Looking for a dashboard to monitor your dividend income, monthly budget for share purchases and test a personalized allocation of ETFs for your portfolio? → Then maybe this template is exactly what you are looking for! I created it for myself in the first place and use it on a daily base. I thought it might be helpful for others too! 😊
Short summary of what you get with this template:
Ideas
manage your ideas (stocks and etf’s) and structure them in a buy calendar for an efficient cash flow building investing.
Dividend Growth
Here you manage your dividend paying stocks and etf’s. Purpose is to see the dividends you will receive for a specific month and year with the option to project the receiving dividends with higher stock quantities in future months. This will work by manual input of the new stock quantity or the use of a savings plan e.g. each month 200,-€. Another feature is the dividend calendar to have a beautiful overview of all the companies with logos which are paying dividend each month (currently place holder logos, you could use the real logos instead). 🥰
ETF Allocation
ETFs should be the foundation of every portfolio. If you are like me and want to have a individual allocation of regions, sectors and market cap, then this tool will be helpful.
I use it currently to find my perfect allocation and determine which % share each ETF needs in my portfolio.
Dividend Dashboard - for your monthly cashflow building investing!
License
For personal use only
Access
Lifetime
Support
Included
Updates
Included
Activation
After your purchase you will receive access to the template link. Open it in your browser and duplicate it in the top right corner into your workspace then.
Refund Policy
I do not offer refunds as Notion Templates are yours once duplicated into your own workspace. But please feel free to contact me to any time I will support you with pleasure. 😊