Portfolio Income Calendar
Calendar assumptions
This planner does not look up dividends or payment dates. Enter the annual dividend per share and a repeating payment pattern you want to model.
12-month income summary
Income holdings
Annual dividend per share is divided evenly across the selected payment frequency. The anchor month defines one month in that repeating payment pattern.
| Holding | Shares | Annual dividend / share | Payments / year | Anchor month | Actions |
|---|---|---|---|---|---|
Monthly income calendar
Each payment is modeled from the annual dividend assumption divided by the selected payment frequency. Dates are month-level planning assumptions, not sourced company payment dates.
| Month | Income | Modeled payments |
|---|---|---|
| Oct 2026 | $0.00 | No modeled payment |
| Nov 2026 | $0.00 | No modeled payment |
| Dec 2026 | $50.00 | Holding 1 $50.00 |
| Jan 2027 | $0.00 | No modeled payment |
| Feb 2027 | $0.00 | No modeled payment |
| Mar 2027 | $50.00 | Holding 1 $50.00 |
| Apr 2027 | $0.00 | No modeled payment |
| May 2027 | $0.00 | No modeled payment |
| Jun 2027 | $50.00 | Holding 1 $50.00 |
| Jul 2027 | $0.00 | No modeled payment |
| Aug 2027 | $0.00 | No modeled payment |
| Sep 2027 | $50.00 | Holding 1 $50.00 |
Holding-level income
| Holding | 12-month income | Income share | Amount / payment | Repeating payment months |
|---|---|---|---|---|
| Holding 1 | $200.00 | 100% | $50.00 | Mar, Jun, Sep, Dec |
Calendar-period subtotals
| Period | Income |
|---|---|
| 2026-Q4 | $50.00 |
| 2027-Q1 | $50.00 |
| 2027-Q2 | $50.00 |
| 2027-Q3 | $50.00 |
| 2026 | $50.00 |
| 2027 | $150.00 |
What this planner assumes
The model treats your annual dividend-per-share input as a full-year amount and divides it evenly across the selected frequency. Quarterly payments are therefore modeled three months apart, semiannual payments six months apart, and annual payments once per year. The anchor month determines the repeating month pattern.
This is a planning calculator, not a dividend forecast or company-data feed. It does not predict dividend raises or cuts, special dividends, exact ex-dividend dates, exact payment dates, taxes, foreign withholding, currency conversion, or reinvestment. If you want to model a changed dividend, update the entered annual dividend assumption yourself.
How this differs from the Dividend & DRIP Calculator
The Dividend & DRIP Calculator focuses on one investment's long-run dividend growth, reinvestment, yield on cost, and income targets. The Portfolio Income Calendar instead combines multiple holdings into one month-by-month cash-income schedule using the payment patterns you enter.