⚙️ Add / Import Holdings
Track forward dividend income, yield on cost, and a 12-month payout calendar. Use Mock Mode for demo data or connect an n8n webhook for live prices/dividends.
📊 Portfolio Summary
Forward Annual Income (Gross)
$0.00
Forward Annual Income (After-Tax)
$0.00
Portfolio Yield on Cost
0.00%
Forward Yield (at Price)
0.00%
📋 Holdings
Tip: Double-click any cell to edit inline. Changes auto-save to memory (local browser).
| Ticker | Shares | Cost/Share | Price | Annual Div/Share | Freq | Next Ex-Div | Pay Lag | Tax % | Yield on Cost | Fwd Yield | Annual Income | Next Pay (est.) |
|---|
📆 Upcoming Dividends
Run “Build 12-mo Forecast” to populate monthly payouts and upcoming list.