Free Dividend Portfolio Tracker

This is the demo portfolio — sign up free and SCHD 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
$63,353 (+93.9%)
Total Dividends
$33,888
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: $33,888
Unrealized G/L: +$52,697
Realized G/L: +$463
CAGR: —

Portfolio value

Dividend History (All)

Projected Income: $8,159.92


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 $0.008 $11 $166
2026-11 BP 245.4 $0.520 $128 $294
2026-11 JEPI 455.1 $0.341 $155 $449
2026-11 YMAX 1,397.8 $0.243 $339 $788
2026-12 XOM 107.8 $1.030 $111 $899
2026-12 MO 122.0 $1.110 $135 $1,034
2026-12 SCHD 991.9 $0.267 $265 $1,299
2026-12 JEPI 455.1 $0.341 $155 $1,454
2026-12 YMAX 1,397.8 $0.243 $339 $1,794
2027-01 JEPI 455.1 $0.341 $155 $1,949
2027-01 YMAX 1,397.8 $0.243 $339 $2,288
2027-02 BP 245.4 $0.520 $128 $2,416
2027-02 JEPI 455.1 $0.341 $155 $2,571
2027-02 YMAX 1,397.8 $0.243 $339 $2,910
2027-03 XOM 107.8 $1.030 $111 $3,021
2027-03 MO 122.0 $1.110 $135 $3,156
2027-03 SCHD 991.9 $0.267 $265 $3,421
2027-03 JEPI 455.1 $0.341 $155 $3,577
2027-03 YMAX 1,397.8 $0.243 $339 $3,916
2027-04 JEPI 455.1 $0.341 $155 $4,071
2027-04 YMAX 1,397.8 $0.243 $339 $4,410
2027-05 BP 245.4 $0.520 $128 $4,538
2027-05 JEPI 455.1 $0.341 $155 $4,693
2027-05 YMAX 1,397.8 $0.243 $339 $5,032
2027-06 XOM 107.8 $1.030 $111 $5,143
2027-06 MO 122.0 $1.110 $135 $5,279
2027-06 SCHD 991.9 $0.267 $265 $5,543
2027-06 JEPI 455.1 $0.341 $155 $5,699
2027-06 YMAX 1,397.8 $0.243 $339 $6,038
2027-07 JEPI 455.1 $0.341 $155 $6,193
2027-07 YMAX 1,397.8 $0.243 $339 $6,532
2027-08 BP 245.4 $0.520 $128 $6,660
2027-08 JEPI 455.1 $0.341 $155 $6,815
2027-08 YMAX 1,397.8 $0.243 $339 $7,154
2027-09 XOM 107.8 $1.030 $111 $7,265
2027-09 MO 122.0 $1.110 $135 $7,401
2027-09 SCHD 991.9 $0.267 $265 $7,666
2027-09 JEPI 455.1 $0.341 $155 $7,821
2027-09 YMAX 1,397.8 $0.243 $339 $8,160
TOTAL $8,160 –
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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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