A dividend income calendar shows when your investments are expected to pay you, and how much, month by month.
PortfolioPilot reads the holdings in all your accounts, projects each expected payment from its dates, and adds rental income and bond maturities. You see total income, portfolio yield and the next payment. Included in the Free plan.
An illustrative portfolio. Switch months to see the expected payments.
Illustrative calendar of expected dividends, distributions and a bond maturity, month by month, for a hypothetical portfolio.
The portfolio is hypothetical, and all figures are for demonstrative purposes only. Nothing shown is a recommendation to buy or sell any security.
Three steps from your accounts to the answer.
Connect brokerages, 401(k)s and IRAs, upload a statement, or enter holdings by hand.
In Track, choose Dividend & income.
Switch Upcoming payments to Calendar, and see income by source or by holding.
Four numbers at the top, then the detail.
Expected yearly income, and how much comes from investments.
Expected income as a share of the portfolio's value.
A bar for each month, and the next payment date.
Individual bonds show their maturity date. I bonds are recognized from the holding description.
Add your accounts and see expected payments by month. The income calendar is included in the Free plan.
Get startedShort answers here, with a link to the full help center article where one exists.
Yes. Dividend & income shows upcoming payments as a list or a calendar. Read more in the Help Center →
Open Dividend & income for expected yearly income and yield. Read more in the Help Center →
Connect the account, upload a statement or enter them by hand. Read more in the Help Center →
Yes, the dividend features tutorial goes through it. Read more in the Help Center →
Yes. Dividend & income is included in the Free plan.
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