @generalcontractaddress34304 жыл бұрын

    Thank you alot! this was very helpful...a new subscriber:)

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    You’re most welcome... Cool, I’m glad you liked it. #Partner45

  • @FiredUpWealth
    @FiredUpWealth5 жыл бұрын

    Good stuff! 🔥🔥

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Thanks, I appreciate it!

  • @deadleague3618
    @deadleague36184 жыл бұрын

    Thank you! Subscriber now for sure!

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Thanks, David, I appreciate it :)

  • @digitaldev
    @digitaldev4 жыл бұрын

    This is phenomenal, thank you very much!

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Thanks, I appreciate it. TGIF :) #Partner28

  • @sugarfury
    @sugarfury3 жыл бұрын

    Thank you so much for this

  • @GenExDividendInvestor

    @GenExDividendInvestor

    3 жыл бұрын

    You are most welcome, Deborah :)

  • @simster6252
    @simster6252 Жыл бұрын

    Really helpful. Thank you.

  • @GenExDividendInvestor

    @GenExDividendInvestor

    Жыл бұрын

    Thanks! You’re welcome, friend :)

  • @johnklawender623
    @johnklawender6232 жыл бұрын

    A great way to pull in all the latest prices in (almost) real-time. And the ease to make sparklines is quite impressive. What sucks a bit is that you still have to go elsewhere to get the dividends. This would be really awesome if that process was automated as well.

  • @GenExDividendInvestor

    @GenExDividendInvestor

    2 жыл бұрын

    Hopefully this gives you the tools you need to evolve it to your liking :)

  • @ckl2172
    @ckl21724 жыл бұрын

    This tutorial just helped me setup my dividend tracker. Thank you so much! Very useful.

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    창창 Great :) #Partner37

  • @PassiveIncomeTom
    @PassiveIncomeTom5 жыл бұрын

    Nice! 👍I use excel and Google sheets.

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Nice! Yeah, it's hard not to use old faithful (excel) :)

  • @keithbrice3951
    @keithbrice39514 жыл бұрын

    I subbed and gave you the thumbs up, simply because of this

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Thanks Keith :) #Partner48

  • @JimTheProducer
    @JimTheProducer2 жыл бұрын

    Dude I did not know that google sheets had the ability to load stock data!!!! SUBSCRIBED!!

  • @GenExDividendInvestor

    @GenExDividendInvestor

    2 жыл бұрын

    Pretty cool, huh? :)

  • @cgtsang
    @cgtsang4 жыл бұрын

    Was looking for a way to track on spreadsheet. Great template 🤙

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Thanks, I appreciate it!

  • @allenlai1517
    @allenlai15174 жыл бұрын

    Thanks so much for this

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Allen Lai You are most welcome :) #Partner39

  • @luciocangiano
    @luciocangiano4 жыл бұрын

    Thank you so much for the tutorial! Quick question; How do you combine the stocks from the same sector to show as one in the pie graph? For instance PFE and JNJ both to show under HEALTHCARE. Thank you!

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    You're welcome. Click the aggregate check box when you make your graph (its one of the settings in the right hand side pop-up window).

  • @harsharao3555
    @harsharao35554 жыл бұрын

    I have to say a BIG thank you for this video, totally awesome, pity I saw this today, love all of your videos. Thanks again man, truly appreciate it.

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Thanks, and you're welcome my friend :) #Partner47

  • @FirefightersFinancialToolbox
    @FirefightersFinancialToolbox4 жыл бұрын

    Great video, I personally struggle with spreadsheets. I want to make a new one now!

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Haha, awesome. One of my favorite things to do is to update my spreadsheet with dividend income.. Its crazy how much I love doing that

  • @FirefightersFinancialToolbox

    @FirefightersFinancialToolbox

    4 жыл бұрын

    I just made the same spreadsheet, stopping your video every 30 seconds while I updated my personal spreadsheet . Are you okay if I link to this video on a future video? I think this will help a lot of non tech people.

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    @@FirefightersFinancialToolbox Sure :)

  • @joeivo911
    @joeivo9114 жыл бұрын

    great vid. thanks!

