Income calendars and estimates, dividend email alerts, and portfolio overviews are among the features investor should expect.
But accurate data, easy-to-use tools, fast-loading pages, and helpful insights to keep your income growing are also essential.
Since launching in 2015, Simply Safe Dividends has worked to build the most premium dividend portfolio tracker that thousands of income investors depend on every day.
We will show you how to use our site to track your dividends. And if you're interested, you can try a 14-day free trial (no credit card required) to start analyzing your dividend portfolio in minutes.
After a quick setup, you'll be treated with a big picture view of all your accounts and detailed data on each holding (including bonds and CDs) — all updated in near realtime and at your fingertips with pinpoint accuracy.
In addition to basic measures like your portfolio's balance, annual income, and dividend yield, you'll find reports covering dividend safety, diversification, dividend growth projections, undervalued holdings, and an income calendar.
Let's take a closer look at each of the reports available for your portfolio.
Track Your Dividends
Inside, you'll see how much income is set to hit your account over the next 30 days. All publicly-traded securities are tracked, including funds and ETFs:
As with most elements of our dividend tracker, you can audit any of this data to see exactly how we calculate each amount:
For a longer-term view, "The Year Ahead" tab shows a monthly breakdown of your recurring income stream, plus any upcoming special dividends:
Whenever your holdings raise (or cut) their dividends, your income figures will update automatically. And we'll email you right away so you're never surprised by any changes.
Keep Your Dividends Safe
Most of our time each week is spent maintaining our Dividend Safety Score™ system to help investors do just that.
Harnessing data from vendors like S&P and Morningstar, our analysts review financial metrics, company news, industry developments, business model drivers, and other key indicators to assign stocks and closed-end funds Dividend Safety Scores™ between 0 and 100:
We maintain the industry's only published, realtime track record of dividend safety ratings. And we've helped investors avoid 98% of cuts since our scoring system's inception in 2015.
Your portfolio's Dividend Safety report contains our proprietary ratings for your holdings.
Inside, you'll find a breakdown of your holdings by Dividend Safety Score bucket. We explain the dividend cut risk in each group so you can make decisions that align with your risk tolerance.
If we ever change the score of one of your holdings, we will email you the rating change and our supporting analysis right away to keep you informed.
Review Your Dividend Portfolio's Growth Potential
Based on your current mix of holdings, this report shows how your portfolio's dividends would have grown over time:
This information can help set reasonable expectations about your portfolio's dividend growth potential, as covered by the "Income Forecast" report.
Based on your portfolio's historical dividend growth and whether you plan to reinvest dividends or make annual contributions going forward, you can see where your dividend income could track in the years ahead.
Keep Your Portfolio Diversified
The Diversification report answers these questions to help keep your portfolio between the guardrails.
We prefer to invest no more than 25% of our portfolio in any sector. You can drill into any sector to see your relevant holdings and make adjustments.
This report also shows your portfolio's top sources of income. We prefer to limit any holding's exposure to no more than 5% of our portfolio's dividend stream.
Identify Undervalued Holdings
Holdings are ranked by how far their dividend yields sit above their 5-year averages, as reflected by our Timeliness indicator, making them timely income opportunities to consider.
Stay on Top of Your Holdings
You can customize the columns displayed, as well as their order, to create the dashboard you have always wanted to manage your portfolio.
To give you a feel for the table's power, here are some of the 30-plus options to choose from, all updated daily or in realtime:
- Dividend Safety Score
- Payout Ratio
- Annual Income
- Dividend Growth Streak
- Yield on Cost
- Gain or Loss
- Dividend Taxation (see if dividends are qualified)
- Ex-Dividend Date
- Recession Performance
- % of Portfolio
- % of Income
More Than Just a Dividend Tracker
Our site also includes...
- A monthly newsletter: follow along with our three actively-managed model dividend portfolios to see this income strategy in action.
- A screener: dozens of filters are available to screen common stocks and closed-end funds to surface new ideas.
- Idea lists: comb through dividend aristocrats, Buffett's stocks, some of our favorite high dividend stocks, and more.
- Research: we publish research every week on different dividend stocks to keep you in the loop and provide new ideas to explore.
- Stock pages: type in a ticker symbol to discover a company's Dividend Safety Score, dividend yield history, dividend growth track record, payout ratio, and other key fundamental metrics.
Get Started Tracking Your Dividends
Everything is neat and tidy so you're not pulling your hair out keeping tabs on your dividend portfolio. You can get started in minutes.
If you'd like to give Simply Safe Dividends a try, you can register for a 14-day free trial here (no credit card required). Thanks for reading!