Turn scattered dividend notices into a clear income calendar — Taskade Genesis builds a dividend tracker from one prompt so your AI agent can forecast annual income while you focus on the next investment.
What Is a Dividend Income Tracker?
A dividend income tracker records each holding's dividend history — payment date, per-share amount, yield, and total received — giving income investors a running tally of passive cash flow.
Why Use a Dividend Income Tracker?
Dividend investors often rely on brokerage PDF statements that don't aggregate across accounts. Taskade Genesis gives you a single, living income ledger.
- Calendar view — plot ex-dividend and payment dates so you never miss a reinvestment window using 7 project views.
- AI income forecasts — prompt the built-in agent to project next-12-month income based on current holdings and frontier AI models from OpenAI, Anthropic, and Google.
- Linked positions — connect dividend records to your main stock holdings via the Relationship field.
- Automated reminders — trigger a weekly email recap of upcoming ex-dates without writing code.
- No per-seat fees — share the workspace with a co-investor or CPA freely.
Who Should Use a Dividend Income Tracker?
- FIRE-focused investors building toward income replacement with dividend stocks.
- Retirees relying on dividend cash flow to cover monthly expenses.
- Dividend growth investors tracking yield-on-cost over time.
- Tax preparers who need a clean 1099-DIV reconciliation worksheet.
- Investment clubs pooling dividend data from multiple members.
How To Get Started
- Click Use Template to clone this tracker — it's live in your workspace within seconds.
- Add each dividend-paying holding: ticker, shares, dividend per share, and payment frequency in the Table view.
- Link holdings to your main portfolio database using Relationships.
- Create a Calendar view to visualize ex-dividend and payment dates across the year.
- Ask the AI agent to calculate your portfolio's weighted average yield and forecast quarterly income.
Passive income, actively organized. Discover more income-tracking templates in the Taskade community or browse AI apps.