The Dividend Income Portfolio Template for Apple Numbers and Google Sheets has been updated to include a breakdown by market sector. The Sector Breakdown sheet, shown below, displays the percent and amount invested by market sector.
How it works
When entering symbols into the Portfolio sheet, select from a drop down list of 11 sectors commonly used for sector breakdown reporting. The Sector Breakdown sheet will automatically update to reflect the percent and amount invested based on your selections.
How to update
If you have already purchased the template, use the download button in your purchase confirmation email to download the latest version. You can lookup your order for the Apple Numbers or Google Sheets template to resend your purchase confirmation email.
If you’d like to be notified when updates are made to the template, enter your email address into the form below and click Subscribe.
How to purchase
If you have not already purchased the template, visit the product pages to learn more: