M1 Spreadsheet

M1 Spreadsheet is a Google Sheets workbook for target weights, deposit planning, portfolio rebalancing, and dividend tracking.

The spreadsheet is built around a simple workflow:

• Add stocks to the watchlist.
• Set sectors and target weights.
• Enter the shares you own.
• Let the sheet calculate deposits, overweight positions, and rebalance amounts.
• Track dividend income month by month.

What you get

• The latest Google Sheets version.
• Spreadsheet files in .xlsx and .ods formats.
• A blank template.
• A Joseph Carlson Dividend Growth version with holdings already set up.
• Access to future spreadsheet updates.
• Guides for setup, migration, and advanced options.

Start here

If you just bought the spreadsheet, start with Getting Started. If you already have a copy and want to understand each tab, go to Spreadsheet Sections.