This week
Next week by payday
Declaration sources
Total Return
Total Return = Profit/Loss + Dividends Earned (posted payments only, since inception). Total Invested is the cost basis of current holdings.
Holdings
| Ticker | Shares | Price | Change | Average Cost | Profit/Loss | Dividend Yield | Yield on Cost | Annual Income |
|---|
Confirmed Dividend Calendar
Confirmed dividends
| Ticker | Amount | Total | Status | Payment Date |
|---|
Expected Dividends — Next 12 Months
How this is estimated: for each ticker, the average of its last 4 weekly declarations × your current shares × the number of payouts in that month. Months with confirmed declarations use the confirmed amounts instead of the average.
Stock Payout Calendar
Future Value
Projection — an estimate for motivation, not a guarantee.
Customize
Your current portfolio value. Contributions and growth compound from here, year by year.
New money you add each year. It buys more shares, which raises future dividend income.
How fast each fund's per-share payout is assumed to grow per year, based on your setting.
Assumed yearly price appreciation. It lifts portfolio value but does not by itself change payouts.
Market Overlap
No underlying holdings loaded yet.
Income Targets
The monthly target is divided across the month's business days for the daily ledger.
Dividend Alerts
SnapTrade — Broker Connection
Create a free SnapTrade Personal account, copy your credentials from its dashboard, paste them here, then connect your portfolio. Credentials are stored encrypted on this computer and never leave it except to SnapTrade.
Import CSV
Import transactions from a broker CSV export. Expected columns: date, ticker, type (buy / sell / dividend), quantity, price, amount. Headers are detected automatically — check the mapping before importing.
Updates
App version: —
Automatic Holdings Sync
Automatic sync keeps share counts and posted payments current. Declarations are still refreshed manually from the Dashboard, so you control when new announcements land.
Plan & Billing
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