A tracker you will actually keep using, because there are only three sheets you ever type into.
Holdings — one row per purchase: ticker, date, number of shares, price, fees. Cost, current value and gain fill themselves in. Dividends — every payment you receive, so you can see your real income, not just paper gains. Prices — update the market price of each company whenever you want; every other sheet follows.
Summary then gives you the whole picture on one screen: total invested, total value now, overall gain, dividends received, and how your money is allocated across companies. A Ratio Calculator sheet is included too — type in a company’s price, earnings and equity and it returns P/E, P/B, dividend yield, payout ratio, ROE, ROA, margins and sustainable growth, the same ratios the book teaches.
Works in Microsoft Excel, Google Sheets and LibreOffice. Nothing to install, no subscription, no account — it’s your file, on your computer.
What’s inside
- Six sheets: Start Here, Holdings, Dividends, Prices, Summary, Ratio Calculator
- Room for 100 holdings and 40 companies
- Dropdown lists so you can’t mistype a ticker
- Gains in green, losses in red, automatically
- Built to pair with A Guide to Investing / Muongozo wa Uwekezaji
Bundle line
Buy the book and the tracker together: read it on Sunday, fill it in on Monday.