The Money Mustache Community
Learning, Sharing, and Teaching => Investor Alley => Topic started by: MarcherLady on September 17, 2014, 11:13:55 AM
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I'm looking for an online tool which will allow me to enter the holdings in my portfolio and show me the published, upcoming dividend dates and values, all of them on one page. For free, obviously ☺. My investment platform holds that data, but only on each holding's detailed page, not in one easy to compare table. My holding are mainly Vanguard and individual UK stocks. Anyone have any suggestions?
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You can use the formula below in a google spreadsheet to get the amount of the next payment, as stated by google finance. As far as upcoming dates I do not know how to get that.
=IF(ISBLANK($A12)," ",(REGEXextract(REGEXreplace(index (importhtml("https://www.google.com/finance?q=NYSE%3A" &A12, "table", 2), 1, 2); "[()]"; "") ; "([^/]*)/"))*1)
where both A12 is replaced by whatever cell holds the ticket of the stock you want the dividend of.
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Helpful, J'onn J'onzz! I'm assuming it will populate the field on the date when they're declared, which would at least remind me to check when it's being paid out.
Subscribing in case there's an answer to the original question.
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The field will always be populated with the latest declared dividend payment. If a dividend increase is declared the new value usually shows up within a day or 2 of declaration.
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Oh, cool, that would work, thanks :-)
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For UK holdings replace the URL in that query with "https://www.google.co.uk/finance?q=LON%3A"
Edit:
The original query as posted by J'onn J'onzz returns the price range of a UK stock when my URL above is substituted for his. Not sure if that's as a result of the substitution, or a typo in the original query. J'onn J'onzz, if you have time please can you confirm? In the mean time I'm playing with it myself and will post if I get the correct result. But RegEx is not my strong suit :-)
2nd Edit:
Ah, got it, nothing wrong with J'onn J'onzz's regex. For the next dividend replace the bolded 2 with a 3: This works both for NYSE using the original URL and UKX using my URL. Thanks J'onn J'onzz.
=IF(ISBLANK($A12)," ",(REGEXextract(REGEXreplace(index (importhtml("https://www.google.com/finance?q=NYSE%3A" &A12, "table", 2), 1, 2); "[()]"; "") ; "([^/]*)/"))*1)
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Ah, the Australian version is ASX or https://www.google.com/finance?q=ASX%3A