About
A free, open-source dividend tracker that runs on your own computer.
DividendCase
DividendCase helps you follow the dividends your investments pay: what came in, what's coming next, and how safe and fast-growing each payer is. It is built for people who invest for income and want their records in their own hands.
There is no account and no server of ours in the middle. The app runs on this computer, keeps everything in one file here, and fetches market data straight from Yahoo Finance.
Your holdings, watchlists and settings never leave this computer. The only requests the app makes are for market data, and they come from here.
What it does
Stock pages
Ten years of dividends, TTM yield, a safety score, dividend growth and growth streaks for any stock Yahoo Finance knows.
Holdings
Every purchase as its own lot, in any currency, with value, dividends received and a benchmark comparison.
Income calendar
The next 12 months of expected dividends, month by month.
Screener
Dividend payers from the S&P 500, NIFTY 50, TSX 60, FTSE 100, ISEQ 20, ASX 200 and high-yield groups.
Watchlists
Up to four lists of stocks you're keeping an eye on.
Compare
Up to four stocks side by side.
DRIP calculator
What reinvesting dividends does over the years.
Excel in and out
Import purchases from a spreadsheet, export everything, or download a report.
How the numbers are worked out
Every figure is calculated on this computer from the dividend history and prices stored here.
- TTM yield
- Dividends paid in the last 12 months divided by the latest price, as a percentage. The latest price is the share price on the most recent dividend date. Projected yield instead takes the latest payment times the number of payments a year.
- Payment frequency
- Worked out from the average gap between payments: under 45 days is monthly, under 120 quarterly, under 270 half-yearly, otherwise yearly.
- Dividend growth (CAGR)
- The compound yearly growth of the total dividend per share over 3, 5 and 10 years, ending with the last full year. The current year is left out because it isn't finished.
- Growth streak
- Full years in a row in which the yearly dividend was at least 98% of the year before. The 2% tolerance stops small currency or rounding dips from breaking a streak.
- Consistency score
- 0 to 100: how steady the yield of each payment has been. It is 100 × (1 − coefficient of variation), so a yield that barely moves scores close to 100.
- Safety score
- 0 to 100, built from five parts:
- 40%consistency score
- 25%growth streak, full marks at 10 years
- 15%length of history, full marks at 10 years of data
- 10%no cuts in the last five full years (a cut is a drop of more than 5%; one cut gives half marks)
- 10%yield level: full marks under 8%, half under 15%, none above, since very high yields are often cut
- Income calendar
- Each stock's next payments are projected from its last payment date and frequency. The amount is your shares times the last dividend per share, so a raise or a cut shows up after it is paid.
- Holdings and benchmark
- Holdings are valued at the price on each stock's latest dividend date. The benchmark line puts the same total into the market's index (the S&P 500 for US stocks, for example) from the year of your first purchase, and counts its dividends too. Amounts in different currencies are never converted.
Where the data comes from
Prices, dividends and company details come from Yahoo Finance through the open-source yfinance library. Your computer fetches them for your own use; DividendCase never ships or shares market data, so every installation collects its own.
While the app is open it keeps data current in the background: your holdings and watchlist stocks when it starts and every day, and the screener's stocks every week, about one stock a second, pausing whenever Yahoo Finance asks it to. The Data page shows progress.
Not financial advice
DividendCase is for information only. Past dividends don't guarantee future ones, projections are estimates, and data from Yahoo Finance can be late or wrong. DividendCase is not affiliated with Yahoo. Do your own research, and speak to a qualified adviser before making investment decisions.
Open source
DividendCase is free software under the GNU AGPL, version 3 or later. You can read the code, change it and share it under the same terms. The DividendCase name and logo are not covered by the licence.
Who makes it
Pratik Barve, a data engineer and Python developer. With a background in physics, astronomy and data science, he enjoys diving deep into complex topics, runs computational physics and astronomy workshops, and is an avid stargazer.