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Glad you like it.. I'm gonna work on a part 2 to share other info that folks would be interested in :) #Partner48

  • @joeivo911

    @joeivo911

    4 жыл бұрын

    @@GenExDividendInvestor please do i learned a ton. i love excel but do not know sheets well. this was amazing. it will help me a ton.

  • @RetireWithLess
    @RetireWithLess4 жыл бұрын

    This is the greatest video on the interwebs!

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    lol.. I don't know why I crackup when I hear "interweb"... #Partner28

  • @RetireWithLess

    @RetireWithLess

    4 жыл бұрын

    @@GenExDividendInvestor Yeah me too lol

  • @alibader6429
    @alibader64294 жыл бұрын

    Fantastic video, you deserve all the Likes and Subscribes and you didn't even ask for them in this video. Quick question, I'd like to add a row to show the average price of the shares bought from XYZ company for instance. it helps me compare it to the current market price. I'm not sure if anyone else asked this question, but I keep adding stocks from a specific company when the price is right depending on how much money I have at that moment. and every-time the price is different from the one's previously bought. Hence this row would be extremely helpful.

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Thanks.. I actually show how to calculate average price per share (as part of a cost basis calculation, even though its not cost basis, per se) in the part 2 video.

  • @dr.t2051
    @dr.t20513 жыл бұрын

    Absolutely impressed..

  • @GenExDividendInvestor

    @GenExDividendInvestor

    3 жыл бұрын

    Glad you enjoyed it :)

  • @drpun67
    @drpun674 жыл бұрын

    Thank you for this. Very useful. One question: How do I alphabetize row A without mixing the Ticker into it and messing it up?

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Sure. Highlight the rows you want to sort by clicking on the left most row and drag down. You could sort ascending or descending based on any column you want -- so alphabetically or based on market value or whatever. Then once the rows are higlighted, select Data (on the top menu bar), then select sort range... then for sort by you select whatever column you want. Then you select a->z or z->a depending on if you want it ascending or descending order. I don't highlight my total row on the bottom (so it isn't sorted). If you have frozen the top row then you can select that too and it won't sort.

  • @ajk1836
    @ajk18364 жыл бұрын

    Thank you !!!!

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Welcome, my friend :)

  • @IbadassI
    @IbadassI4 жыл бұрын

    Thank you!

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    You are welcome.. you should see the 2.0 spreadsheet I'm making ;)

  • @bobbysingh3095
    @bobbysingh30954 жыл бұрын

    Thank You!!!!

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    You are welcome :) #Partner48

  • @oskartegnesjo1111
    @oskartegnesjo11114 жыл бұрын

    I've been binge watching your deep analysis videos since yesterday when I found your channel. Dividend investing is a maze and your take on fundamentals is super refreshing my man. Wishing you great prosperity from Sweden! #Partner7

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Ahh cool, I appreciate it. You should jump in the discord -- we have dividend investors from all around the world in here :) discord.gg/kkSr5FY #Partner35

  • @Calventius
    @Calventius4 жыл бұрын

    Thank you for the magnificent instruction! I spent all of Sunday afternoon replecating your chart. Let us know what we can do to help your efforts!

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Join up on my Discord :) Its a fun free place with thousands of dividend investors (and non-dividend investors). discord.gg/kkSr5FY

  • @DanielKaganov
    @DanielKaganov4 жыл бұрын

    Hi awesome video! Is there a way to automate google sheets to actually grab the annual dividend rate as well or do we have to always manually enter it?

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Thanks. You can pull the dividend from finviz using inporthtml or you can pull from the old nasdaq site with importxml. #Partner37

  • @ethantreacy5688
    @ethantreacy56883 жыл бұрын

    You are amazing !!!!!!!!!!!!!!!!!!!!!!!

  • @GenExDividendInvestor

    @GenExDividendInvestor

    3 жыл бұрын

    Glad you like it. Stay tuned for a version I let my Patreon Aristocrats and Kings use which is 10x more impressive :)

  • @11Alisher
    @11Alisher4 жыл бұрын

    Great video, this will help out beginners a lot!

