Portfolio returns
Track total return over time based on market value and total gain from your cost basis. See
clear performance metrics for your portfolio.
Features
Plainzer is a comprehensive dividend tracker built to help investors take full control of their dividend portfolios. Whether you're managing one account or several, Plainzer consolidates your dividend income, portfolio performance, and asset allocation into one easy-to-navigate platform. With smart analytics, upcoming payout forecasts, intuitive dashboards, and seamless CSV imports from major brokerages, it simplifies tracking and optimizing your dividend strategy. Designed by investors, for investors, Plainzer empowers you to monitor, manage, and grow your investments with confidence.
Dashboard
Dashboard offers a complete, real-time overview of your dividend portfolio. Monitor upcoming payouts, track historical income, analyze sector and industry allocation, and evaluate portfolio value - all within a clean, intuitive interface designed to simplify your investment management and support smarter decisions.
Portfolio yield
See your annual dividend income and portfolio yield. Understand yield based on cost and holdings
to help optimize your income potential.
Annual income goal
Set and track your yearly dividend income targets. Visual progress bars help you measure how
close you are to meeting your passive income goals.
Multiple portfolios
Easily manage more than one portfolio. Great for tracking different accounts, strategies, or
household members in one unified interface.
List of holdings
Review your investments in one place. View tickers, amounts, and key metrics to stay informed
about your portfolio composition.
Export holdings
Download your data anytime you need it. Generate CSV files of your holdings for backup,
reporting, or advanced analysis elsewhere.
Upcoming dividends
Plan ahead with a clear view of scheduled payouts. Know exactly when and how much you're
expected to receive in dividends across your holdings.
Portfolio events
Keep track of all important activity in your portfolio. Monitor ex-dividend dates, payment
dates, and other events impacting your income stream.
Allocation breakdown
Understand how your assets are distributed. Visualize your portfolio by market value or dividend
income to support balanced diversification.
Portfolios insights
Track dividend increases, decreases, and payout ratio risks. Identify which holdings impact your
income stability and growth.
Last dividend payouts
Quickly check your most recent dividend income. A historical view of past payments helps verify
transactions and spot any changes in trends.
Industry allocation
Analyze sector diversification of your portfolio. Discover which industries dominate your
investments and assess risk concentration.
Transactions
Manage and review all your transactions in one convenient place. The transaction page in our dividend tracker lets you easily add, edit, and organize buys and sells, giving you a clear, detailed history of your trading activity. Stay on top of your portfolio accuracy and keep your records up to date with effortless transaction management.
Summary view
View transaction data across all portfolios or filter by individual portfolio for a clear and flexible overview of your activity.
Key metrics
Quickly see important metrics like total cost and transaction count to understand your trading activity at a glance.
List of transactions
View a detailed list of your buy and sell transactions for complete transparency and easy review.
Search by ticker
Easily find specific transactions by entering ticker symbols, helping you quickly locate trades across all your portfolios.
Import transactions
Import your transaction history quickly using CSV files from popular brokerages, simplifying portfolio setup and updates.
Export transactions
Download your transaction history in CSV format for backup, analysis, or sharing with your financial advisor.
Ticker details
Get a complete overview of any stock or ETF with our dividend tracker's ticker details page. View key metrics, recent dividend payouts, upcoming ex-dividend and payout dates, historical dividend data, and important events - all organized in one clear, easy-to-navigate interface to help you make informed investment decisions.
Key metrics
Access essential stock data like P/E ratio, EPS, market cap, dividend yield, annual dividend, and payout ratio - all in one place for quick evaluation.
Historical dividends
View detailed chart and list of historical dividends for ticker, helping you analyze income consistency and trends over time.
Dividend growth rate
Analyze how your dividends have increased or decreased annually, helping you assess the sustainability and growth potential.
Dividend insights
See detailed dividend changes for each ticker, including increases and decreases, to understand your income trends and risks.
List of transactions
Organize and manage all your buy and sell transactions across multiple portfolios, making it easy to maintain accurate records.
Last dividend payouts
View recent dividend payments from this ticker, helping you track income generated by each holding.
Ticker events
Track critical dates like ex-dividend and payout schedules for concrete stock, so you never miss important portfolio activities.
Upcoming dividends
Stay ahead with the upcoming dividends page in our dividend tracker. Easily track and review all scheduled dividend payments across your portfolios, with clear dates and expected amounts to help you plan your cash flow and make timely, informed investment choices.
Key metrics
Quickly view total upcoming payouts, average yield, and next dividend dates to stay informed about your near-term income.
Dividend chart
Visualize expected dividend payments over time with an intuitive chart that helps you spot monthly and quarterly patterns.
Confirmed dividends
See officially declared dividends with exact ex-dividend and payout dates for better planning and reliability.
Estimated dividends
Track projected payouts based on past distributions and current holdings, giving you insight into potential future income.
Export dividends
Download a full list of upcoming dividend payments as a CSV for backup, reports, or personal planning outside the platform.
Dividend payouts
Review all your past dividend payouts in one convenient place. Track detailed payment history, amounts received, and income trends over time to better understand your cash flow and make smarter, data-driven decisions for your portfolio growth and management.
Summary view
Get a complete overview of your received dividends across all portfolios or focus on a specific one for detailed analysis.
Filter by tax year
Easily narrow down your dividend payouts by specific tax year for accurate reporting, analysis, and tax preparation.
Key metrics
See total dividends received, number of payouts, average yield, and top-paying tickers in one clear snapshot.
Search by ticker
Quickly find dividend payout history for any specific stock or ETF across your portfolios with smart search functionality.
Export payouts
Download your full dividend payout history as a CSV file for records, reporting, tax planning, or custom analysis.
Allocation breakdown
Understand how your dividend income is distributed by ticker or industry to spot trends and income concentration.
Analytics
Analyze your portfolio's historical performance with detailed charts showing value trends and annual income. Track growth over time, identify patterns, evaluate progress, and gain valuable insights to make informed decisions that optimize your dividend investment strategy effectively.
Summary view
View aggregated analytics across all portfolios or filter by individual portfolio to explore detailed historical trends and performance.
Historical market value
Track the market value of your portfolio over time with daily data points presented in a detailed chart to visualize performance trends.
Historical annual income
See how your projected annual dividend income evolved over time, with daily updates shown in a clear, interactive chart.
Key metrics
Access performance metrics including portfolio value, income trends, and long-term growth indicators to support better investment decisions.
Future value
Project your portfolio's future value and annual income by adjusting price appreciation and dividend growth rates. This page helps you visualize potential outcomes, manage risk effectively, set realistic expectations, and plan your investment goals with confidence and clarity.
Summary view
View projected growth across all portfolios or isolate a specific portfolio to analyze potential future performance in detail.
Future value estimation
Estimate your portfolio's potential future value based on custom assumptions, helping you visualize long-term investment outcomes.
Future annual income estimation
Project your future dividend income over time to see how your investments may support long-term income goals.
Price appreciation
Manually adjust expected price growth to model how capital appreciation could impact your future portfolio value.
Dividend growth rate
Set your own dividend growth assumptions to simulate how increasing payouts could influence future income potential.