Power BI & SpreadSheet: Dividend Tracker v3

ABOUT:

This project is an experiment of tracking dividends and preparing reports of income earning.
Refer to version 1 to know history.

DISCLAIMER AND NOTES:

- This project is intended for educational purposes only.
- NSE & BSE do not allow web scraping from their website for trading.
- Google Sheets takes upto 5 minutes to update the live data, hence it is not recommended for day traders.
- Pictures can be enlarged by clicking on it.
- This is a sample data of top 100 companies and hence do no represent any of my personal portfolio.

UPDATES:

- Add: Sample data of top 100 companies with random purchase amount between 1 to 200.
- Removed: All visualisation and transferred them into Power BI.
- Removed: of 'Share Holdings' sheet.
- Removed: Watch List Change: 'Raw' sheet.
- Change: 'Dividend Income' sheet, now only total income is shown.
- Change: 'Dividend Holding' sheet with relevant data and removal of other data.
- Change: Attempts to fix 'Yield Indicator'. Note: It still shows 'BUY' for anything above 6%.
- Change: Directly scrape LTP, Market Cap, Dividend, Dividend Yield with Ticker ; instead of relying on custom links.
- Change: 'Raw' sheet have changes for Dividend Rate, Dividend Yield, Market Cap, Announcement and Ex-dividend.
- Change: Simplifying Visuals in 'Dividend Income', 'Dividend Holdings' and 'Raw'.

CONTENTS:

- Dividend Report
- Dividend Income
- Dividend Holdings
- Raw

MEDIA:


POWER BI DASHBOARD: DIVIDEND REPORT
This image contains the data which was transferred from Sheets into Power BI. I've filtered the un-related data, used measures for simplifying the data.

With this report we get to know the following:
- We invested Rs. 2,41,14,96,842 (241 Cr. or 2.41 Billion INR) to acquire 9091 shares of top 100 Companies in India.
- With Rs. 2,41,14,96,842 investment, we earned Rs. 2,39,665 so far in 2022 (till 10 July).

Our top share holding companies are:

-> Grasim (199)
-> Motherson Sumi Wiring India Limited (199)

Followed by:
-> Indigo: InterGlobe Aviation Limited (188)
-> Tata Steel (187)

Hypothetical Suggestion: We may acquire more companies who are paying higher dividends but have less cost to acquire ratio, and sell less performing companies in dividends sector.

Hypothetical Suggestion #2: We may acquire more companies which have higher market capital such as Reliance, TCS, HDFC, etc. which give stable returns to reduce risk of high volatility of stocks as they are less likely to have drastic changes as compared to lesser market capital companies.


GOOGLE SHEETS: DIVIDEND INCOME
This image tells how much dividend we earned
- We earned Rs. 2,39,665 so far in 2022 (till 10 July).

GOOGLE SHEETS: DIVIDEND HOLDINGS
(IMAGE: A SMALL PART OF WHOLE SHEET)
This sheet has been changed as compared to previous version. Now it includes the following:
- Company Name
- Ticker
- Shares Owned (Random 1 - 200)
- Last Traded Price (₹)
- Market Cap (₹)
- Dividend (₹)
- Announce Date
- Ex-Dividend
- Dividend Yield %
- Total Income (₹)
- Yield Indicator
- Remark

GOOGLE SHEETS: RAW
Contains scraping from various links and stores raw data and coordinate with other sheets.

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