Dividend Pilot

Dividend Pilot helps dividend investors stay organized, track upcoming payouts, and understand their income stream. Build and monitor your portfolio with a clear dashboard showing monthly income, expected payouts, yield, account breakdowns, currency exposure, allocation targets, and projected cash flow. See what you own, what may be paid next, and how your dividend income is progressing across accounts and currencies. Track holdings, upcoming pay dates, ex-dividend dates, estimated income, payout history, income goals, transactions, ACB details, and portfolio allocation in one place. Dividend Pilot includes tools for managing registered and non-registered accounts, CAD and USD holdings, and portfolios spread across multiple accounts. Features include: • Dividend income dashboard • Upcoming payout calendar • Ex-dividend and pay date tracking • Monthly income goals • Holdings search and filters • Account, sector, category, and currency breakdowns • Portfolio allocation targets • Estimated and paid dividend tracking • Transaction, dividend, and ACB ledger history • Withdrawal planning tools • Portfolio concentration insights • CSV import and export • Data quality checks • Optional iCloud backup and restore • Privacy-first local portfolio storage Dividend Pilot is designed for investors who want a clear view of their portfolio without unnecessary clutter. Quickly understand your expected income, upcoming payments, portfolio allocation, currency exposure, and progress toward your income goals. Your portfolio data is stored locally on your device by default, giving you control over your financial information. Dividend Pilot does not provide financial, investment, accounting, or tax advice. Dividend amounts, dates, prices, yields, ACB values, withdrawal scenarios, and projections are estimates and should be verified against your brokerage records, tax records, or official company sources before making financial decisions.