Arun Portfolio Tracker

Accounts

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Symbols

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Symbol Data editable

one rate per symbol, applies to all accounts · Compare Stocks ↗

Enter $ per share, per payment (not your total dividend received) — the same stock pays the same rate no matter which account holds it. Per-account $ totals appear automatically in the Holdings table below, using each account's own share count.

Holdings computed from transactions

shares & book price derive from your logged purchases

By Account all symbols combined

total invested & current value per account

By Symbol all accounts combined

% weight of each symbol across your whole portfolio

Sector Allocation

set each symbol's Sector in Symbol Data above to populate this

Bulk Entry — several symbols, one account, one date

Date

Account

Single Entry

Date

Account

Symbol

Shares added

Price/share ($)

Amount paid ($)

Fill in any two of Shares / Price / Amount and the third is calculated for you. Tip: use either form to record your opening balance for each account/symbol — log today's date, your current share count, and your current total cost basis.

Bulk Entry — several symbols, one account, one date

Date

Account

Single Entry

Date

Account

Symbol

Shares sold

Price/share ($)

Proceeds received ($)

Fill in any two of Shares / Price / Proceeds and the third is calculated for you. Cost basis and realized gain/loss are calculated automatically using average cost (ACB) — you don't need to work that out yourself.

Sell History & Realized Gains

Log Dividends Received — several symbols, one account, one date

Payment Date

Account

Enter the actual $ amount deposited for each symbol on this payment date — this is your real, received income, separate from the projected "Potential Annual Income" figure at the top.

Received History

Filter Account

Filter Symbol

Filter Month

Transaction History

Filter Account

Filter Symbol

Filter Month

Shares Added Per Month

grouped by account & symbol

DRIP Calculator 30-year projection

based on your assumptions — not a prediction

Mode

Scope

Investment Amount ($)

Annual Yield (%)

Distribution Frequency

Price Growth Rate (%/yr)

Monthly Contribution ($)

Monthly Withdrawal ($)

Sell shares to cover withdrawal shortfall

Assumes a constant yield and price growth rate for the full 30 years — real returns will vary. For leveraged/covered-call ETFs especially, price can erode over time even while distributions stay high; consider a negative price growth rate to model that.

Yearly Summary

Dividend Income Chart actual, not projected

cumulative dividends received, per symbol — based on your logged payments

Income Summary

What each card means

Grand Total — your holdings' current value plus every dividend dollar you've ever received.

Total Growth — your real total return: price change + dividends + realized gains, vs. what you paid.

Dividends Received (YTD) — actual dividend cash received so far this calendar year.

Investments Worth Now — what your current holdings are worth today, at today's prices.

Average Dividend Yield — your annual dividend income as a % of today's market value.

Potential Annual/Monthly Income — projected income if today's dividend rate holds — not money received yet.

XIRR — true annualized return, accounting for exactly when each dollar went in or came out.

Dividend Growth — how much your dividend income has grown vs. the same period last year.

Net Contributions — total money you've put in, minus money you've taken out by selling.

Lifetime Dividends — every dividend dollar you've ever received, all-time.

Yield on Cost — your income as a % of what you originally paid, not today's price.

Dividend Recovery % — how much of your net money in you've already gotten back just from dividends.

Data is stored privately for you only, via . Yield shown is current yield (annual dividend ÷ current price). Weekly/Bi-weekly frequencies are converted to monthly using 4.333 / 2.167 payments per month respectively.