The only free dividend tracker that warns you before a cut
Overview
Loading data...
Goal Progress
Portfolio Allocation
Upcoming Dividends (est.)
Annual Income by Holding
Ticker Sector Shares Price Avg Cost Value P&L Ann. Income YoC Fwd Yield Payout Safety ⓘ Beta 5Y Avg Yld D/E 5Y CAGR Streak Actions
Sector Allocation by Value
Income Concentration by Sector
Concentration Risk
TickerMarket Value% Portfolio Ann. Income% IncomeRisk
Portfolio Safety Dashboard Heuristic estimate from payout/FCF/debt/coverage/streak. NOT Seeking Alpha's sector-relative grade — use for relative comparison within your portfolio only.
Portfolio Beta
—
vs S&P 500 = 1.00
Avg Yield on Cost
—
Income-weighted avg
Safety Grade Mix
Income by Safety Grade
Monthly Income — Realized & Forecast
Upcoming Payouts (next 90 days, estimated)
TickerEst. Amount/ShareTotal (owned)MonthStatus
Progress to Goal
Milestones
What-If Simulator
$200
7.0%
5.0%
15
Gain / Loss by Holding
Performance Detail
Ticker Shares Avg Cost Price Value G/L $ G/L % Ann. Income YoC
Dividend Predictor — Any Ticker
Popular: AAPL O KO JNJ PG MSFT T SCHD
Stock Deep-Dive — Financial Statements & Forward Estimates
Try: MA ABT KO AVGO MSFT NEE
◆ Trap Classifier
◆

Trap Classifier

Analyze any dividend-paying stock to detect early warning signs of a cut before it happens.

Try:

Dividend Portfolio Calculator

Dividend Freedom Projection
Configuration Variables
USD / month added to portfolio
withheld on gross dividends
Inflation Adjustment
net/mo shown in today's purchasing power
Model Fixed Assumptions
TAX RATE25%
HORIZON2026 → 2045
YEARS19 yrs
DRIPYes (until target year)
INFLATION ADJ.Not applied
Output Projection Results
Required Monthly
—
to hit target by 2045
Portfolio in 2045
—
projected value
Annual Div (Gross)
—
before 25% tax
Monthly Net (Nominal)
—
after 25% tax
Current 0%
Now: $0/mo net Goal: $2,000/mo net
Year Portfolio $ Div Yield % Annual Div Net/Mo
Link copied to clipboard
Composition Portfolio Breakdown
Contributions —
DRIP Returns —
Price Growth —
Total Portfolio —
Saved

PORTFOLIO REBALANCER

Portfolio Rebalancer — Buy-Only · Multi-Currency
Allocation Target Sleeves
Deployment Cash & Settings
New money you're adding now. Always in base currency.
Cash already in your account. Counts toward the Cash sleeve target. In base currency.
Base Currency
All values display in this currency. Deposits are always in base. Per-ticker Currency field sets native denomination.
Transaction Fees
Flat amount (base currency) charged per trade.
% of trade size. Both filled → fee = fixed + pct × trade$.
Optimization Mode
Version B cuts smallest trades until Σ fees ≤ budget. Requires fees > 0 — automatically falls back to A when fees are cleared.
Whole-Unit Tolerance
Max % of portfolio value a whole-unit ticker may overshoot its Phase 1 target when rounding up (only when remainder ≥ 0.5 unit). Set 0 to always round down.
Optional Live Prices
Pick your provider, paste its key, then "Refresh Prices". The key stays in your browser.
Currency · base: USD FX Rates
Rates from frankfurter.app (free, no key). Editable — override manually if offline or to fix a rate. Only currencies currently in use are shown. Switching base clears rates and auto-fetches.
Holdings
Portfolio Holdings
📊
No holdings yet
Add your first holding to get started,
or load the sample portfolio to explore.
Ticker Sleeve Shares Price (native) Curr Value (USD) Max % Frac
Curr = native currency of the ticker (e.g. GBP for London-listed stocks). Price is always in native currency. Value column converts to base using FX rates above. Frac = allow fractional new buys.
Rebalance Plan
Output Rebalance Plan
Portfolio Value
—
After Deploy
—
Cash Allocated
—
Cash Left
—
SleeveCurrent %After %Target %Gap$ To Buy
Per Position Ticker Breakdown
TickerSleeveCurrCurrent %Max %Units$ To Buy