- 07/13/2016 – Major Application Update on design, caching, excel formula!
- 02/03/2016 – New Look/Design, Features!
- 11/06/2015 – Yahoo Finance Live Data!
*Download the Dividend Liberty Application for free here.
I’ve developed a small application that helps me keep track of all my dividends and its pay out. I can also mix and match future dividend stocks to calculate my overall dividends that would be generated as well as to keep track of my buys and sells.
Functionality & Features
Here is my dividend liberty application. The companies on the left hand side are not in my current portfolio and the stocks to the right are in my portfolio.
You can mix and match companies into your portfolio to see the changes in your dividends.
You can store stocks that you don’t own for future usages. You can edit the stock’s properties if you double click to access its properties. Right now the ex dividend date, pay date, annual dividend, and yield are manually entered but in the future, I will include an API from Yahoo that will automatically retrieve this information.
When adding new shares to the stock, you can choose to select “bought” or “sell.”
When pressing the “calculate results” from the bottom right corner, it shows your total portfolio value, total dividend pays, total yield, and even the transaction fees that you’ve incurred on each buy. In this case, TD Ameritrade charged me $9.99 per transaction.
There is a list of all sectors in the drop down box so it will highlight every stock in that sector in your portfolio and give you the weighted percentage.
Another feature that I found useful with my dividend liberty application is pay date highlight button. When you press it, it will highlight all your stocks that will pay you a dividend for the selected month and year. It will also show you the number of stock results, dividend month/year, and the dividend pay amount for the selected date.
And finally, I’ve added a feature where the application will highlight and remember your next purchases (left box).
This application is still in development and the design can use an overhaul. For now I use it as my personal tool but I’m thinking I will release it as a free program that you can download for your own purposes. Right now it connects to a database using MYSQL and stores the data but the future release will be a self contained database within the application. The only feature that I need to update is the ability to pick up the live ex dividend date, pay date, yields, and annual dividends. I will probably use the yahoo finance API.
Check back for future results and please comment below on what you think about this application? Could you fellow dividend investors find this application useful? Thanks!