This bundle includes both the Sector Allocation and Dividend Cash Flow worksheets.
With the Sector Allocation Worksheet, you add your holdings, the sector they represent, and how much the stock is worth. The Worksheet then gives you a visual representation of how well (or unwell) your portfolio is diversified.
With the Dividend Cash Flow Worksheet, you enter the companies you own, the annual dividend payment, and how many shares you own. The worksheet does the rest, illustrating (in both chart and table format) how much income your portfolio is generating and the timing.
Using these two tools in conjunction with each other will help you keep a complete picture of your investments.