Income, with the details behind it
See what your portfolio pays— and what supports it.
Bring dividend income, payment timing, quality signals and growth scenarios into one connected view of the investments you own.
90-day Pro trial. No credit card required. Core income views are available on Free. Advanced dividend quality and Horizon may require eligible Pro or trial access. Plan limits, availability and data coverage vary.
Actual SavvyStocks development-app captures from a fictional demo account. Captured values are examples, not current quotes or recommendations. Estimates are not guaranteed payments. The showcase does not auto-update; screens may reflect different cache times.
Income picture
Your portfolio’s income, in one clear view.
Review estimated annual dividend income, portfolio yield and yield on cost, alongside the mix of holdings contributing to that income.
Annual income is a forward estimate based on current rates—not cash already received or a guaranteed payout. Yield uses current value; yield on cost uses cost basis. Not every security pays dividends.
Annual income is a forward estimate based on current rates—not cash already received or a guaranteed payout. Yield uses current value; yield on cost uses cost basis. Not every security pays dividends.
Methodology & coverage
The overview and dividend-health snapshot describe the captured demo portfolio, not your accounts. Screens can reflect different cache and capture times; values are not edited to force agreement.
Payment pattern
See how income is distributed through the year.
Explore monthly dividend history and the payment calendar, with received payments distinguished from confirmed and estimated future dates.
Received payments, confirmed dates and estimated future dates are different statuses. Estimated payments can change. Projection accuracy is historical feedback, not a reliability guarantee.
Received payments, confirmed dates and estimated future dates are different statuses. Estimated payments can change. Projection accuracy is historical feedback, not a reliability guarantee.
More captured detail & methodology
Use the ticker legend to see each investment’s contribution to the monthly bars. Expand the actual payment list and calendar to inspect the app’s original status and confirmation labels.
Dividend quality
Examine the quality behind the dividend.
Review dividend-quality scores alongside growth, payment consistency and supporting metrics, so a yield figure is the start of the research—not the end.
Quality scores are derived research aids, not credit ratings or a promise against dividend cuts. Missing history and limited methodology constrain the result. No complete BDC underwriting, guaranteed safety or future dividend growth is implied.
Quality scores are derived research aids, not credit ratings or a promise against dividend cuts. Missing history and limited methodology constrain the result. No complete BDC underwriting, guaranteed safety or future dividend growth is implied.
More captured detail & methodology
Payment streaks describe available history, not a promise of future payments. Keep missing-history and methodology labels in view. Advanced dividend-quality tools may require eligible Pro or trial access.
Income concentration
See where your dividend income is concentrated.
Identify the investments contributing most to income and examine whether a few positions account for a disproportionate share.
This is an income-contribution view—not proof of complete portfolio risk or fund-level look-through diversification.
Methodology & coverage
Income concentration and portfolio-value concentration answer different questions. A large share of dividend income does not describe every underlying economic exposure.
Longer-term scenarios
Explore income growth with the assumptions in view.
Use Horizon scenarios to explore how contributions, growth assumptions and dividend reinvestment could change the longer-term income picture.
Horizon is an assumption-based scenario, not an AI forecast, guaranteed return, retirement sufficiency assessment or promised income. Inspect the displayed inputs and assumption note. Eligible Pro or trial access may be required.
Methodology & coverage
Contributions, growth and reinvestment assumptions change a modeled outcome. Actual prices, payments, taxes, fees and investment decisions can differ. No future income is guaranteed.