See what your portfolio pays you.

Track your dividend portfolio with confidence.

Dripfolio brings every brokerage account together — holdings, dividend income, and performance — in one clean, modern interface built for long-term investors.

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Dripfolio DashboardPortfoliosProjectionsActivity Account ▾

Total Portfolio Value $128,742.19

Total Invested $110,437.64

Total Gain / Loss +$18,304.55 (+16.6%)

Yield on Cost 4.51%

Current Yield 3.87%

Value history 1W1M3M6MYTD1Y

$130k $110k $90k

Aug '25Jan '26Jul '26

Upcoming dividends

TickerDateAmountStatus

JEPI08/05/26$66.01Upcoming

O08/14/26$54.04Upcoming

SCHD09/25/26$211.53Upcoming

VYM09/26 (est.)$132.81Projected

Dividend income by month This Year

$4,982.31 annually · $415.19 monthly avg

JanJunDec

Top dividend-producing holdings

TickerAnnual Income% of IncomeShare

SCHD$846.1217.0%

JEPI$792.1615.9%

O$648.4213.0%

VYM$531.2410.7%

Portfolios

PortfolioValueGain / LossAnnual Income

Schwab brokerage$78,910.55+$12,181.30$3,120.18

M1 Roth IRA$49,831.64+$6,123.25$1,862.13

Dashboard

Your whole account at a glance: value, income, gain/loss, and history — answered in one screen.

HoldingSharesPriceValueGain / LossYield

SCHDSchwab U.S. Dividend Equity ETF 890$27.32$24,314.80+$3,120.553.48%

VYMVanguard High Dividend Yield ETF 147$134.98$19,842.06+$2,485.022.68%

ORealty Income Corporation 210$57.89$12,156.90-$318.405.33%

JEPIJPMorgan Equity Premium Income ETF 188$58.00$10,904.00+$1,051.887.27%

ABBVAbbVie Inc. 24$198.10$4,754.40+$612.303.31%

MSFTMicrosoft Corporation 6$505.14$3,030.84+$410.220.66%

Showing 1–6 of 11 · Page 1 of 2

Portfolios & holdings

Every position with value, yield, and share of your portfolio — scan on mobile, compare on desktop.

Dividend income by month This YearReceivedUpcoming

$4,982.31 annually · $1,245.58 quarterly avg · $415.19 monthly avg

JanJunDec

Received Projected

Dividend analytics

Month-by-month income, who pays it, and when — received, upcoming, and projected kept honestly separate.

All typesBuysSellsDividends

TickerDateTypeQuantityAmountSource

O07/15/26Dividend—+$54.04Plaid

JEPI07/07/26Dividend—+$66.01Plaid

SCHD06/24/26Buy18$491.76Manual

VYM06/19/26Dividend—+$132.81CSV

O06/13/26Dividend—+$54.04Plaid

JEPI06/05/26Dividend—+$65.80Plaid

ABBV05/15/26Dividend—+$39.36CSV

Showing 1–7 of 214 · Page 1 of 31

Activity

Your full transaction history — buys, sells, and dividends — searchable, filterable, and exportable.

SCHD Schwab U.S. Dividend Equity ETF

OverviewActivity

All portfoliosSchwab brokerageM1 Roth IRA

$27.32 +$2.14 (+8.5%) past year 1M6M1Y

Market

Price$27.32 · End-of-day close

Trailing dividend yield3.48%

52-week range$24.18 – $28.42 (close)

Your position

Shares890

Market value$24,314.80

Average cost$23.81

Gain / Loss+$3,120.55 (+14.7%)

Dividends

Annual income$846.12

Trailing rate$0.9507 / share

Ticker overview

Open any ticker for the full picture: price, your position, income, and activity across your portfolios.

Dripfolio

Total Portfolio Value $128,742.19

Dividend income

JanDec

SCHD Price $27.32 Shares 890 Value $24,314.80

VYM Price $134.98 Shares 147 Value $19,842.06

O Price $57.89 Shares 210 Value $12,156.90

JEPI Price $58.00 Shares 188 Value $10,904.00

Dripfolio on your phone

The same clean interface, made for quick checks — your portfolios and income wherever you are.

Built for long-term investors Read-only brokerage connections Estimates always labeled as estimates Your data stays yours

Features

Everything a dividend investor actually needs.

No noise, no day-trading clutter — just the numbers that matter for building long-term income.

Know what your portfolio pays you

Dividend income is the headline, not a footnote: annual and average monthly income from trailing 12-month dividend data, month by month, payer by payer — averages labeled as averages, never presented as a payment schedule.

Dividend income by month This Year

$4,982.31 annually · $415.19 monthly avg

JanJunDec

Received Projected

See your value history

Gain/loss, yield on cost, and split-aware price and value history built from end-of-day market data — shown plainly, estimated where it says so.

Value history 6MYTD1Y

+$18,304.55 (+16.6%) past year

Aug '25Jan '26Jul '26

Bring your accounts with you

Connect a brokerage read-only through Plaid, import history from M1, Schwab, or generic CSV exports, or build portfolios by hand — all three live side by side.

Brokerage connection Read-only via Plaid Connected

CSV import M1 · Schwab · generic exports Preview before import

Manual portfolio Add holdings by hand Always available

Also included

Multiple portfolios

Each brokerage tracked on its own, rolled up in one consolidated view.

Upcoming dividends

Known ex-dividend dates ahead of time. When a date is estimated, the row says so.

Income projections

Assumption-driven scenarios for where your income could go — always labeled estimates, never guarantees.

Why Dripfolio

Opinionated about the right things.

Dividends first

Most trackers treat income as a footnote. Dripfolio starts with what your portfolio pays you and builds everything around it.

History you can stand on

Recorded transactions are never rewritten. Your activity reads like a statement — what happened, when, in order.

Honest numbers

Estimates are labeled as estimates, averages as averages. When data is missing, you see “—”, never an invented figure.

You stay in control

Brokerage connections are read-only, manual portfolios always work, and your data belongs to you.

Simple plans, honest limits

Start free. Upgrade when you want your brokerage connected and synced automatically.

Free

Keeping it old school. For the hands-on investor who’d rather enter it themselves. No connections, no fuss—you’re in control.

3 manual portfolios
50 tracked securities
Unlimited holdings-snapshot imports per month
Unlimited transaction csv imports per month
Unlimited activity exports per month
Unlimited portfolio exports per month
Price and dividend updates
Minute-fresh during market hours market price freshness

Get started today

The Investor

$5.00/month

or $50.00/year

Ready to let Dripfolio do some of the work. For investors who want to connect their accounts and spend less time keeping everything up to date.

5 linked brokerage accounts
Unlimited manual portfolios
Unlimited tracked securities
Unlimited holdings-snapshot imports per month
Unlimited transaction csv imports per month
Unlimited activity exports per month
Unlimited portfolio exports per month
Price and dividend updates
Minute-fresh during market hours market price freshness

Get started today

The Analyst

$10.00/month

or $100.00/year

Diversification got a little out of hand. For investors juggling more accounts, more portfolios, and more places where their money lives.

10 linked brokerage accounts
Unlimited manual portfolios
Unlimited tracked securities
Unlimited holdings-snapshot imports per month
Unlimited transaction csv imports per month
Unlimited activity exports per month
Unlimited portfolio exports per month
Price and dividend updates
Minute-fresh during market hours market price freshness

Get started today

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