Project Your Dividend Income

with Income Calendar

Finally Know with Confidence What Your Portfolio

Is Scheduled to Pay—And When

Dear Reader,

If you’re living off dividends from your investments, you probably have a number in your head.

An annual yield.

An income target.

A rough sense of what your portfolio should be producing.

And on paper, it may look great.

But here’s the challenge most investors quietly run into:

It’s much harder to know what you’re actually getting paid—and when.

Not over the course of a year.

Not as a yield percentage.

Month by month. Week by week. The real dollars hitting your account.

Because dividend income doesn’t arrive cleanly.

Some positions pay monthly. Others quarterly.

Ex-div dates shift. Payments move. Payouts change.

And unless you’re actively tracking all of it, you’re left piecing together your income picture from:

• brokerage screens
• financial data sites
• spreadsheets you have to constantly update

Most investors make it work.

But all they really have is a general sense of income… with guesswork around timing.

When That Starts to Break Down

At first, that doesn’t seem like a problem.

The deposits show up.

Your plan “feels” like it’s working.

But over time, small gaps appear:

One month comes in lighter than you expected.

Or several large payments clustered together—then nothing for weeks.

A dividend change throws off your expected cash flow.

Now you’re not just collecting income, you’re reacting to it.

Checking numbers.

Reworking assumptions.

Trying to reconcile what you thought would happen with what actually did.

That’s the real issue.

Not that your portfolio isn’t producing income—but that you can’t see it clearly enough to manage it with confidence.

Introducing: Income Calendar

That’s exactly why we built Income Calendar.

Instead of stitching everything together manually, it takes your holdings and turns them into a clean, forward-looking income schedule.

Here’s what that looks like in practice:

See Your Entire Income Picture—At a Glance

The first thing you notice is how quickly everything comes together.

Instead of bouncing between accounts and spreadsheets, you get a single view showing:

• your projected income
• your overall yield
• and your expected payments over the months ahead

More importantly, you can see how that income is actually distributed across the next 12 months.

Which months are heavier.

Which are lighter.

Where things may not line up the way you expected.

What looked like a steady income stream… is often more uneven beneath the surface.

Know Exactly What’s Coming—And When

From there, you can zoom in and answer the most practical question:

“What am I getting paid next month?”

Or next week.

Or even on a specific day.

Income Calendar lays out your declarations, ex-div dates and payments, in a simple calendar view—so you’re not estimating anymore.

You can see exactly what’s scheduled, and when it’s expected to arrive.

No more cross-checking multiple sources.

No more updating spreadsheets just to stay current.

Know What’s Actually Driving Your Income

Once you see your income over time, the next question becomes obvious:

Which positions are doing the heavy lifting?

With one click, you can break down your projected income by stock or fund.

And this is where a lot of investors get surprised.

What looked like a balanced portfolio often turns out to be:

• a handful of positions generating most of the income
• a few laggards contributing less than expected
• or income that’s more concentrated than it appears

This gives you a clearer understanding of not just when you’re getting paid—but what’s actually producing that income.

Set It Up Once—And Let It Run

Tracking and forecasting dividends manually works… until it doesn’t.

Positions change. Payouts shift. Dividends get reinvested.

Staying on top of everything requires constantly checking multiple data sources.

Income Calendar is built to handle it all effortlessly.

You can update share counts, add or remove tickers, or adjust holdings in seconds—so your projections stay aligned with what you actually own.

Or you can import your brokerage account in just a few clicks with our integration with Plaid.

Once your portfolio is in, the system updates automatically in the background—so your projections stay current without constant input.

Custom Email Alerts, Too

Each time we collect a dividend, IC can send us an email heads up. For example, Doubleline Yield Opportunities Fund (DLY) recently declared a dividend in April. So I received this email heads up from IC:

Dividend “Heads Up” Email via IC

I can also see that DLY’s implied annualized yield is 10.05%. Nice.

I’ve got the ex date and the actual payment date. Everything I need to know about DLY’s dividend in one concise email.

“Week Ahead” summaries from IC are my favorite way to kick off the week. We see how much we are getting paid, and when! In this summary, we have six “pay dates” and two “projected ex-dividend dates” for this portfolio.

“Week Ahead” Summary

This is where the tool really starts to feel different.

It’s not just organizing your income—it’s actively helping you stay on top of it.

How It Works

Behind the scenes, Income Calendar is powered by data from our sister company, TickerTech.

It continuously tracks dividend announcements across the market, analyzes historical payment patterns, and uses that data to project forward income timing and amounts.

In simple terms:

It takes scattered dividend data… and turns it into a usable, forward-looking schedule.

From Guessing… to Knowing

Once people start using Income Calendar, the shift is simple—but important.

You move from:

“I think my portfolio is generating enough income…”

To:

“I can see exactly what I’m getting paid—and when it’s arriving.”

That makes it easier to:

• plan around your income
• smooth out uneven periods
• and make adjustments before surprises show up

In other words, you stop managing income in fragments and start managing it as a system.

See for Yourself—100% Risk Free

If you’re serious about dividend income, you need to see this firsthand.

Getting started only takes a few minutes.

Import your holdings, explore your custom projections, and see how your portfolio looks when everything is finally laid out clearly in one place.

Income Calendar is just $79 for the first year and comes with a 100% risk-free trial for the next 60 days. If you decide it’s not right for you, for any reason whatsoever, simply let us know and we’ll happily and quickly refund you.

Yours for safe dividends,

Brett Owens

Chief Investment Strategist

Contrarian Outlook

P.S. Still not sure if Income Calendar is right for you? Check out the video below where I review how easy it is to set up and use: