One portfolio. Six ways to actually understand it.
A real 14-holding portfolio, tracked with the analytics your broker does not have: an at-a-glance dashboard, performance against a real benchmark, forward income, sector and country allocation with ETF look-through, a combined Dividend Health score, and an honest valuation verdict.
Everything about your portfolio, at a glance
One view of value, yield, and every upcoming dividend and earnings date across all 34 holdings, always converted to EUR.
- Cost Basis
- €59,462.29
- Annual Income
- €1,757.97
- Div Yield
- 1.88%
- Yield on Cost
- 2.96%
- 5Y Div Growth
- +6.78%
Upcoming dividends and earnings
Next 4 weeks, in EUR
- Paid
- Confirmed
- Expected
- Reported
- Announced
- Estimated
- Before open
- After close
Real returns, benchmarked against STOXX Europe 600 (Amundi)
Time-weighted and money-weighted returns, volatility-adjusted with the Sharpe ratio, and an honest comparison against a real benchmark, not a cherry-picked one.
Every euro landing in the next 12 months
Forward-looking income built from real payment dates, not a frequency guess: monthly payers like O.US and quarterly names like JNJ.US and MSFT.US all land on the month they actually pay.
Upcoming dividend payments
next 35 days, EURIncome totals, this fiscal year
See through your ETFs
Sector, country, and currency exposure across every holding, with a look-through into fund holdings like VGWL so their real weights count where they actually sit, not as one opaque line.
One score for the whole portfolio's dividend health
Every holding's Dividend Health Score rolled into a single income-weighted view, with a full month by month history and exactly which holdings moved it.
Score history
| ±0 | ADP.US: score 80 to 80, income weight 4.0% | ||
| ±0 | AOS.US: score 89 to 89, income weight 2.8% | ||
| ±0 | ASM.AS: score 90 to 90, income weight 1.1% | ||
| ±0 | ASML.AS: score 89 to 89, income weight 3.3% | ||
| ±0 | BBY.US: score 68 to 68, income weight 1.9% | ||
Drivers sum to the total change: ±0 pts
Undervalued, fairly valued, or overvalued right now?
The portfolio's combined value against its expected value from five years of its own holdings' history. An honest verdict, even when it is not the rosy one.
Portfolio value
€93,679
Expected value
€98,899+5.6%
Fairly valued
33 of 34 holdings rated
Your dividend income, mapped.
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