Free Dividend Portfolio Tracker

This is the demo portfolio — sign up free and SGOV 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
$119,574
Total P&L
$63,354 (+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: $23,564
Total Dividends: $33,888
Unrealized G/L: +$52,699
Realized G/L: +$463
CAGR: —

Portfolio value

Dividend History (All)

Projected Income: $8,180.88


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 $12 $167
2026-11 BP 245.4 $0.520 $128 $294
2026-11 JEPI 455.1 $0.341 $155 $450
2026-11 YMAX 1,397.8 $0.244 $341 $791
2026-12 XOM 107.8 $1.030 $111 $902
2026-12 MO 122.0 $1.110 $135 $1,037
2026-12 SCHD 991.9 $0.267 $265 $1,302
2026-12 JEPI 455.1 $0.341 $155 $1,457
2026-12 YMAX 1,397.8 $0.244 $341 $1,798
2027-01 JEPI 455.1 $0.341 $155 $1,953
2027-01 YMAX 1,397.8 $0.244 $341 $2,294
2027-02 BP 245.4 $0.520 $128 $2,422
2027-02 JEPI 455.1 $0.341 $155 $2,577
2027-02 YMAX 1,397.8 $0.244 $341 $2,918
2027-03 XOM 107.8 $1.030 $111 $3,029
2027-03 MO 122.0 $1.110 $135 $3,165
2027-03 SCHD 991.9 $0.267 $265 $3,430
2027-03 JEPI 455.1 $0.341 $155 $3,585
2027-03 YMAX 1,397.8 $0.244 $341 $3,926
2027-04 JEPI 455.1 $0.341 $155 $4,081
2027-04 YMAX 1,397.8 $0.244 $341 $4,422
2027-05 BP 245.4 $0.520 $128 $4,550
2027-05 JEPI 455.1 $0.341 $155 $4,705
2027-05 YMAX 1,397.8 $0.244 $341 $5,046
2027-06 XOM 107.8 $1.030 $111 $5,157
2027-06 MO 122.0 $1.110 $135 $5,292
2027-06 SCHD 991.9 $0.267 $265 $5,557
2027-06 JEPI 455.1 $0.341 $155 $5,712
2027-06 YMAX 1,397.8 $0.244 $341 $6,053
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 $6,677
2027-08 JEPI 455.1 $0.341 $155 $6,832
2027-08 YMAX 1,397.8 $0.244 $341 $7,173
2027-09 XOM 107.8 $1.030 $111 $7,284
2027-09 MO 122.0 $1.110 $135 $7,420
2027-09 SCHD 991.9 $0.267 $265 $7,685
2027-09 JEPI 455.1 $0.341 $155 $7,840
2027-09 YMAX 1,397.8 $0.244 $341 $8,181
TOTAL $8,181 –
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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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