Free Dividend Portfolio Tracker
This is the demo portfolio — sign up free and QQQ will be your first holding.
Track every stock and ETF you own in one place: each dividend payout with its date and amount, DRIP shares counted for you, yield on cost, and projected payments for the next 12 months. The sample portfolio below runs on the same dashboard you get. Free for up to 5 stocks.
Start tracking my portfolio →Sample Dividend Portfolio (demo)
+ Add HoldingHoldings
SCHD
$35.40
SCHD has a Trend Signal — Oct 20 '26 (3 days ago) $35,114
29.4%
+78.5%
991.93
SoFi
JEPI
$57.29
JEPI has a Trend Signal — Oct 14 '26 (9 days ago) $26,072
21.8%
+93.0%
455.09
Schwab
XOM
$178.23
XOM has a Trend Signal — Oct 1 '26 (22 days ago) $19,217
16.1%
+235.9%
107.82
SoFi
BP
$50.05
BP has a Trend Signal — Oct 13 '26 (10 days ago) $12,282
10.3%
+158.5%
245.38
E*TRADE
YMAX
$7.15
YMAX has a Trend Signal — Oct 21 '26 (2 days ago) $9,994
8.4%
+3.6%
1,397.81
Robinhood
MO
$76.07
MO has a Trend Signal — Oct 9 '26 (14 days ago) $9,281
7.8%
+138.0%
122.01
Robinhood
SOFI
$14.78
SOFI has a Trend Signal — Sep 1 '26 (52 days ago) $7,612
6.4%
+208.8%
515.00
Mixed
Portfolio Allocation
Portfolio value
Dividend History (All)
Projected Income: $8,238.19
Your Stocks/ETFs:
SCHD ($35.40)
SCHD has a Trend Signal — Oct 20 '26 (3 days ago)
Value: $35,114
Shares: 991.9
DRIP Shares: 91.9
Return: $16,217 (79%)
Dividends: $4,009
FWD Income (1 yr): $1,059
JEPI ($57.29)
JEPI has a Trend Signal — Oct 14 '26 (9 days ago)
Value: $26,072
Shares: 455.1
DRIP Shares: 155.1
Return: $14,006 (93%)
Dividends: $11,761
FWD Income (1 yr): $1,862
XOM ($178.23)
XOM has a Trend Signal — Oct 1 '26 (22 days ago)
Value: $19,217
Shares: 107.8
DRIP Shares: 17.8
Return: $14,388 (236%)
Dividends: $2,037
FWD Income (1 yr): $444
BP ($50.05)
BP has a Trend Signal — Oct 13 '26 (10 days ago)
Value: $12,282
Shares: 245.4
DRIP Shares: 45.4
Return: $7,609 (159%)
Dividends: $1,710
FWD Income (1 yr): $510
YMAX ($7.15)
YMAX has a Trend Signal — Oct 21 '26 (2 days ago)
Value: $9,994
Shares: 1,397.8
DRIP Shares: 598.8
Return: $526 (4%)
Dividends: $13,032
FWD Income (1 yr): $4,070
MO ($76.07)
MO has a Trend Signal — Oct 9 '26 (14 days ago)
Value: $9,281
Shares: 122.0
DRIP Shares: 22.0
Return: $5,381 (138%)
Dividends: $1,260
FWD Income (1 yr): $542
SOFI ($14.78)
SOFI has a Trend Signal — Sep 1 '26 (52 days ago)
Value: $7,612
Shares: 515.0
DRIP Shares: 0.0
Return: $5,147 (209%)
Dividends: $0
FWD Income (1 yr): $0
Projected Portfolio Dividend Payments (Next 12 Months)
| Month | Ticker | Shares | Div/Share | Est. Div | Cumulative |
|---|---|---|---|---|---|
| 2026-10 | JEPI | 455.1 | $0.341 | $155 | $155 |
| 2026-10 | YMAX | 1,397.8 | $0.064 | $89 | $244 |
| 2026-11 | BP | 245.4 | $0.520 | $128 | $372 |
| 2026-11 | JEPI | 455.1 | $0.341 | $155 | $527 |
| 2026-11 | YMAX | 1,397.8 | $0.243 | $339 | $866 |
| 2026-12 | XOM | 107.8 | $1.030 | $111 | $977 |
| 2026-12 | MO | 122.0 | $1.110 | $135 | $1,113 |
| 2026-12 | SCHD | 991.9 | $0.267 | $265 | $1,378 |
| 2026-12 | JEPI | 455.1 | $0.341 | $155 | $1,533 |
| 2026-12 | YMAX | 1,397.8 | $0.243 | $339 | $1,872 |
| 2027-01 | JEPI | 455.1 | $0.341 | $155 | $2,027 |
| 2027-01 | YMAX | 1,397.8 | $0.243 | $339 | $2,366 |
| 2027-02 | BP | 245.4 | $0.520 | $128 | $2,494 |
| 2027-02 | JEPI | 455.1 | $0.341 | $155 | $2,649 |
| 2027-02 | YMAX | 1,397.8 | $0.243 | $339 | $2,988 |
| 2027-03 | XOM | 107.8 | $1.030 | $111 | $3,099 |
| 2027-03 | MO | 122.0 | $1.110 | $135 | $3,235 |
| 2027-03 | SCHD | 991.9 | $0.267 | $265 | $3,500 |
| 2027-03 | JEPI | 455.1 | $0.341 | $155 | $3,655 |
| 2027-03 | YMAX | 1,397.8 | $0.243 | $339 | $3,994 |
| 2027-04 | JEPI | 455.1 | $0.341 | $155 | $4,149 |
| 2027-04 | YMAX | 1,397.8 | $0.243 | $339 | $4,488 |
| 2027-05 | BP | 245.4 | $0.520 | $128 | $4,616 |
| 2027-05 | JEPI | 455.1 | $0.341 | $155 | $4,771 |
| 2027-05 | YMAX | 1,397.8 | $0.243 | $339 | $5,110 |
| 2027-06 | XOM | 107.8 | $1.030 | $111 | $5,221 |
| 2027-06 | MO | 122.0 | $1.110 | $135 | $5,357 |
| 2027-06 | SCHD | 991.9 | $0.267 | $265 | $5,622 |
| 2027-06 | JEPI | 455.1 | $0.341 | $155 | $5,777 |
| 2027-06 | YMAX | 1,397.8 | $0.243 | $339 | $6,116 |
| 2027-07 | JEPI | 455.1 | $0.341 | $155 | $6,271 |
| 2027-07 | YMAX | 1,397.8 | $0.243 | $339 | $6,610 |
| 2027-08 | BP | 245.4 | $0.520 | $128 | $6,738 |
| 2027-08 | JEPI | 455.1 | $0.341 | $155 | $6,893 |
| 2027-08 | YMAX | 1,397.8 | $0.243 | $339 | $7,232 |
| 2027-09 | XOM | 107.8 | $1.030 | $111 | $7,344 |
| 2027-09 | MO | 122.0 | $1.110 | $135 | $7,479 |
| 2027-09 | SCHD | 991.9 | $0.267 | $265 | $7,744 |
| 2027-09 | JEPI | 455.1 | $0.341 | $155 | $7,899 |
| 2027-09 | YMAX | 1,397.8 | $0.243 | $339 | $8,238 |
| TOTAL | $8,238 | – | |||
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