Your whole portfolio — stocks, ETFs, and crypto across every account — in one private spreadsheet you own. The By WoozKa Pro Portfolio & Dividend Tracker turns your holdings into a live dashboard: profit and loss, allocation, dividend income, DRIP projections, and a rebalancing planner. No login, no subscription, and your data never leaves your computer.
What’s inside
- Holdings engine — enter each position once; market value, cost basis, unrealized profit/loss, weight, and yields calculate automatically.
- Dividend tools — frequency-aware annual dividend, current yield, yield on cost, 5-year dividend growth, payout ratio, and the Chowder Number quality screen.
- Value & fundamentals — Gross Profit/Assets, Free Cash Flow Margin, P/E, earnings yield, beta, market cap, and a 1-year price sparkline for every holding.
- Dashboard — total value, return, and dividend income at a glance, with an allocation-by-asset-class chart.
- Dividends & DRIP — project your dividend income and reinvestment compounding for up to 30 years.
- Rebalancing planner — set target weights and see exactly how much to buy or sell in each bucket.
- Works your way — type prices manually, or wire live quotes with GOOGLEFINANCE (Google Sheets) or STOCKHISTORY (Excel 365).
Free web tracker vs. the Pro spreadsheet
| Free web tracker | Pro spreadsheet | |
|---|---|---|
| Price | Free | $19 one-time |
| Runs in | Your browser | Excel or Google Sheets |
| Cost basis, P/L, allocation | Yes | Yes |
| Dividend income | Yes | Yes |
| Dividend growth, payout ratio, Chowder Number | — | Yes |
| Value metrics & 1-year sparkline | — | Yes |
| 30-year DRIP projection | — | Yes |
| Rebalancing planner | — | Yes |
| A file you own & customize | — | Yes |
| Fully private | Yes (stays in browser) | Yes (stays on your device) |
Frequently asked questions
Does it work in Google Sheets?
Yes. Upload the file to Google Sheets and it works, including live prices via GOOGLEFINANCE.
Do I need to be an Excel expert?
No. You only fill in the shaded cells; everything else calculates itself. Six example holdings show you the format.
Is my data private?
Completely. The file lives on your computer; nothing is uploaded anywhere.
Educational tool only — not financial advice or a recommendation to buy, sell, or hold any asset. Figures are estimates; verify against your broker statements. Investing involves risk, including loss of principal.