A Google Sheets tracker built for wheel-strategy and dividend investors who want one place to log positions, dividends, and options premium — no subscription, no plugin, no broker connection required.
WHAT'S INSIDE:
- Dashboard — auto-updating overview of your holdings and live prices
- Dividend Log — track every payout by ticker and date
- Options Log — log premium collected from CSPs, covered calls, and assignments
- Payout Calendar — see upcoming dividend and option dates at a glance
- Custom menu (Add New Stock, Remove Stock, Log Dividend, Log Option, Log Trade) — click and enter, no formula-wrangling
- Live prices built into the sheet — no manual updates
HOW IT WORKS:
This is a Google Sheets template, not an app — you get your own editable copy in your Google Drive with a free Google login, nothing else to install. Built for US and Canadian stock markets. Setup takes about 5 minutes on a desktop or laptop (the tracker's menu doesn't run in the Sheets mobile app, though your Dashboard is viewable from your phone anytime).
WHAT YOU GET:
A PDF setup guide with step-by-step instructions and the link to claim your own copy of the tracker.
Not financial advice. This is a personal tracking tool — it doesn't execute trades or connect to your brokerage account; you enter your own data.
Questions before or after purchase? Email
[email protected] — happy to help you get set up.