Free Dividend & Investment Tracker Template
Free download. No signup, no email.
What's included
- ✓Thesis and conviction per holding
- ✓Dividends received
- ✓Automatic value and return %
- ✓Good fit for fundamental investors
Columns
How to use it
- Download the format you prefer above.
- Open it in Excel or Google Sheets, or print the PDF.
- Delete the example row and log each trade as you take it.
- Check the Summary tab every week: win rate, total R, profit factor and expectancy.
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Frequently asked questions
- Is this Dividend & Investment Tracker Template free?
- Yes. Download it as Excel, CSV or PDF with no signup or email.
- Does it work in Google Sheets?
- Yes. Open the Excel file in Google Sheets (File → Import) or import the CSV. The formulas work in both.
- How is the R multiple calculated?
- For a long trade: (exit − entry) ÷ (entry − stop loss). For a short trade the signs are flipped. P&L is R multiplied by your risk amount.
- What should I write in a investing journal?
- Every trade: what you traded, why, where your stop and target were, how it ended, how you felt and whether you followed your rules. Review it weekly.
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Stop guessing. Start journaling.
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