Sheets
Demo workbook
Copy this starter into Google Sheets after the Apps Script add-on is installed. Forecast uses the ticker and share columns together.
Holdings
| Ticker | Shares | Next | TTM |
|---|---|---|---|
| AAPL | 10 | =DIVIDENDNEXT("AAPL") | =DIVIDENDTTM("AAPL") |
| MSFT | 5 | =DIVIDENDNEXT("MSFT") | =DIVIDENDTTM("MSFT") |
| VYM | 20 | =DIVIDENDNEXT("VYM") | =DIVIDENDTTM("VYM") |
| SCHD | 50 | =DIVIDENDNEXT("SCHD") | =DIVIDENDTTM("SCHD") |
| JEPI | 15 | =DIVIDENDNEXT("JEPI") | =DIVIDENDTTM("JEPI") |
| Portfolio forecast | =DIVIDENDFORECAST(A2:A6, B2:B6) | ||
Setup instructions · Free plan refreshes 25 tickers / month.