Core Dividend Portfolio
Delayed educational data · as of
Forecast · next 12 months
Holdings
- AAPLredacted· /yr
- JEPIredacted· /yr
- MSFTredacted· /yr
- SCHDredacted· /yr
- VYMredacted· /yr
Next payouts
- · JEPI
- · SCHD
- · VYM
- · JEPI
- · JEPI
Publish dividend income without position sizes
A public page and an embeddable card that show what your portfolio pays, with quantities, cost basis, and total value hidden if you want them hidden. Paid Card plans are still in early access.
Control the fields
Hide quantities, cost basis, total value, weights, or projected income before you publish.
Embed the live card
Use one iframe in a newsletter, blog, or profile page. The card updates from the same ledger.
Copying into Tracker stays off
Visitors can copy the card into Tracker only if you turn that on.
How Card works
- 01
Choose what your card shows
Set the public name, fields, and copy permission in Card settings.
- 02
Publish a hosted page
Your card gets a shareable URL and an iframe embed snippet.
- 03
The card follows the ledger
The forecast comes from your transactions and includes its as-of date.