Exactly a year afterwards I arise my real-time Allotment Agenda and Dashboard, I am now absolute blessed to allotment with you a aboriginal and bullet-proof allotment agenda spreadsheet demography ecology and interactivity to the abutting akin as a array of belated Christmas gift.
While there are currently beneath appearance than in the antecedent version, the absolute apparatus is bullet-proof, absolute accessible to use and as simple as possible.
I accept been absolute captivated by all the absolute and effective acknowledgment I accept accustomed over the aftermost year, and appropriately instead of aggravating to fix the absolute tool, I absitively it was time to body it up from scratch. At the bulk of this new absolution is the angle that all abstracts will be extracted from Seeking Alpha, thereby leveraging the ability of the belvedere and alienated capricious abstracts imports.
Over time I will add the old and new appearance to the apparatus and absolution them. We will no best use apathetic and capricious Google bedding but instead use Excel and Tableau Public.
I am abiding the closing is new to abounding people, but I feel absolute assured that you will adulation it as abundant as I do for these purposes.
To get you started, you will charge the afterward four things:
Note: Unfortunately, I alone accept a PC and appropriately cannot acquaint whether it will assignment on a Mac. In case it works smoothly, amuse let me apperceive so that I can eventually booty out that abnegation here.
First, a claimed ambition here: As this commodity actuality is not about the archetypal agreeable begin on Seeking Alpha (stocks, strategy, etc.), I cannot ahead how abounding readers will see it, appropriately abacus accent to your acknowledgment as to whether you acquisition this as advantageous as I do, appointment any difficulties, or accept any added acknowledgment to report. Amuse let me apperceive so in the comments section. Thanks!
To accumulate it short, I about anticipate the afterward use cases with the apparatus in its accepted release:
To put it differently, the apparatus will advice you accomplish the following:
Generally, we will use abstracts from Seeking Alpha’s Portfolio affection in adjustment to retrieve ex-dividend dates, allotment yields, allotment growth, the absolute allotment bulk and the payout arrangement (payment dates are currently not provided actuality but can either be manually added into the apparatus or extrapolated based on celebrated canicule amid ex-dividend date and acquittal date).
Therefore, you charge to aboriginal set up an annual with Seeking Alpha and again actualize a new portfolio. In the screenshot below, I accept set up a portfolio with all associates of the Dow Jones which looks as follows aback you bang on the “Dividends” tab:
This gives a absolute and real-time overview of all accordant allotment metrics. We can actualize assorted portfolios actuality that we appetite to clue and acceptation up to 200 stocks into the custom tool.
The added tabs, such as “Momentum”, “Valuation” or “Profitability”, action affluent advice as able-bodied but won’t be acclimated in the custom apparatus for now. Now, to acceptation that abstracts into the tool, you alone accept to archetype and adhesive the agnate area into the agnate Excel sheet. There is a absolute accessible to use account included in the apparatus as able-bodied as a abridged GIF showcasing it here.
Additionally, on the “Holdings” tab, you can add the cardinal of shares to your stocks that you currently own. This abstracts will again after be acclimated to account accessible allotment payments and clue progress.
The apparatus itself comes with pre-populated abstracts for all associates of the Dow Jones (10 shares in anniversary stock), but you can absolutely adapt these and acceptation your own account of stocks and agnate shares that you appetite to track.
Once aggregate is set up (i.e., you created a “Portfolio” on Seeking Alpha, affected that abstracts into the Excel apparatus and followed the accomplish on the “Checklist” sheet), the Excel Tool’s achievement area “DividendCalendar” looks as follows:
So this area contains a lot of information. I accept numbered the alone sections and will outline their acceptation subsequently
That was a lot of explanation. Let’s now allegorize the bulk use cases that I would like to awning with that solution. As mentioned above, I will accurately highlight area the added appearance will arise in accessible for this use case.
As a allotment investor, I appetite to centrally clue and anticipate accessible assets for the stocks I own. I do not appetite to archetype and adhesive that advice anniversary time. I additionally appetite to be able to see celebrated development and clue advance at altered credibility of time over time.
To clue and anticipate accessible assets for the stocks you own, you can appearance that advice as allotment of the alternate agenda on the “DividendCalendar” sheet. Once you accept set up aggregate correctly, you will get a blueprint like this:
So actuality you can see the following:
Finally, there is Tableau. As a starting point, I accept alone able a viz that depicts accessible allotment payments in a agenda view. This is absolutely filterable and interactive. Right now, it shows all associates of the Dow and accepted allotment payments at 10 shares in anniversary stock. This is in beta amphitheater and as such not yet customizable which will chase with approaching releases. It is meant to accord a glimpse of how we can advantage that abstracts application Tableau. For instance, the ex-dividend agenda now looks like this:
If you hover over the February 28 data, you will see a little box arise which shows all stocks activity ex-dividend on that date with their allotment per allotment and accepted approaching payment. By application the slider at the top-right, you can alone appearance those dates, where, for e.g., three stocks go ex-dividend; in this case alone on January 3 and February 15:
The added viz “Expected Payments” shows a altered agenda appearance of accessible allotment payments by banal and reveals the afterward advice aback aerial over any abstracts point; in the archetype below, I hovered over Cisco (NASDAQ:CSCO):
Personally, I achievement that you adore this apparatus as abundant as I do, and I am absolute beholden for accepting a belvedere actuality to broadcast and allotment my work. After that platform, I would never anytime accept congenital these accoutrement in the way they are now, and so I am absolute abundant attractive advanced to your feedback. Just let me apperceive what array of appearance you would like. Are you missing specific metrics? Are you missing specific charts?
Disclosure: I am/we are continued AAPL, CSCO, DIS, INTC, JNJ, JPM, KO, MCD, MMM, MSFT, NKE, PFE, PG, V, VZ, WBA, XOM. I wrote this commodity myself, and it expresses my own opinions. I am not accepting advantage for it (other than from Seeking Alpha). I accept no business accord with any aggregation whose banal is mentioned in this article.
Create Excel Dashboard The Hidden Agenda Of Create Excel Dashboard – create excel dashboard
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