How to track your portfolio across every account
A practical guide to tracking investments held in several accounts: what to record, three ways to do it, and the mistakes that make the numbers wrong.
Read more →Dividend calendar: how to build one and read it
How a dividend calendar works: declaration, ex-dividend, record and payment dates, declared versus estimated payments, and how to smooth your monthly income.
Read more →Yield on cost vs dividend yield: what's the difference?
Dividend yield uses today's price; yield on cost uses what you paid. A worked example shows how they differ, when each helps, and what neither tells you.
Read more →How to calculate your portfolio return when you keep adding money
Why a simple gain figure misleads when you add or withdraw money, and how money-weighted return fixes it. With a worked example and a spreadsheet tip.
Read more →Wealth tracker: what to look for before you pick one
Net worth trackers and investment trackers are different tools. What each does, which questions they answer, and how to choose without sharing your logins.
Read more →Dividend tracker spreadsheet: what to include (and when to switch)
The columns, formulas and habits that make a dividend tracker spreadsheet worth keeping, plus the signs it is time to move to an app.
Read more →Nimblewit doesn't give investment or tax advice. Examples use made-up numbers.