# Plainzer Dividend Tracker Features

> Plainzer is a comprehensive [dividend tracker](https://plainzer.com/) 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.

Canonical URL: https://plainzer.com/features

## 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 returns**: Track total return over time based on market value and total gain from your cost basis. See clear performance metrics for your portfolio.
- **Portfolio yield**: See your annual dividend income and portfolio yield. Understand yield based on cost and holdings to help optimize your income potential.
- **Brokerage linking**: Connect your brokerage account to automatically sync trading history. Keep your portfolio up to date and monitor dividends without manual updates.
- **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.
- **Popular assets**: Explore the [best dividend stocks and ETFs](https://plainzer.com/best-dividend-stocks-and-etfs) owned by investors. Discover popular assets and monitor daily changes in ownership trends.
- **API access**: Integrate Plainzer with your own tools or dashboards. Access portfolio data securely - learn more on our [developers page](https://plainzer.com/developers).

## Transactions

Manage and review all your transactions in one convenient place. The transactions page 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 the 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 a detailed chart and list of historical dividends for each 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 a specific stock, so you never miss important portfolio activities.

## Upcoming dividends

Stay ahead with the upcoming dividends page. 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.
- **Calendar view**: See confirmed and estimated ex-dividend and payout dates in a calendar. Plan ahead and track upcoming income easily.
- **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.
- **Custom tax rate**: Configure a custom tax rate for your portfolio to see net dividend income. Adjust it to match your personal situation and improve payout accuracy.
- **Dividend reinvestment (DRIP)**: Set up automatic reinvestment of dividends into the same stock. Ensure your payouts are reinvested efficiently to support portfolio growth over time.
- **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.
- **Email notifications**: Receive an email every time dividends are paid. Stay informed about your income without having to check the app manually.
- **Push notifications**: Get instant updates in the [mobile app](https://apps.apple.com/app/apple-store/id6749378838?pt=128028811&ct=landing_features&mt=8) when dividends are paid. Track your income on the go and never miss a payout.

## 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.