AlphaSheet is for investors who basically live in spreadsheets — but want the spreadsheet to stop acting like it’s 1998. It offers a Google Sheets portfolio tracker (real-time prices, P&L, charts) and an optional “weekly intelligence report” layer. For dividend capture, it’s strong for visibility and after-action review, not trade timing.
Quick answer: AlphaSheet is a spreadsheet-first portfolio tracking tool that runs in Google Sheets and can also generate weekly portfolio intelligence reports (including dividend-related insights). It’s best for tracking performance and staying organized — not for dividend capture timing, ex-date planning, or entry/exit alerts.
Best for Yield Raiders: keeping a clean holdings + P&L view in Sheets, plus weekly “what changed and why?” reporting so you can tighten your process.
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Quick Summary
| Category | Detail |
|---|---|
| Best For | Spreadsheet-based portfolio tracking, P&L clarity, weekly portfolio review |
| Not For | Dividend capture timing, ex-date planning, broker trade execution |
| Dividend Capture Fit | ⭐⭐⭐⭐☆ (4.0/5) |
What Is AlphaSheet?
AlphaSheet is a portfolio analytics tool that’s built around two pieces:
- AlphaSheet Tracker: a Google Sheets portfolio tracker template that updates prices and helps calculate P&L with charts and dashboard-style views.
- AlphaSheet Intelligence: an optional layer that generates weekly portfolio analysis reports (with deeper metrics and dividend-related insights).
If you like spreadsheets because they’re flexible, AlphaSheet leans into that. You keep your data in a Sheet, but you get more automation and reporting than a DIY tracker usually delivers.
What It’s Good At
- Real-time tracking in Sheets: great if Google Sheets is already your “home base.”
- P&L visibility: helps you see what’s working and what’s quietly bleeding.
- Historical performance context: charts and performance views make it easier to spot trend shifts.
- Weekly review discipline: the reporting layer pushes you toward consistent after-action reviews (the secret sauce most traders skip).
How Yield Raiders Use It
Dividend capture is a repeatable tactic. The people who win long-term are the ones who keep their process clean and their results measurable. AlphaSheet helps with the “measurable” part.
- Track your raid outcomes: see if your captures are actually improving total return or just generating churn.
- Spot position creep: spreadsheets make it easy to accidentally “collect” positions. A dashboard helps you notice the creep.
- Weekly portfolio check-in: a scheduled report can stop you from drifting into random, emotional trades.
“AlphaSheet won’t run the mission for you. It keeps the mission log honest.”
Watch-outs
- Not a dividend calendar: you’ll still want a dedicated dividend dates tool for ex-date planning.
- Not a broker: it doesn’t place trades; it’s tracking and analytics.
- Spreadsheet reality: if you hate Sheets, you won’t magically love them here.
- Name confusion: there are other “AlphaSheet” products out in the world — make sure you’re on the correct site URL when you sign up.
Pricing & Access Info
- Pricing: Check site for up-to-date pricing.
- Free Trial? Yes (for some offerings)
- Login Required? Yes
- Upsells or Ads? Expect plan tiers (tracker vs. intelligence/reporting features).
Verdict: If you already track in Google Sheets, AlphaSheet is a smart upgrade: faster updates, cleaner dashboards, and better weekly review discipline. Just don’t confuse it with a dividend timing tool.
Pros & Cons
Pros
- Spreadsheet-first tracking with a dashboard feel
- Real-time prices and automatic P&L visibility
- Weekly reporting layer encourages consistent review
- Good supporting tool for dividend capture after-action analysis
Cons
- Not designed for ex-date planning or capture timing
- No trade execution (tracking only)
- Requires comfort with Google Sheets workflows
- Some features depend on which offering you choose
Our Verdict
“AlphaSheet is a spreadsheet power-up. For Yield Raiders, it’s best for tracking outcomes, keeping a clean holdings picture, and enforcing weekly review — but you still need dedicated dividend timing tools for the actual capture play.”
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