Spreadsheet (Excel, PDT)Import your own spreadsheet — Excel or your PDT workbook
Do you track your investments in Excel or Google Sheets, or isn't your broker listed? Fill in our template or upload your Portfolio Dividend Tracker workbook as it is. You see a preview first; we only save once you confirm.
7 days free, then €5.99 a month or €59 a year. Stop before day 7 and you pay nothing.
From sheet to dashboard in 3 steps
Our template or your PDT workbook, with a preview first.
Fill in your sheet
Download the template or use your own sheet with the same column names. One row per transaction, from your first purchase.
Upload and check
Upload the file (.xlsx). Per account you see what is added, changed or removed, and which rows still need fixing.
Confirm
We only save after you confirm. Fixed something later? Upload the sheet again: the new version replaces the previous one.
Sound familiar?
Four reasons to work with a spreadsheet.
Your broker isn't listed
An employee savings plan, a small broker or an account that's already closed: there's no export we know for those.
One template for everything
Put the transactions in our template and upload it. A security with an ISIN is recognised and gets a current price.
Years of tracking in PDT
You've tracked your portfolio in Portfolio Dividend Tracker for years and don't want to type it all in again.
Your workbook as it is
Download your PDT workbook from Google Sheets as an Excel file and upload it. We read the tabs with transactions, dividends, bookings and expenses, and create an account per broker.
A typo in row 312
In a big sheet you don't spot a mistake quickly. An import that quietly skips rows only makes it worse.
Every error with its row number
A row we can't read is reported with its row number and a tip to fix it. We save nothing until everything is right.
No deposits in your sheet
Many sheets only track purchases. Then it looks as if your money came out of nowhere.
Topped up as money put in
If your sheet has no deposits, we cover every shortfall with a deposit. That money counts as your own contribution, never as a result.
What you get with StockQuarters and your spreadsheet
Prices with an ISIN
A security with an ISIN gets a current price, updated roughly every hour during trading hours. A row with only a name stays at cost; you can enter its value yourself.
Correct P&L
Average purchase price per position, realised and unrealised separately. Deposits never count as profit.
Dividends with withholding tax
Enter the gross dividend and the tax withheld; we show gross, withheld and net, per month and per position.
MWRR & TWR
Personal return (MWRR) and time-weighted return (TWR), next to the AEX, S&P 500, MSCI ACWI or Nasdaq-100.
Diversification
See your spread by sector, country, currency, position type and more.
A preview first
For every upload you see what is added, changed or removed. We only save once you confirm.
Importing your spreadsheet — step by step
With our template or your PDT workbook.
- Download the Excel template, or use your own sheet with the same column names.
- Put the columns Date, Type, ISIN or Name, Quantity, Price, Currency and Amount in the first row. As type, use Buy, Sell, Dividend, Stock dividend, Deposit, Withdrawal, Fee, Interest or Other income.
- Enter every transaction from your very first purchase, one row per transaction. For a dividend, enter the gross amount, and the tax withheld under Withholding tax. Don't know the exchange rate? Leave it empty: we use that day's closing rate.
- Type dates in Excel as normal dates; we read them as real dates, never as month-day text.
- Save as Excel (.xlsx) and upload the file to StockQuarters. You see a preview first; we only save once you confirm.
- Coming from PDT? In Google Sheets choose File › Download › Microsoft Excel (.xlsx) and upload that whole file.
Frequently asked questions about spreadsheet import
Which columns do I need?
Date, Type, Currency and ISIN or Name are always required. For a buy or sell also Quantity and Price; for dividends, deposits, withdrawals, costs and interest the Amount. Optional columns include Time, Exchange rate, Withholding tax, Costs and Description. Dutch column names work too.
Can I use my PDT workbook?
Yes. In Google Sheets choose File › Download › Microsoft Excel (.xlsx) and upload that whole file. A single tab as CSV doesn't work. You don't need a Google account with us and your sheet never has to be shared or public.
What happens if I upload the sheet again?
You first see what changes. If you confirm, the new version replaces the previous one in that account. Transactions you entered by hand in StockQuarters stay.
What if a row isn't right?
Then we save nothing. You see every row that isn't right, with its row number and a tip to fix it. Adjust your sheet and upload it again.
Does every security get a current price?
A security with an ISIN we know does. A row with only a name, or an ISIN we don't know, stays at cost; you can enter its value yourself in the app.
What can't I import through a spreadsheet?
Splits and other corporate actions, transfers of securities, crypto, commodities and staking. Files such as .xls, .ods and .numbers and links to Google Sheets don't work; save as .xlsx. A sheet can have up to 10,000 rows.
What does it cost?
€5.99 per month or €59 per year, after a free 7-day trial. You enter your payment method when the trial starts; cancel before day 7 and you pay nothing.
Is my data safe?
Yes. Data is stored encrypted in the EU. You can export all your data (JSON or CSV) or delete your account + data at any time. 2FA is available.
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