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Thanks, Alisher :) Yeah, hopefully those not too versed with Google can start leveraging its capabilities more.

  • @Lerhamn78
    @Lerhamn784 жыл бұрын

    Thank you so much GenExDividendInvestor its amazing to get this. Can i ask you one question, please. The formula in Portfolio Allocation was $M$ i trade with £ sterling would that matter?

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    You're welcome. You can stay in the same currency for your spreadsheet, or you can use currency conversion functions. As long as the math works out, then I'm not sure if what currency you use matters... #Partner48

  • @spain77777
    @spain777774 жыл бұрын

    Thanks for the tip, i been wanting to create one , but i have a mac and have been running into problems because it is old , but i will definitely try google sheets 👍🏻

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Maximino Alvarez Ya I like it for being free, lol. Thx for watching :) #Partner24

  • @spain77777

    @spain77777

    4 жыл бұрын

    GenExDividendInvestor quick question, i did the sheet already and its awesome thank you, but for annual payout and dividend is there a command that we can enter , so it updates the dividend by itself year after year since companies tend to increase it? 👍🏻

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    @@spain77777 You could use something like this =regexextract(index(ImportHtml("finviz.com/quote.ashx?t="&A2, "table", 11),7,2),"/*[0-9.]+/*") , where a2 is jnj or whatever. What I do is more complex and have one column for a manual dividend, one for an automatic one... and then do a conditional what the manual doesn't equal the automatic, so that my dividend is highlighted when it increases or decreases.. then I set my manual back to my automatic to clear the highlight. #Partner24

  • @spain77777

    @spain77777

    4 жыл бұрын

    GenExDividendInvestor wow thank you, the number at the end of the formula are the same for all the stocks ?? Sorry i am just trying to understand 👍🏻

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    @@spain77777 the 2 would change.. &A2 means use the ticker in cell A2. So, if you dragged that formula down over a few rows, then each time you dragged it the formula would change to A3, then A4, etc.. i.e. each row would refer to the ticker in that row in column A. #Partner24

  • @colton28383c
    @colton28383c2 жыл бұрын

    Thanks so much!!!!

  • @GenExDividendInvestor

    @GenExDividendInvestor

    2 жыл бұрын

    You’re most welcome.

  • @kdfunchannel8084
    @kdfunchannel80844 жыл бұрын

    Great video! Thank you sir! Only thing is that i cant get 3Y div. Cant finde or something like that. But great work 👏👏👏

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Thanks.. can you pull 3 year div cagr for jnj with this? =index(importhtml("www.gurufocus.com/stock/jnj", "table", 8),4,2) #Partner33

  • @kdfunchannel8084

    @kdfunchannel8084

    4 жыл бұрын

    @@GenExDividendInvestor it works, i put on hands symbol for stock and it works. Thank you very much 👌

  • @EyeStabbingYum
    @EyeStabbingYum4 жыл бұрын

    Thank You!

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    You're welcome! Happy Sunday :) #Partner29

  • @anthonybattista2355
    @anthonybattista23554 жыл бұрын

    Hi, that video helps a lot ! Thank you. I do have a question on how to set up something with the stock purchases..... so say you bought JNJ on the 1st of Jan 2019 say 10 shares bought for 150 another 10 shares 01 apr 2019 for 140 then maybe an additional 10 shares on 01feb 2020 for say 130.......... is there way to add (like my brokerage has got a Plus sign) to drop down and track all this info? Thank you for your time and I am enjoying the videos !

  • @anthonybattista2355

    @anthonybattista2355

    4 жыл бұрын

    Looks like you already answered this on someone else's question! New tab for each stock into the master sheet. Might be a great video !!!!!! Thank you so much!!!!

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Thanks, Anthony :) If I wanted to track each buy and sell for each stock, then I'd create a new tab/sheet for each stock. Then I'd capture the information I need (date of transaction, how many shares I bought or sold at what price, and a running total for number of shares I ended up after the transaction). Then you could use that info to track your ongoing cost basis changing or whatever else you wanted. #Partner47

  • @armyjoe_9842
    @armyjoe_98424 жыл бұрын

    Hi, awesome video, is there a way to put the actual payout (ie, the quarterly or monthly payout of dividend), and can you track if you reinvested the dividend?

