▥
Income dashboard
See portfolio value, gain or loss, monthly income, bills covered, upcoming payouts, allocation, and data quality at a glance.
📈 Local-first portfolio planning
Plan your income. Know your portfolio.
Track dividend cash flow, understand concentration, monitor allocation targets, and plan withdrawals—all without connecting a brokerage account.
Explore Dividend Pilot
See planning tools
Built for Canadian and U.S. portfolios. Market-data refreshes contact external providers to update prices, dividends, and FX.
9:41●●● Wi‑Fi 91%
$
MONTHLY AVERAGEC$4.1K▣
NEXT PAYMENTVDY.TO · C$30◷
BILLS COVERED83%Dividend Cash Flow
Projected monthly net income
C$199expected this month
C$672next 30 days
Income by Sector
Total C$49.7K income
Energy 64%
Financial Services 30%
Diversified 4%
Healthcare 1%
See the full income picture.
From the next payout to long-term portfolio structure, Dividend Pilot connects dividend tracking with the decisions that shape your income.
◎
Dividend calendar
Track paid, scheduled, and estimated payouts alongside ex-dividend dates. Filter upcoming events by payment frequency.
⌕
Holding details
Review live prices, daily moves, yield, payout timelines, withholding estimates, classification, and native-currency values.
%
Income growth & DRIP
Compare forward income with saved history, identify ticker-level growth drivers, and estimate reinvested income and shares.
☷
Ledgers & cost basis
Keep paid and upcoming dividend records plus Buy, Sell, DRIP, return-of-capital, ACB, and cost-basis activity together.
◫
Multiple portfolios
Separate personal, corporate, or other portfolios, move holdings between profiles, and view everything in one read-only aggregate.
💡 Portfolio Insights
Move from tracking to planning.
Dividend Pilot helps surface portfolio trade-offs before you act. Planning results are estimates for exploration—not investment or tax advice.
Measure concentration
See which holdings drive portfolio value and where sector, category, or asset-class exposure is building up.
Set allocation targets
Compare today’s mix with your targets, monitor drift, and build a clear add-or-trim rebalance plan.
Model a withdrawal
Estimate which taxable positions could raise the cash you need while considering gains, losses, and concentration.
Built around real portfolios.
Flexible controls help Dividend Pilot fit different accounts, currencies, devices, and ways of managing income.
Monthly goalsCompare projected average income with a single monthly target for bills or income replacement.
Canada & U.S.Choose a home market, base currency, built-in account types, or your own custom accounts.
Import & backupImport CSV or JSON backups, export your records, and optionally back up all profiles to iCloud on iOS.
Native controlsEnable dividend alerts, monthly summaries, biometric lock, and System, Light, or Dark appearance.
Your portfolio should stay yours.
Read privacy policy
Portfolio records are stored locally by default. Optional iCloud backup and native alerts are opt-in; market-data refreshes contact external providers.
Dividend dates, prices, tax estimates, and projections depend on available data and may be incomplete or delayed. Dividend Pilot does not provide investment, legal, or tax advice.