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Portfolio Dividend Planner

Portfolio Dividend Planner

$11.55 CAD
$11.55 CAD
Sale Sold out
Plan, track & organize Stocks, Funds, ETFs, and more in this easy-to-use spreadsheet for Microsoft Excel. Designed to be intuitive and empower you to stay on top of your dividend income. A beautifully designed one-of-a-kind dashboard automatically shows you how much you'll make in passive income for the month and year. Your annual dividend Yield % is automatically displayed for you. This planner also lets you track your dividend income and then automatically displays beautiful visuals on the dashboard.
  • Designed for Excel
  • No subscription requried
  • Instant download
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Features designed for you.

Modern & Easy Interface

Clean, intuitive design for seamless planning.

Multi-Purpose Planner

Versatile for daily life, projects, shopping, and more.

Task & Status Selection

Easily add tasks and choose statuses from a dropdown.

Priority Selection

Set task priorities with a dropdown (P1, P2, P3, P4).

Category Selection

Organize tasks by categories (Home, Work, etc.).

Due Date Setting

Set due dates for each task.

Remaining Days Display

See days remaining until due date, highlighted in red when close.

Status Bar Display

Modern status bar showing task count per status.

Minimalist Design

Clean, uncluttered layout for easy viewing.

Easy on the Eyes

Carefully spaced elements for comfortable reading.

Attractive Color Palette

Visually appealing color choices.

Income Tracker Sheet

Log dividends and track income.

Stock/Fund Payment View

See monthly payments for each stock/fund.

Customizable

Edit anything in the spreadsheet as needed.