Project Your Dividend Income

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:

Checking numbers.

Reworking assumptions.

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

That’s the real issue.

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.

Know Exactly What’s Coming—And When

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

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

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:

From Guessing… to Knowing

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

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.