Dividend tracker

Track every dividend. See your next 12 months of income.

Know when payments land, how much you keep, and which holdings drive your income.

Start your free trial

14-day Advanced trial. No card required.

Open the live demo

A dividend report showing gross, withholding and net income, the top payers, monthly income history and the twelve month forecast — View full size View full size

See the income coming next

See what you will be paid, month by month, for the next year. Buy or sell and the forecast updates on its own.

The twelve month dividend income forecast, month by month, with the running total beside it — A month-by-month income forecast from the demo portfolio.View full size View full size

Know when each payment is due

Every upcoming payment sits on its pay date, so you know what is coming and when. Only shares you owned on the ex-dividend date count.

See the demo dividend calendar

A dividend calendar with September payments placed on their pay dates, each marked as an estimate — Upcoming payments on the demo calendar.View full size View full size

See what you earned from each payer

Gross, withheld and net in one report. See who pays you the most, how your income has grown month by month, and your yield on cost. No more piecing statements together.

Explore the dividend report

Take clear numbers into tax time

The numbers are ready before you need them. Withholding stays with every payment, your tax report shows dividends next to capital gains, and the dividend report exports to PDF, Excel or CSV.

See the tax report

A tax report showing dividends, capital gains and estimated tax together, with the jurisdiction and cost basis selectors — Dividend income and capital gains in the same tax report.View full size View full size

Bring your history with you

Connect your broker read-only or import your trades. Your dividends show up on their own, and you can add any that are missing.

Dividend tracking, answered

Do dividends appear automatically?

Yes. They show up on their own from the holdings you track, and you can add or fix any payment.

Can I see upcoming income?

Yes. The calendar shows pay dates, and the report forecasts income month by month for the next 12 months.

Does it show withholding tax?

Yes. Every payment shows gross, withheld and net income.

Can I export the dividend report?

Yes. Download it as PDF, Excel or CSV.

What can I track for free?

The free plan includes one portfolio and up to 10 stocks. Bonds, options and custom assets do not count toward that limit. Broker sync comes with the paid plans.

See your dividend income in one place

Add your holdings and see every payment, past and coming.

Start your free trial

14-day Advanced trial. No card required.