Plan income from your holdings, estimate taxes and inflation, and compare the result with your monthly/annual income goal.
For educational and planning purposes only — not investment, tax, legal, or accounting advice.
Illustrative example
Illustrative year-10 result. Values are rounded; your results depend on the holdings and assumptions you enter.
Questions the forecast is built to answer
Use your holdings, planned contributions, dividend-growth assumptions, and reinvestment choices to forecast annual dividend income over time. You can also view it as a monthly equivalent, even when the holdings do not pay every month.
Where you hold an investment and how its dividends are taxed can change the answer. Income Pilot uses the account type, state, and tax details you provide to estimate the effect, with the assumptions available for you to review.
A future dollar may buy less than a dollar today. Income Pilot adjusts projected income for inflation so you can compare its estimated purchasing power with the monthly goal you set.
Dividend payments and inflation can change. With Full Access, explore modeled outcomes that include cuts, freezes, recoveries, and different inflation paths. See how often the simulated paths reach your income goal; they are scenarios, not predictions.
Behind the forecast
Built for supported U.S.-listed stocks, ADRs, and REITs.
Yield, dividend growth, contributions, DRIP, account and tax inputs, and inflation assumptions remain visible so you can review what drives the forecast.
Read how data, taxes, inflation, model assumptions, and forecast limitations are handled before you use the result in your planning.
Read the methodology →Start with your own portfolio