📊 SmartValue Tracker
Keep Every Trade — and Every Dollar — in View
The SmartValue Tracker is an Excel workbook that records not just your buys and sells, but also your dividends, cash flows, and running totals. It’s the easiest way to see the whole picture of your investing journey — without relying on your broker’s cluttered exports.
Excel file
One-time download
Tracks dividends + cash
Record Every Trade
Log buys and sells in seconds. Date, ticker, side, quantity, price — all tidy and searchable.
Track Dividends & Cash
Record payouts and cash balances so you see true total returns, not just trades.
Stay Disciplined
Keeping a clean log keeps emotions out. Combine with the $20 Rule and watch habits compound.
What’s Inside
- 🚩 Transaction log (buy/sell)
- 💸 Dividend entry columns
- 💵 Cash flow tracking
- 🧮 Auto-updating totals
- 🗂️ Notes + custom fields
- 💾 Excel workbook (.xlsx / .xlsm)
New: Dividend and cash tracking now included — so you see the whole portfolio picture.
How to Use
- Add trades as they happen.
- Log dividend payments and cash deposits/withdrawals.
- Review totals monthly to track progress.
- Pair with the $20 Rule to build consistency.
$4.99
One-time download • Yours to keep
FAQ
- Does it track dividends and cash?
- Yes — new version includes both dividend payouts and cash balance tracking.
- Do I need special software?
- Just Microsoft Excel (Windows or Mac). No add-ons, no subscriptions.
- Can I customize it?
- Yes. It’s a workbook you control. You can expand columns, add notes, or adapt it for your style.
Disclosure: For informational and personal record-keeping only. Not financial advice. Markets involve risk; you are responsible for your decisions.