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.

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Sample Dividend Portfolio (demo)

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DEMO PORTFOLIO - Projected Income
Monthly
$707
Weekly
$163
Daily
$23
Portfolio Value
$119,572
Total P&L
$63,274 (+93.7%)
Total Dividends
$33,810
12-mo FWD Income
$8,488
FWD Yield
7.6%
Yield-on-Cost
13.1%

Upcoming Dividends

Ticker Date Amount
YMAX Oct 23 $78.3

Portfolio Allocation

Cost Basis: $66,875
DRIP Value: $23,543
Total Dividends: $33,810
Unrealized G/L: +$52,697
Realized G/L: +$463
CAGR: —

Portfolio value

Dividend History (All)

Projected Income: $8,238.19


Your Stocks/ETFs:

Projected Portfolio Dividend Payments (Next 12 Months)

MonthTickerSharesDiv/ShareEst. DivCumulative
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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Add the stocks you own and this dashboard becomes yours — every payout dated, DRIP shares counted, income totaled by broker.

Every payout dated — the next 12 months, stock by stock
DRIP shares counted — each reinvested payout added to your totals
Income by broker — each brokerage account on its own tab
Yield on cost — on every lot you bought
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