D Divvestor
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The ultimate historical dividend income calculator

Dividend income calculator built for real historical testing.

Use historical prices and distributions to build a dividend strategy, account for taxes, reinvestment and various expenses—and see how much monthly spending cash it could have produced.

Starting investment
$

Step 1

Build your income mix

Your strategy

Change the allocation or swap a fund.

Total allocated 100%
Free · 3 max
Divvestor Fund Rating i Color investments by their historical start-to-finish performance.
Investment i Price i Latest div. i Upcoming div. i Frequency i Allocation i Amount i Avg. yield i Rating i Maintain i

Step 2

See where the money goes

Based on the selected investments' historical average distributions.

Monthly Spending Cash $0 Available to spend after estimated taxes, reinvestment and monthly expenses.
$0 per week to spend
Estimated monthly distributions $0 $0 annually
Monthly reinvestment $0 Approximately 0 new shares
Blended annual yield 0% $0 estimated annual taxes

Informational purposes only—not investment advice. Independently verify all data before making investment decisions.

Premium strategy tools

Test the past. Explore the future.

Plans from $99/quarter
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Historical Scenario

See how your selected investments performed over a previous period.

Using available historical market data
+0.0%
Portfolio valueCash received
Ending balance$0
Total distributions$0
Amount reinvested$0
Cash taken$0
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Future Scenario

Explore possible outcomes using your own market assumptions.

Choose a future price scenario

1 year$0$0/mo income
3 years$0$0/mo income
5 years$0$0/mo income
Portfolio maintenance target 0% reinvestment Estimated minimum needed to offset the selected investments' historical price movement.
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Unlock the full strategy lab

Replay history, test markets, compare portfolios, and find the reinvestment level that may help support your principal.

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The grayed-out figures above are examples and do not use your current strategy.

Save and compare

Found an idea worth remembering?

Save this complete scenario and return to it anytime on this browser.

The information provided is hypothetical and does not imply or guarantee future results.

A clearer dividend planning tool

Plan monthly dividend income without ignoring principal

Divvestor is a dividend income calculator and historical portfolio tool designed to show more than a headline yield. Build a mix of dividend-paying stocks and funds, adjust allocations, estimate taxes and reinvestment, and compare the cash distributed with the value of the underlying portfolio.

Estimate monthly dividend income

Enter an investment amount and see estimated annual and monthly income, reinvested distributions and usable spending cash.

Test historical dividend portfolios

Replay available price and distribution history to explore how an income strategy could have behaved through actual market conditions.

Account for taxes and expenses

Adjust estimated taxes, reinvestment and monthly expenses instead of treating every dollar distributed as spendable income.

Explore dividend calculators and guides

Dividend Income CalculatorEstimate income from a dividend portfolio. Monthly Dividend CalculatorTranslate distributions into monthly cash flow. Dividend Reinvestment CalculatorUnderstand reinvestment and compounding. Historical Dividend CalculatorTest ideas using recorded market history. Yield vs. Total ReturnSee why income is only part of the result. Return of Capital ExplainedUnderstand what a distribution may contain.

Divvestor is an educational planning tool. It does not recommend securities or provide investment, tax or financial advice. Data and calculations should be independently verified.