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Strategies & Market Trends : Value Investing
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From: E_K_S5/28/2009 4:23:05 PM
   of 78701
 
Does anybody know of a website service or software program that can track portfolio monthly, quarterly and annual dividend income by stock holdings. I want to create a spreadsheet which I update periodically with my equity positions that provides me both the past and future monthly (dividend) income totals for the current year. The program must be able to calculate the actual dividends paid (by security) by month for the YTD period AND estimate the future dividends that are to be paid (by month and/or by quarter) based on best estimates (ie using the prior quarterly payment) for the EOY (end of year) period.

My current Schwab account shows me by month what's been paid but w/o a lot of Excel spreadsheet work, I am having a hard time estimating the end of year "expected" payment cash flows.

I would like to update my annual dividend estimates (by month) from time to time by exporting my position holdings to the software or web site as I add and/or delete holdings.

I have created an Excel spreadsheet that does some Yahoo Finance look ups to calculate "expected" dividend cash flows but it is not very automatic and becomes a very big project every time I try to update my holdings.

I use this report to help me calculate estimated taxes, build my portfolio(s) to generate a minimum dividend & interest "total" return and identify my domestic and foreign dividend income.

If anybody has set up something similar or knows of a service that generates such a report, please post your experience.

EKS
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