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Army Joe_98 yeah, I’d just add a new tab and then track whatever you wanted... you just gotta think what pieces of info you want and then put those in... #Partner48

  • @Da_Crow
    @Da_Crow4 жыл бұрын

    simply wow, thank you for taking the time to create and post- i been looking for something that doesnt not cost me money...bad enough im trying to dividend invest. Like and sub and comment for that algo !

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Thanks, I appreciate it :) Yeah, I see so many people selling these, so thought I'd just show how to make a basic one. Google has some limitations if you make too many calls to apis (it can timeout), so I'll make another video at some point showing some other options... #Partner34

  • @canine7236
    @canine72363 жыл бұрын

    For Disney and Altria under the current PE column it is coming up as n/a and says error. Google finance parameter 2 value is invalid for the symbol specified. All the other positions work. Any thoughts on this. Also did you change your dividend yield to percentage or leave it with the decimal and several numbers after. Thanks again

  • @GenExDividendInvestor

    @GenExDividendInvestor

    3 жыл бұрын

    Unfortunately all data sources sometimes come up bad.. So, probably its a Google issue... I usually tweak the number of decimals based on what I prefer...

  • @AADadrah
    @AADadrah4 жыл бұрын

    Thanks for your hard work teaching us this.

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    You are welcome, my friend :) #Partner44

  • @AADadrah

    @AADadrah

    4 жыл бұрын

    @@GenExDividendInvestor I'm struggling to get the sparkline to work. I have copied your formula word for word. Spelt colour both the American way and British way but to no prevail. Any chance you can throw some suggestions?

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    @@AADadrah Share a sanitized version of your spreadsheet with me and give me write permissions and I'll show you gen.x.dividend.investor@gmail.com #Partner44

  • @AADadrah

    @AADadrah

    4 жыл бұрын

    @@GenExDividendInvestor Thanks for this, I've emailed it over to you. Sorry for putting you out of your way. Your communication with your audience is great! I haven't seen anyone on this platform like it. Thanks again.

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    @@AADadrah Done and no worries. Jump on my discord if you want to chat with me and over a thousand other investors :) #Partner44

  • @lou138lou
    @lou138lou4 жыл бұрын

    Hi! Thanks for great video tutorial! I have one question. How do you combine industry in the pie chart so it does not show duplicate?

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Thanks! Click the "Aggregate" input field when you first create it. #Partner24

  • @kaceyjones7694
    @kaceyjones76943 жыл бұрын

    Is there any way to draw from the canadian stock exchange for tickers? Also is there a way to get a live currency exchange calculation in a cell (like a stock price updating) drawing off of google data?

  • @GenExDividendInvestor

    @GenExDividendInvestor

    3 жыл бұрын

    Yes. I’ve posted a spreadsheet document in the faq channel and document on my Discord. Check that out for answers.

  • @dogerman11
    @dogerman114 жыл бұрын

    You might have a small channel, but i like the content alot! I hope you can make a decent income off this channel.

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Thanks, Roger :) I think it will be like dividend investing.. It starts off slow, but then if you keep it at and focus on quality, it will grow -- until one day it surprises you :) #Partner48

  • @bluecollarmoneyinvestingch396
    @bluecollarmoneyinvestingch3964 жыл бұрын

    Great tutorial! Made a spreadsheet and shared it on my portfolio update this week!

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Thanks, glad you liked it :) #Partner37

  • @jedi3667
    @jedi36673 жыл бұрын

    Thank you so much

  • @GenExDividendInvestor

    @GenExDividendInvestor

    3 жыл бұрын

    You’re welcome :)

  • @stephaniesommers407
    @stephaniesommers4074 жыл бұрын

    Thanks so much for this. I never used a spreadsheet before, this was a big help. I even got the sparkline to work!

