Growth & Yield
Portfolio · Dividend · High-yield tracker
The ultimate tracker for dividend and high-yield investors. See your monthly income, every paycheck before it lands, what each fund really returned against its underlying stock, and how your whole portfolio stacks up against the S&P 500 and the Nasdaq-100.
Illustrative example of the Performance tab. These lines aren't real returns and don't predict your results. Once you import or link your account, the Performance tab draws this chart from your own deposits, withdrawals and holdings. Past performance doesn't guarantee future results. This is information, not investment advice.
Dividends, distributions and option income in one place: what you've received, what's coming, and how safe it looks.
A high yield means little if the fund's price falls faster. See the total return behind every payout.
How it works
Setup takes a few minutes, not a weekend of spreadsheets.
7 days free
Create an account and try everything free for 7 days. Cancel anytime from your account page.
Link, import or type
Link your brokerage through Plaid, or import a statement: Robinhood, Fidelity, Schwab, Vanguard and E*TRADE files are read automatically, and other brokers' open a quick column-matching step. Or add trades by hand.
Returns, income, benchmarks
Total return for every fund against its underlying stock, income by month, and your account against the S&P 500 and the Nasdaq-100.
The tracker
Every number you need to judge a high-yield fund, in one place.
See whether a high-yield fund beat simply owning the stock it's built on, with the same dollars on the same dates.
Distributions by month and by fund so you can watch your monthly income grow.
Your deposits, withdrawals and returns side by side with the S&P 500 and the Nasdaq-100.
Link your brokerage through Plaid and new activity arrives on its own. Robinhood, Fidelity, Schwab, Vanguard and E*TRADE files load automatically, other brokers map in a minute, and manual entry covers the rest.
Add your Bitcoin and your positions' total value to see your full portfolio and your margin leverage.
Expected ex-dates and amounts for the next twelve months, weekly and monthly payers included, with alerts when one is a week away.
Set a monthly income goal and see when you'll reach it, including what an extra $100 a month changes.
Federal and state tax on your income, with qualified, ordinary and return of capital, plus the extra tax substitute payments cost you.
Your data is saved to your account and nobody else's. Price lookups send ticker symbols only. If you link a brokerage, you sign in through Plaid; your broker password never reaches us.
Why this tracker
Many dividend trackers show yields and payout dates. This one shows what your income funds actually earned.
Upload a file or type in each holding
Link your brokerage through Plaid and new trades and distributions arrive on their own. Statements from Robinhood, Fidelity, Schwab, Vanguard and E*TRADE import in one step.
Show the yield
Measure every fund against its underlying stock, with the same dollars on the same dates, so you see what the yield really earned.
Current value and yield
Total return for every fund, counting distributions and sales, annualized by your actual buy and sell dates.
A chart of your portfolio's value
Your account against the S&P 500 and the Nasdaq-100, as if the same deposits had gone into each on the same days.
Projected payouts you mark as paid by hand
Every distribution from your statements, by month and by fund, with substitute payments shown apart. Upcoming paychecks are projected too, weekly payers included.
Federal tax for single filers
Single or joint, plus state tax, return of capital, and substitute payments taxed as ordinary income.
One ticker at a time
Backtest a fund side by side with its underlying, both starting on the same day.
Stocks and funds only
Margin leverage, option premiums and Bitcoin bought with the account's cash, all counted.
Not tracked
Shown apart from distributions, with the extra tax they cost you when your shares are lent out.
Pricing
Try every feature free for 7 days. Cancel anytime.
The full portfolio, dividend and high-yield toolkit.
7-day free trial
Price in US dollars. Sales tax is added where required.
Get started
Try everything free for 7 days. Link your brokerage or import a statement and see your income and returns in minutes.