Dividend Portfolio Tracker — every account in one view
Consolidate every brokerage into one dividend portfolio — combined income, yield-on-cost, allocation, and forward projections across all your accounts, not siloed the way your statements show them. Free to start; multi-brokerage sync from $9.99/mo.
One portfolio, every account
Most dividend investors don't hold everything in one place — a Roth IRA at Fidelity, a taxable account at Schwab or Robinhood, maybe an old 401(k) rollover. Each brokerage shows you its own slice, so the one number that matters most — your total dividend income and when it covers your expenses — lives nowhere.
A dividend portfolio tracker fixes that. REWD consolidates every account into a single portfolio (or keeps them separate and shows a combined view), then layers on the portfolio-level analysis: allocation and diversification, blended yield-on-cost, a dividend calendar of upcoming payments, and forward income projections. It's the same product as our dividend tracker, viewed through the whole-portfolio lens.
What a portfolio tracker should do
Consolidate every account
Fidelity IRA, Schwab taxable, Robinhood, a spouse's account — connect them all and REWD merges them into one dividend portfolio, or keeps them as separate portfolios you can toggle between.
Combined income & yield-on-cost
See total annual dividend income, blended yield, and yield-on-cost across every holding in every account — not siloed per brokerage the way your statements show it.
Allocation & diversification
Sector, ticker, and account allocation for the whole portfolio, with a diversification view that flags overconcentration in a single stock or sector.
Forward income projections
Project 12-month and multi-year dividend income for the entire portfolio using each holding's real 5-year growth rate, with DRIP modeled per position.
Dividend safety at the portfolio level
Payout ratio, 5-year CAGR, and yield-on-cost surfaced per holding so you can spot the weak links in the whole portfolio, not one account at a time.
Performance + income together
Most trackers show price return or dividends, not both. REWD shows total return alongside the income the portfolio throws off — the number that actually matters for early retirement.
Frequently asked questions
What is a dividend portfolio tracker?
A dividend portfolio tracker consolidates all of your holdings — across every account and brokerage — into a single view focused on dividend income: combined annual income, yield, yield-on-cost, allocation, and forward projections. It answers portfolio-level questions your individual brokerage statements can't, like total income across accounts and when that income covers your expenses.
Can I track holdings from multiple brokerages in one portfolio?
Yes. Connect each brokerage to REWD via SnapTrade (read-only) and it merges the holdings into one dividend portfolio, or keeps them as separate portfolios you can switch between and also view combined. The Unlimited plan ($19.99/month) supports unlimited brokerages; Base ($9.99/month) covers one.
Does it work if I have accounts at Fidelity, Schwab, and Robinhood?
Yes — those and 90+ more are supported via SnapTrade. A common setup is a Fidelity or Schwab IRA plus a Robinhood taxable account; REWD consolidates them so you see one combined dividend income figure instead of three separate statements.
Is there a free dividend portfolio tracker?
Yes. REWD's free plan lets you build a portfolio manually with unlimited holdings and see combined income, allocation, and projections. Automatic multi-brokerage sync — which keeps it current without manual entry — starts at $9.99/month.
How is a portfolio tracker different from a dividend tracker?
They overlap, but a dividend tracker focuses on the dividends themselves (payments, calendar, safety), while a portfolio tracker adds the portfolio-level lens: consolidation across accounts, allocation, diversification, and total return alongside income. REWD does both in one tool.
See your whole portfolio in one place
Free to start. Connect unlimited brokerages on the Unlimited plan to consolidate every account automatically.
Create Your Free AccountCompare with other dividend trackers · start with the free dividend tracker.
This tool is for educational and informational purposes only and does not constitute investment, financial, tax, or legal advice. Consult a licensed professional before making investment decisions.
Past performance does not guarantee future results. All projections are hypothetical estimates based on user-provided inputs and may differ materially from actual outcomes.
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