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Dividend portfolio tracker & income forecast

Track holdings, estimated dividend income, and multiple portfolios in Yieldly. Import supported broker CSV files or add holdings yourself.

Bring your income into one view

Yieldly brings together portfolio value, blended yield, and projected annual dividends. Separate portfolios can represent different accounts or strategies. A watchlist lets you follow securities before adding holdings.

Yieldly portfolio showing holdings and estimated dividend income

Start with your holdings

  1. Create a portfolio in the app.
  2. Add your positions or use the broker CSV import workflow. Supported import formats include Fidelity, Schwab, and Merrill.
  3. Check imported symbols and share counts against your statement before relying on totals.
  4. Review income forecasts and upcoming events in Calendar.

Understand the estimate

Projected income depends on dividend and holding assumptions. Prices move, dividends can be changed, and estimated annual income does not mean equal monthly payments. Use the income calculator to understand the arithmetic and the DRIP calculator to compare reinvesting with taking cash.

Research and plan

Read how to build a dividend portfolio and our data methodology. Features and portfolio limits vary by plan; see free and Pro pricing.

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