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Portfolio management for income investors

One click to see your complete investment picture.

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Monthly income

Overall yield

Total portfolio value

​​Unrealized gain

Today's change in dollars and percentage

Percent change over the past month

Zoom in on the details for each security

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Create filtered views

Sort or filter your data by:


asset type

asset value

price change

capital gain


and others...

Benefits of Dividend-Tracker

One click to see your complete investment picture

No need to log in to each brokerage website

Track your monthly portfolio income, yield and value.

Access your data on any computer or your phone,

No personal identifiers or passwords.

Identify securities in need of a decision to sell, hold, or buy more.


See your data summarized visually

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Free Reports

Summary of income investments

Why income investing?

Baby Bonds

Permanent portfolio

Methods to track income investments

Essential income investing links

For those who are afraid to risk money

A simple 3-fund portfolio

Income investing advice

Other offers from SPF


--Accumulation phase

--Preservation phase

Dividend-Tracker Links

Introduction to Dividend-Tracker

Video (see below)

Complete manual




All about Dividend-Tracker (DT)

Click here to see how it works>>

Click below to enlarge images

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Free reports

This site is not about specific investment recommendations (see disclaimer at bottom of page one), but just as [Vanguard Boggleheads]( have shown you can do well over time investing in just 3 funds, I developed this example of a sleep-well-at-night income portfolio. Click the links below to learn more about the Permanent Portfolio concept and to see my shot at it, and those of others as well.

What do you get with a membership?


Dividend-Tracker (DT)
Security prices and dividend payouts provided by IEX
Email support
Preservation Phase spreadsheet
Accumulation Phase spreadsheet
Baby Bond
Email Tips and Tricks for DT
Bank of Mom and Dad spreadsheet

Membership to Advocates for Independent Medicine

DT Home Page

DT Home Page

Your data sorted by account and investment type. Plus, the daily winners and losers, losers for the last 4 weeks, largest investments and smallest investments

DT summary line

DT summary line

Total portfolio value Overall yield Total monthly income Unrealized capital gain

Unrealized gains

Unrealized gains

Dividend-Tracker sorts all of your investments by unrealized capital gains, by dollars and percent, ascending or descending

Filtered views

Filtered views

Create and save filtered views. Here, the main page is filtered to one account



See your data summarized numerically and visually, as Value by account, Value by type of asset, Yield by account, Yield by type, Distribution of yield, Total portfolio value over time, CPQ over time, Monthly income over time

CPQ Calculation

CPQ Calculation

The Capital Preservation Quotient (CPQ) accounts for gains and losses of securities you've sold and added to current unrealized gains and losses.

CPQ Graph

CPQ Graph

The Capital Preservation Quotient tells you by what % your portfolio must grow in order to maintain its orginal value. If 0% or greater, you can withdraw all dividends and know that your principal is stable.

Add new security

Add new security

When you buy a new security, just add it to the first empty row, make up your own nickname or copy the name from your broker's page; record date of purchase, # shares, average cost per share, account, and type.

Why not track total return?

Why not track total return?

Dow Jones Industrial Average for the last 100 years

Permanent portfolio page

Permanent portfolio page

This site is not about specific investment recommendations (see disclaimer), but just as Vanguard Boggleheads have shown you can do well over time investing in just 3 funds, I developed this example of a sleep-well-at-night income portfolio. Scroll down to learn more about the Permanent Portfolio concept. Click the link to see the details of my shot at it.

Seeking Alpha

Stock market Insights and data; stock research written by finance experts

Blog Post:

CEF Connect

CEFConnect provides unbiased, straightforward, and comprehensive closed-end fund information.

Blog Post:

Not yet

Quantum Online is your best source on the Internet for completely unbiased information on preferred stocks and other exchange-traded income investments

Blog Post:

SPF Links

How to use Dividend-Tracker

The point of this website is to suggest ways to monitor your investments in order to plan for the future. The data presented is all approximate and the calculations subject to vagaries of data entry, stock prices downloaded from IEX, Google, or other sources, and errors or inadvertent modification of formulas. Accordingly, we will not be liable, whether in contract, tort (including negligence) or otherwise, in respect of any damage, expense or other loss you may suffer arising out of such information or decisions you make that rely on the data or calculations found in the spreadsheets presented by Simple Personal Finance. Dividend-Tracker should be used to generate hypotheses about your financial position, but actual prices, the value of holdings, and the gains or losses of your investments are to be found in your brokerage account data.

Before using this site, please make sure that you note the following important information:
Do your own research
Our content is intended to be used and must be used for informational purposes only. It is very important to do your own analysis before making any investment based on your own personal circumstances. You should take independent financial advice from a professional in connection with, or independently research and verify, any information that you find on our Website and wish to rely upon, whether for the purpose of making an investment decision or otherwise.

This material is not intended to be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities and is not provided in a fiduciary capacity. The information provided does not take into account the specific objective or circumstances of any particular investor, or suggest any specific course of action and should not be considered specific legal, investment or tax advice.

No content on the site constitutes - or should be understood as constituting - a recommendation to enter in any securities transactions or to engage in any of the investment strategies presented in our site content. We do not provide personalized recommendations or views as to whether a stock or investment approach is suited to the financial needs of a specific individual.

The value of shares and investments and the income derived from them can go down as well as up;
Investors may not get back the amount they invested - losing one's shirt is a real risk;
Past performance is not a guide to future performance.

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