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Sure :) I debated between just giving a link to the spreadsheet vs forcing people to actually learn it, but I think if you go through a bit of struggle you have a better chance of learning stuff.. and you know.. teach someone to fish... #Partner22

  • @stephaniesommers407

    @stephaniesommers407

    4 жыл бұрын

    @@GenExDividendInvestor Yes it's much better to learn, then I can add in what I want. I went hog wild and have 20 columns now. One question, if I move columns around after the fact does that screw up my formulas because the letter will change?

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    @@stephaniesommers407 Oops, your comment went to spam for some reason.. I just found it. If you insert columns then all the formulas should auto-adjust and be ok. #Partner23

  • @GriffinMilks
    @GriffinMilks4 жыл бұрын

    Really helpful video man! All investors should make their own spreadsheet imo.

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Thanks.. I think its helpful to learn how to do it, so you can customize and get exactly what you want.. But I can understand why others don't ;) #Partner27

  • @pablodoradoo
    @pablodoradoo4 жыл бұрын

    Hi thank you so much for the information anyways do you know any way to get the annual dividend automatically?

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    You could try =regexextract(index(ImportHtml("finviz.com/quote.ashx?t="&A2, "table", 11),7,2),"/*[0-9.]+/*") where a2 is where the ticker is....

  • @sparkysarah78
    @sparkysarah784 жыл бұрын

    I would have never figured out the sparkline function on my own. Thanks a bunch! I hope the cat's okay. #Partner12

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    sparkysarah78 I ❤️ spreadsheets, what can I say... #Partner35

  • @dalvindigitaldesign
    @dalvindigitaldesign4 жыл бұрын

    This video is freaking awesome

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Thanks... Hopefully Google fixes their timeout bugs, as that can be annoying.. I need to do an update on this spreadsheet video where I call a signup API.. #Partner43

  • @dalvindigitaldesign

    @dalvindigitaldesign

    4 жыл бұрын

    GenExDividendInvestor i wish i could pull in stats from robinhood . I’m curious, i did some preemptive calculations, do you have a video on how to hypothetically make $1,000 annually from various dividends ? I know you have segments for a bunch of companies but was curious about aggregate values ?

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    @@dalvindigitaldesign Kinda.. Try this calc www.buyupside.com/calculators/dividendincomecalculator.php (then you can change the various values to estimate your dividends, and how they would grow over time). If the fields don't make sense I can explain them in more detail for you... #Partner43

  • @dalvindigitaldesign

    @dalvindigitaldesign

    4 жыл бұрын

    GenExDividendInvestor you are a god sent man

  • @waltonchew9621
    @waltonchew96214 жыл бұрын

    Hi, thank you so much for this video, it really helped alot! May i ask for the portfolio allocation pie chart, is there a way to combine the same industries together under the same slice of the pie chart? For example in your pie chart, there two health care "industries" and i think it would be clearer if we could combine it together into one.

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Select "aggregate" #Partner49

  • @waltonchew9621

    @waltonchew9621

    4 жыл бұрын

    @@GenExDividendInvestor It worked! Thank you

  • @matt-xp2or
    @matt-xp2or4 жыл бұрын

    Hey great video, how would I go about changing the currency to GBP from USD cant figure it out without messing with the formula.

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    =A1*GOOGLEFINANCE("CURRENCY:GBPUSD")

  • @manp1039
    @manp10393 жыл бұрын

    i am trying to figure out how to dymacally import divident exdates and Pay dates, and dividend amounts. Also, I want to create a dividend payment transaction list (including date and ticker it applied to) and make a monthly subtotal.. or be able to dynamically make subtotals of what ever range of dates i want..

  • @GenExDividendInvestor

    @GenExDividendInvestor

    3 жыл бұрын

    Ya things get more and more complicated. I have ex dates and a lot more in my 2.0 version that is a monthly service I give to anyone who remains a Patreon Aristocrat or King.

  • @msmotivation6492
    @msmotivation64924 жыл бұрын

    Great video, I cant wait to implement some of the ideas that I learned here today.

  • @GenExDividendInvestor

    @GenExDividendInvestor

    4 жыл бұрын

    Thanks, glad it was helpful! :)