Dividend Portfolio Calculator
Track unlimited holdings, estimate portfolio income and yield, import and export CSV, save in your browser.
Add a holding
CSV columns: ticker, currency, share_price, units, avg_cost, distribution_per_share, frequency
How this calculator works
Holding value = units × share priceHolding annual income = units × distribution per share × payments per yearPortfolio yield = total annual income ÷ total value · Yield on cost = total annual income ÷ total cost basis
- Holdings are saved in this browser's local storage only — they stay on your device and are never uploaded
- Up to 100 holdings are supported for smooth performance
- Currency per holding is a label for your reference; income is shown in the display currency chosen in the header
- All prices and distributions are user-provided — no live market data
Related Tools
Continue where you left off — key inputs carry over to the next calculator.
Dividend Cut Impact CalculatorEstimate how a dividend or distribution cut could affect your income, the extra capital needed to replace it, and the monthly shortfall against your target.Monthly Income Goal CalculatorFind out how much you need to invest to earn $100 to $2,000+ per month in dividends.Dividend Yield CalculatorCalculate current yield, yield on cost and income per $1,000 invested from any distribution.
