Your discount broker is probably best as you have all your holdings in one location (or a few if you have multiple accounts).ĭo note that Google Finance changed their portfolio management and I have research alternatives to Google Finance with MSN Money leading as the alternative. If you go down the manual route, getting a stock quote can be done through Google Finance, Yahoo Finance, Morningstar or your discount broker. Google Sheet, with the GoogleFinance API, is now the only spreadsheet capable of fetching quotes. The Yahoo Finance API (Application Program Interface) used to allow fetching of the stock quote but it has been deprecated for use outside of their website. You can have your own personal dividend calculator and make it the best dividend tracker! DIY Portfolio & Dividend Trackerīefore we dive through the steps to build your portfolio tracker, we need to discuss the status of quotes retrieved online. You need to use Google Sheet (Excel or any other spreadsheet can also work) and understand how to lookup data in other sheets.įear not, below are the steps to do it yourself for your free dividend tracker or you can save the time and get the Dividend Snapshot Tracker all setup and ready to go. As you can see, it all works together but it’s not easy to get set up properly to answer all of those questions.
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