Dividend Pilot

Dividend Pilot helps dividend investors stay organized, track upcoming payouts, and understand their income stream. Build and monitor your dividend portfolio with a clean dashboard for monthly income, expected payouts, yield, account breakdowns, currency exposure, allocation targets, and projected cash flow. Whether you are building passive income, planning bills around dividend payments, reviewing portfolio concentration, or tracking a growing portfolio across accounts, Dividend Pilot gives you a simple way to see what is coming next. Track your holdings, upcoming pay dates, ex-dividend dates, estimated monthly income, payout history, income goals, transaction history, ACB ledger details, and portfolio allocation in one place. Dividend Pilot supports Canadian and U.S. investors, with account and currency tools designed to make dividend tracking easier across registered, non-registered, CAD, and USD holdings. Features include: • Dividend income dashboard • Upcoming payout calendar • Ex-dividend and pay date tracking • Monthly income goals • Holdings search and filters • Account, sector, category, and currency breakdowns • Allocation targets • Estimated and paid dividend tracking • Transaction, dividend, and ACB ledger history • Withdrawal planning tools • Portfolio concentration insights • CSV import and export • Data quality checks • Optional iCloud Backup • Privacy-first local portfolio storage Dividend Pilot is built for investors who want a clear view of their dividend income without clutter. It helps you understand what you own, what income may be coming next, how your portfolio is allocated, and how your dividend income is progressing over time. Dividend Pilot does not provide financial, investment, or tax advice. Dividend amounts, dates, prices, yields, ACB values, withdrawal scenarios, and projections are estimates and should be reviewed against your brokerage, tax records, or official company sources before making investment decisions.