About:
Do you struggle to keep track of your dividend portfolio, spend a lot of time on updating it or simply just looking for a well-designed tool with minimum manual inputs and self-explanatory charts? You don’t need to look further, I am here to support you with that!
Hi, I’m Zoltan, an expert value investor/risk manager with over 10 years of industry experience at a top-notch player and a master’s degree in finance. I really know my stuff.
You will receive:
- A structured spreadsheet for an easy use with 4 main blocks: Stock Fundamental Data, Trading Data, Position Data and a Dividend Matrix
- Awesome charts (pie, bubble and a waterfall chart) for visualization and easier understanding of the overall picture
- Data fetched from Yahoo/Google Finance/FinViz (no manual steps necessary)
- fancy in-cell charts (e.g. on stock performance)
- useful notes to cells e.g. how you can find tickers or how to calculate your cost-basis
- Most relevant metrics like Profit & Loss, dividend yields etc. (if you have any specific metric you would like to see, feel free to reach out, we will surely find a solution to add)
Please contact me before placing an order or if you have further questions.
Reviews
Seller's Response:
Very responsive and transparent, timely delivery, highly recommended!
:Thanks as well for the great cooperation!
:dardy sing
:Great product, thank you!
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