Portfolio Health Check
How healthy is your income portfolio?
Your score measures four dimensions of income portfolio health: how diversified your holdings are, how evenly income spreads across the year, whether any single position dominates, and whether your dividends are growing. Add your ETFs and allocations to see where you stand.
Income Portfolio Health Score
3 holdings across 2 categories.
Income distributed across all 12 months.
Largest holding: 33%. Top category: 67%.
Weighted dividend growth rate: 6.4% per year.
Monthly Income Distribution
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Free tier includes: 1 portfolio, 90-day history, income tracking, payment calendar, 1 goal.
Create Free Accountarrow_forwardThis tool is for educational and informational purposes only. It does not constitute financial advice. Past performance does not guarantee future results. Consult a qualified financial advisor for personalized advice.