Calculator & Portfolio Template

These are my two favorite templates that I have been using over the years to plan my journey towards early retirement and to keep track on my dividend portfolio.

If you would like to use them as well, then just copy them to your own Google Drive or download them into Excel.

Dividend reinvestment calculator

This is a template which allows you to calculate the time it takes to become financially independent using a dividend growth and reinvestment strategy.

It includes:
– the impact of dividend withholding tax
– yearly dividend growth as a variable
– different variables for easy simulation

Want your own copy of this template?
<< Click here and Copy >>

dividend reinvestment calculator

Dividend Portfolio Tracker

This is my dividend portfolio tracker which allows you to:

  • Log every transaction: buy / sell / dividend / cash deposits
  • Analyze your dividend portfolio

Want your own copy of this template?
<< Click here and Copy >>

Let me know if you find any errors in one of the templates.

Enjoy it! Ah, and remember πŸ‘‡

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6 comments on “Calculator & Portfolio Template

  1. Hi there, thanks for the interesting read and templates. I was trying the dividend portfolio tracker. Great work! I have a few questions. 1) How do I change the upper value on your speedometer from 4000? 2) The doughnut charts do not seem to add up the sector entries (financials, materials etc.). Every sector entry appears on the charts separately. In other words, if I enter three bank stocks and identify them as financials from the pick list, there will be three separate slices on the chart labeled financials.

    • European DGI

      Hi Michael,

      Thanks for stopping by!

      Regarding your questions:
      1) You can do that by editing the graph:
      — click the “3 dots” in the right top corner
      — click edit chart
      — click customize
      — click gauge
      — now you are at the settings page where you can change the ranges of the gauge πŸ˜€

      2) I updated it in the sheet. Thanks for spotting! You can either make a new copy or with a very simple update correct in your version as well:
      — click the “3 dots” in the right top corner
      — click edit chart
      — under label: check checkbox in front of “aggregate”.

      This should fix both your problems. Regarding the second one, apologies for the inconvenience!

      • Michael

        Thanks for your prompt reply. Perhaps because I am trying to do this on an iPad, I don’t have these same options. If I tap on the chart, I get an item on the screen that includes β€œedit chart”. However the only edit option include changing the title, colour, type of chart, and legend. Sorry, I am not that familiar with g-sheets. I am away from my desktop for a few weeks, but may have better luck from there.
        By the way, I really like the graphics you used in the Q2 podcast! Very clear and easy to digest. Thanks!

        • Excellent! Back home now so was able to edit per your instructions on my iMac. I really appreciate all you are doing. Cheers.

  2. Hi there!
    These are great tools, thank you for having put together and shared them!

    While using the Dividend Portfolio Tracker, I have noted the following:

    – sheet “Dividend Portfolio”: column J should show the current value in EUR but it actually calculates it based on the original currency (e.g. Novartis in CHF), as it takes into account the price in local currency and the nr of shares. Same thing for the Dividend (column K), i.e. it seems to be showed in the original currency. Would you recommend to use the same formula as in the sheet Transactions?

    – the tax rates used in the sheet Reference Data are the Withholding tax rates that those countries applied according to the treaty with your country or the original withholding tax rate. I am a little bit confused because they do not seem the latter in all cases (e.g. unless I am mistaken, France should be 28%, UK 0%, US 30% according to this:

    Many thanks for your feedback.

    • sorry, I am adding a new point that I just spotted:

      – sheet “Transactions”:
      unless I am mistaken, stocks that are in the portfolio currency (EUR in my case), do not get their cash flow in EUR value unless I force one of the cells that are not supposed to be touched (e.g. column F, by putting 1 as exch.rate or column, J by putting the formula Gxy * Hxy)
      Am I doing anything wrong?

      thanks again

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