Free Dividend Portfolio Tracker

This is the demo portfolio — sign up free and QQQI 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
$709
Weekly
$164
Daily
$23
Portfolio Value
$119,579
Total P&L
$63,359 (+93.9%)
Total Dividends
$33,888
12-mo FWD Income
$8,510
FWD Yield
7.6%
Yield-on-Cost
13.1%

Portfolio Allocation

Cost Basis: $66,875
DRIP Value: $23,543
Total Dividends: $33,888
Unrealized G/L: +$52,704
Realized G/L: +$463
CAGR: —

Portfolio value

Dividend History (All)

Projected Income: $8,181.72


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 $0.009 $13 $168
2026-11 BP 245.4 $0.520 $128 $295
2026-11 JEPI 455.1 $0.341 $155 $451
2026-11 YMAX 1,397.8 $0.244 $341 $792
2026-12 XOM 107.8 $1.030 $111 $903
2026-12 MO 122.0 $1.110 $135 $1,038
2026-12 SCHD 991.9 $0.267 $265 $1,303
2026-12 JEPI 455.1 $0.341 $155 $1,458
2026-12 YMAX 1,397.8 $0.244 $341 $1,799
2027-01 JEPI 455.1 $0.341 $155 $1,954
2027-01 YMAX 1,397.8 $0.244 $341 $2,295
2027-02 BP 245.4 $0.520 $128 $2,423
2027-02 JEPI 455.1 $0.341 $155 $2,578
2027-02 YMAX 1,397.8 $0.244 $341 $2,919
2027-03 XOM 107.8 $1.030 $111 $3,030
2027-03 MO 122.0 $1.110 $135 $3,166
2027-03 SCHD 991.9 $0.267 $265 $3,430
2027-03 JEPI 455.1 $0.341 $155 $3,586
2027-03 YMAX 1,397.8 $0.244 $341 $3,927
2027-04 JEPI 455.1 $0.341 $155 $4,082
2027-04 YMAX 1,397.8 $0.244 $341 $4,423
2027-05 BP 245.4 $0.520 $128 $4,550
2027-05 JEPI 455.1 $0.341 $155 $4,706
2027-05 YMAX 1,397.8 $0.244 $341 $5,047
2027-06 XOM 107.8 $1.030 $111 $5,158
2027-06 MO 122.0 $1.110 $135 $5,293
2027-06 SCHD 991.9 $0.267 $265 $5,558
2027-06 JEPI 455.1 $0.341 $155 $5,713
2027-06 YMAX 1,397.8 $0.244 $341 $6,054
2027-07 JEPI 455.1 $0.341 $155 $6,209
2027-07 YMAX 1,397.8 $0.244 $341 $6,550
2027-08 BP 245.4 $0.520 $128 $6,678
2027-08 JEPI 455.1 $0.341 $155 $6,833
2027-08 YMAX 1,397.8 $0.244 $341 $7,174
2027-09 XOM 107.8 $1.030 $111 $7,285
2027-09 MO 122.0 $1.110 $135 $7,421
2027-09 SCHD 991.9 $0.267 $265 $7,686
2027-09 JEPI 455.1 $0.341 $155 $7,841
2027-09 YMAX 1,397.8 $0.244 $341 $8,182
TOTAL $8,182 –
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This is a demo. Start tracking YOUR portfolio.

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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