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Exploring with sample data
Explore StockFolio Features
See how easy it is to track your dividend portfolio. This is a live demo with sample data.
Portfolio Value
$125,000.00
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Annual Dividends
$4,500.00
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Monthly Income
$375.00
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Sample Portfolio Holdings
| Stock | Company | Price | Dividend | Yield |
|---|---|---|---|---|
| CDIV | Manulife Smart Dividend ETF | $20.00 | $0.1142 | 2.19% |
| MREL | Middlefield Real Estate Dividend ETF | $12.45 | $0.0750 | 7.24% |
| HMMJ.U | Global X Marijuana Life Sciences Index ETF | $4.87 | $0.0152 | 1.30% |
| ISC | Information Services Corporation Class A Limited Voting Shares | $46.00 | $0.2300 | 2.00% |
| MUSA | Middlefield U.S. Equity Dividend ETF | $21.45 | $0.0458 | 2.56% |
| BCE.PR.S | BCE Inc. Cum. Red. First Pref. Shs. Series S | $20.10 | $0.0927 | 5.54% |
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Transaction Tracking
Import from Wealthsimple, track every buy/sell with automatic cost basis calculation.
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Dividend Alerts
Never miss a dividend payment. Get email alerts before ex-dividend dates.
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Cost Basis Calculator
Automatic FIFO, LIFO, and Average cost calculations for tax purposes.
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