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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% |
| TCSH | TD Cash Management ETF | $50.11 | $0.0970 | 2.58% |
| HMMJ.U | Global X Marijuana Life Sciences Index ETF | $4.87 | $0.0152 | 1.30% |
| FSZ | Fiera Capital Corporation Class A Subordinate Voting Shares | $5.49 | $0.1080 | 7.87% |
| ENB.PR.H | Enbridge Inc. cumulative redeemable preference shares series H | $24.44 | $0.3820 | 6.25% |
| CTMC | CI Target 2030 Investment Grade Bond Fund | $19.92 | $0.0487 | 3.19% |
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Transaction Tracking
Import from Wealthsimple, track every buy/sell with automatic cost basis calculation.
Available in full version →
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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.
Available in full version →Ready to Track Your Real Portfolio?
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