Portfolio Tracking Use Cases

Overview

Tickerdata makes it easy to build custom portfolio tracking solutions. Here are common use cases and how to implement them.

Use Case: Multi-Account Tracking

Track investments across multiple brokerage accounts in one place.

Create a column for “Account” to distinguish holdings:

Account	Ticker	Shares	Cost Basis
Fidelity	AAPL	100	$150
Schwab	AAPL	50	$160
Fidelity	MSFT	75	$280

Use Case: Dividend Income Tracking

Monitor dividend income and yield across your portfolio.

// Dividend yield for a stock
=TICKERDATALIVE("AAPL", "Dividend Yield")

// Annual dividend per share
=TICKERDATALIVE("AAPL", "Dividend")

// Your annual dividend income
=Shares * TICKERDATALIVE("AAPL", "Dividend")

// Portfolio yield
=SUM(dividend_income) / SUM(portfolio_value)

Tip

Create a separate sheet for dividend history to track ex-dividend dates and payment schedules. Use TICKERDATA to pull historical dividend data.

Dividend Growth Analysis

// 3-Year Dividend Growth Rate
=TICKERDATA("JNJ", "3 YR Dividend GPS", "ttm")

// 5-Year Dividend Growth Rate
=TICKERDATA("JNJ", "5 YR Dividend GPS", "ttm")

// 10-Year Dividend Growth Rate
=TICKERDATA("JNJ", "10 YR Dividend GPS", "ttm")

Use Case: Tax Lot Tracking

Track individual purchase lots for tax purposes.

Ticker	Purchase Date	Shares	Cost	Current Value	Gain/Loss	Holding Period
AAPL	2022-01-15	25	$170	`=25*TICKERDATALIVE("AAPL", "Price")`	Formula	`=TODAY()-B2`

// Short-term vs Long-term classification
=IF(holding_days>=365, "Long-term", "Short-term")

// Unrealized gains by tax treatment
=SUMIF(tax_type_column, "Long-term", gains_column)

Use Case: Asset Allocation Monitoring

Track your portfolio allocation against target allocations.

// Get sector for each holding
=TICKERDATALIVE(A2, "Sector")

// Current allocation by sector
=SUMIF(sector_column, "Technology", value_column) / SUM(value_column)

// Deviation from target
=Current_Allocation - Target_Allocation

// Rebalancing amount needed
=Deviation * Total_Portfolio_Value

Use Case: Crypto Portfolio Tracking

Track cryptocurrency alongside traditional investments.

Asset	Shares	Price	Value
BTCUSD	0.5	`=TICKERDATALIVE("BTCUSD", "Price")`	`=B2*C2`
ETHUSD	2.0	`=TICKERDATALIVE("ETHUSD", "Price")`	`=B3*C3`
AAPL	100	`=TICKERDATALIVE("AAPL", "Price")`	`=B4*C4`

Warning

Remember: Crypto tickers use format "BTCUSD" not "BTC" or "BTC-USD".

Use Case: International Portfolio

Track holdings across global markets.

Ticker	Market	Price
AAPL	US	`=TICKERDATALIVE("AAPL", "Price")`
MC.PA	Paris	`=TICKERDATALIVE("MC.PA", "Price")`
7203.T	Tokyo	`=TICKERDATALIVE("7203.T", "Price")`
RELIANCE.NS	India	`=TICKERDATALIVE("RELIANCE.NS", "Price")`

Best Practices

Update cost basis after purchases - Average in new purchases
Record all transactions - Maintain a transaction log
Review weekly - Quick check on performance
Rebalance quarterly - Keep allocations on target
Use cell references - Put tickers in column A and reference in formulas

Next Steps

Build a Portfolio Tracker from scratch
Learn about Stock Screening for new investments