Turn dividend inputs into a portfolio level view

Add one or more dividend-paying stocks, then calculate total annual dividend income, total investment, and weighted dividend yield. Use dividend growth rate and optional reinvestment to project dividends by year and see how compounding can change outcomes.

Portfolio tracking Yield and dividend income Growth and reinvestment Charts, compare, PDF export
Income
Annual dividend totals
Yield
Weighted portfolio yield
Projection
Yearly dividend chart

How to use the Dividend Yield Calculator

  1. 1

    Enter stock inputs

    Fill in stock name, price, shares, dividend per share, and dividend frequency.

  2. 2

    Set growth and years

    Enter dividend growth rate and projection years to model future dividend income.

  3. 3

    Choose reinvestment

    Enable reinvestment and set reinvestment rate to model compounding by adding shares over time.

  4. 4

    Add and calculate

    Add stocks to your portfolio and press Calculate Portfolio to see totals and charts.

Detailed guide and references▶

How to use the calculator

Add each stock with price, shares, dividend per share, frequency, dividend growth rate, and optional reinvestment. The calculator computes portfolio totals and draws charts for allocation, income, and projection over time.

Person analyzing stock market data
Use consistent inputs for price and dividend data to keep comparisons meaningful

Understanding dividend yield

Dividend yield measures annual dividend per share relative to stock price. Yield can change when dividends change or when price moves.

  • Dividend yield: (annual dividend per share / stock price) × 100
  • Annual dividend income: annual dividend per share × number of shares
  • Weighted yield: portfolio yield weighted by investment size

Key formulas used

  • Total investment: price × shares
  • Annual dividend per share: dividend per share × payments per year
  • Annual dividend income: annual dividend per share × shares
  • Dividend yield: (annual dividend per share / price) × 100
  • Weighted yield: Σ(investment × yield) / total investment
  • Projection: applies dividend growth rate each year, and optionally adds shares by reinvesting a portion of annual dividends
Banknotes and calculator on table
Use projection years to compare short-term income with long-term compounding

Practical tips

  • High yield can signal risk. Check dividend sustainability outside this tool.
  • Fixed stock price assumptions in projections are simplified. Real prices move.
  • Use scenarios to compare different reinvestment rates and dividend growth assumptions.

FAQs

Can the calculator handle multiple stocks?▶

Yes. Add multiple stocks to build a portfolio and calculate totals and weighted yield.

Does it include taxes or fees?▶

No. It estimates gross dividends and does not include withholding taxes, brokerage fees, or other costs.

How accurate are projections?▶

They are simplified projections based on constant assumptions for price and growth inputs. Real dividends and prices can change.

What does reinvestment do in this tool?▶

It uses a share of annual dividends to purchase additional shares using the stock price input, increasing future dividends.

Key takeaways

  • Dividend yield is a simple ratio and can change when price or dividends change
  • Total dividend income depends on shares and payment frequency
  • Weighted yield helps you understand portfolio level yield, not just single stocks
  • Dividend growth rate and reinvestment can change long-term outcomes
  • Projections are estimates and do not include taxes or market price changes

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Calculator

Enter stock inputs, add to portfolio, then calculate portfolio results

These results are for reference only and were developed for educational purposes. Review the source code for logic details.

Portfolio

Stock name Price ($) Shares Dividend ($) Frequency DGR (%) Reinvest Reinv. rate (%) Years Action

The results shown are for general reference only and may differ from actual dividend outcomes.