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Dividend Portfolio Tracker
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Backend connected — cached portfolio data is shown below. Refresh when you want the latest quote snapshot.
Portfolio Value
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Annual Income
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Yield on Cost
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Avg Div Yield
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weighted avg
Next Payout
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Goal Progress
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12-Month Income Forecast
Estimated from current holdings
Currency
FX not loaded
Income Goal
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Income Concentration
Top contributors
Add Holding
Canadian tickers use .TO: ENB.TO TD.TO RY.TO BCE.TO BNS.TO XDV.TO VDY.TO  ·  US tickers: T O VZ SCHD JNJ
Data & Backup
Export a backup before changing devices or clearing browser data.
Holdings
Ticker↕ Shares↕ Price↕ Market Value↕ Weight↕ Div / Share↕ Yield↕ YOC↕ Freq↕ Next Pay↕ Annual Income↕ Income %↕
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Next 90 days
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Next 12 months

Edit Holding —

Update position, cost basis, and dividend details for this holding.
You can update it anytime from the row actions.

Local Storage Notice

DivTracker stores your portfolio data in this browser only. It is not saved as portfolio data on a server account.

Holdings, income goal, preferences, backups, and cached values stay in your local browser storage.
If you clear browser data or switch devices, export a backup first.
Live quotes and FX requests still call the API, but your saved portfolio is managed locally on this device.

Create Your First Profile

Profiles let you keep portfolios like Personal, Business, John, or Jane separate on this device. Your existing portfolio will be copied into the profile below, and the old local data will be left untouched as a safety fallback.

Name Your First Profile

Give this local portfolio a name before you start adding holdings. You can rename it later from the profile menu.

Switch Profile

Choose which local portfolio to view and edit. Each profile has its own holdings, cache, goal, preferences, FX data, and refresh cooldowns.