Dividend Income and Yield Calculator
Total entered holding distributions, calculate portfolio yield and scale a before-tax income target.
YOUR CALCULATION
Result
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Calculation steps
Work through one step at a time or reveal the complete calculation. The steps use your current inputs.
How to calculate
Multiply shares, payment size and payments per year for each holding. Divide total annual income by current market value for current yield.
Annual dividend=shares×dividend per payment×payments/year; yield=annual dividend/current value
Worked example
The sample holdings pay 200 and 240 annually: 440 on 9000 current value, a 4.88889% current yield.
Assumptions and input details
Entered distributions and prices are scenarios and can change. Monthly figures are annual/12 equivalents, not payment schedules. Target scaling keeps the current mix and payout assumptions, allows fractional shares and omits purchase fees. Optional withholding applies uniformly to gross distributions only; it does not establish final tax liability or national treatment. Blank means after-withholding income is unknown. No live market data or national tax rules are inferred. Enter consistent amounts in one currency unless explicitly stated otherwise.
Using this calculator
Can I enter my own problem?
Yes. Replace the example values with your own inputs. The result, calculation steps, tables and applicable diagrams update from those inputs. Blank or invalid values clear the result; example values are never silently substituted for missing inputs.
Are the results exact?
Results use floating-point arithmetic and displayed rounding. Read the formula, assumptions and any stated data precision before interpreting the result.
Is my input uploaded?
The calculation runs in your browser. No account, file upload or external AI service is required. Inputs are not saved between page reloads.
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