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SPREADSHEET DETAILS

Financial performance and dividend data for Charles Schwab, including cost basis, market value, daily and annual gains, dividend yield, yield on cost, market return, weekly and daily data, and projected dividend incomes over 5, 10, 20, and 30 years, along with charts of monthly and annual dividend income.

Monitor your portfolio growth, diversification, and most importantly—your dividend income.

A stock market table showing various companies with columns for ticker, company name, view on seeking alpha, number of shares, average cost per share, share price, day change, day change percentage, and overall day change in dollars, some cells highlighted in red indicating negative changes.

Analyze essential metrics to easily and effectively track all of your portfolio’s holdings.

Bar chart comparing sector distribution and stock size, with sectors like Information Technology and Real Estate, and stocks labeled with ticker symbols such as AAPL and MSFT.

Visualize your portfolio allocation with ease.

Charles Schwab tax table showing various tax rates and additional fees for different investment categories like KO, KRC, LOW, MAIN, MMM, MO, O, ORCC, PG, and SBUX. Highlights include tax amounts like $6.30, $37.33, $8.95, and totals at the bottom such as $40.67, $25.76, $88.37, and $165.26.

Record all of your dividend payments and measure your income growth year after year.