A free portfolio tracker built for dividend investors
Your broker's app only shows what you hold with that broker, and a spreadsheet needs you to update prices by hand. This tracker brings all your holdings together, whoever your broker is, and updates everything automatically: closing prices, dividends paid and exchange rates.
- Value and unrealized gain of each holding and of the whole portfolio, with your average cost per share including commissions.
- Dividends received since each purchase, holding by holding.
- Total return: price gain plus dividends, the number that really matters for a stock investor.
- Upcoming dividends over the next twelve months, month by month.
- A chart of your portfolio value against the amount invested, over one month, one year, five years or since your first purchase.
- Your currency: show everything in US dollars, pounds sterling or euros.
How to add your holdings
For each purchase, search for the stock or ETF by name or ticker, then enter the date, the number of shares and the price you paid. The price is pre-filled with the closing price on that day: replace it with your actual execution price from your trade confirmation, and add the commission if you want an exact average cost.
Several purchases of the same stock are grouped into one holding, and the average cost is the weighted average of your purchase prices, fees included. Click a holding's name to see its purchases, edit them or delete them. Choose the account for each purchase (taxable account, IRA or 401(k), ISA, SIPP) to keep track of where you hold what.
How total return and dividends are calculated
The unrealized gain is the difference between the current value (shares × last closing price) and the amount invested (shares × purchase price + fees). Holdings priced in another currency are converted: the amount invested at the exchange rate of the purchase date, the current value at today's rate. Your result therefore includes currency gains and losses, as it does in real life.
Dividends received include every ex-dividend date after your purchase date. Total return combines the price gain and the gross dividends, relative to the amount invested:
Total return = (current value + dividends received − amount invested) ÷ amount invested
Example: 40 shares bought at $50 ($2,000) that are now worth $55 ($2,200) and have paid $3 of dividends per share ($120). The unrealized gain is $200 (+10%), and the total return is (2,200 + 120 − 2,000) ÷ 2,000 = 16%.
Estimated annual dividends use the payments of the last twelve months multiplied by your current number of shares. Divided by the amount invested, they give your yield on cost, the favourite measure of investors who live off their dividends.
Your dividend calendar for the next twelve months
The upcoming dividends chart repeats the payments of the last twelve months on the same dates next year. Most US companies pay every quarter, many UK companies pay an interim and a final dividend, and some ETFs pay monthly: you can see at a glance which months bring in the most income and which are empty. Payments are shown gross, before any tax or foreign withholding.
To estimate the tax on those dividends, use the US capital gains and dividend tax calculator (0%, 15% or 20% for qualified dividends) or the UK dividend tax calculator (£500 allowance, 10.75% and 35.75% rates). To see how reinvesting dividends compounds over time, try the compound interest calculator.
Your data stays yours
Without an account, your portfolio is stored only in your browser: nothing is sent to our servers. To open it on another device, you can create an account with your email address; we send you a sign-in link that is valid for 30 minutes. Your portfolio is then stored on our server in Germany, only to sync your devices. It is never sold or shared, and the "Delete my account" button erases everything. You can also download a backup or export your holdings to a spreadsheet at any time. Details in our privacy policy.
Limits to keep in mind
Prices are the previous closing prices (Yahoo Finance, delayed): this is not a real-time trading tool. Dividends are the gross amounts per share; special dividends are included, which can temporarily inflate the estimated yield. Sales are not tracked: if you sell a holding, delete or edit the matching purchase.
Frequently asked questions
Do I need an account to use the portfolio tracker?
No. Your portfolio is saved in your browser as soon as you add your first purchase. An account is only needed to see it on your other devices: enter your email, click the sign-in link we send you, and the same portfolio appears everywhere. There is no password to remember.
How are dividends received calculated?
For each purchase, the tracker adds up every dividend with an ex-dividend date after the purchase date: you must own the shares before the ex-date to be paid. The gross dividend per share is multiplied by your number of shares and, for foreign holdings, converted at the exchange rate of the ex-date.
Are the dividends shown before or after tax?
Before tax. Tax depends on your account and your income: dividends in an IRA, 401(k), ISA or SIPP are sheltered, while in a taxable account they are taxed at your dividend rate. Use our US capital gains and dividend tax calculator or our UK dividend tax calculator to estimate the tax on the amounts shown.
Which stocks and ETFs can I add?
Every stock in the S&P 500, the FTSE 100, the Euro Stoxx 50, the CAC 40 and the SBF 120, plus the ETFs most held by individual investors, such as VOO, VTI, QQQ, SCHD, VWRL and VUSA. If yours is missing, let us know and we will add it.
What happens when a stock splits?
Prices and dividends are adjusted for splits. If a stock you own has split, enter the split-adjusted number of shares and price, as your broker shows them today, and your return and dividends will be correct.
Do you sell my data?
No. Without an account, nothing leaves your device. With an account, your email and portfolio are stored on our server in Germany only to sync your devices, are never sold or shared, and you can delete everything in one click.
Educational tool: not financial, tax or investment advice. Results are estimates based on the assumptions you enter and on official rates at the date shown. Investments can fall as well as rise. For decisions about your own situation, speak to a qualified adviser or tax professional. Read the full disclaimer.