Dividend Tracker — Offline Portfolio App: Holdings, Dividend Income by Month, Yield on Cost, Watchlist | Prices You Type, No Account
Price:$15.14
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Highlights
📊 DIVIDEND TRACKER — what you hold, and what it has paid you.
It asks for no broker login and depends on no price feed, so nobody else can switch it off. You type what you hold, what it cost you, and each dividend as it lands, and it adds them up: the last 12 months of income, each month beside the year before, the yield on what you paid, and what each holding is up or down.
The trade is that it never looks a price up. You type a value per share and the date you checked it, and once that date is more than 30 days old it says so. If you want prices that move on their own, this is the wrong tool, and your broker's app already does that for free.
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📦 WHAT YOU'LL GET
• ONE APP IN ONE FILE, inside a ZIP. It opens in your web browser. Nothing to install, no account, and no internet connection needed.
• 5 SECTIONS: Dashboard, Income by month, Holdings, Payments and Watchlist.
• A DASHBOARD with the last 12 months of dividends, the yield on what you paid, recorded value against cost, and which values need checking.
• EXAMPLE ENTRIES, so you can see how it fits together before you start. They are made up, and not a suggestion. One button clears them, and saves a copy to your downloads first.
• BACK UP AND RESTORE to a file, and a light and a dark theme.
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✳️ WHAT IS INSIDE
• HOLDINGS — ticker, shares, what they cost you in total, and a value per share with the date you checked it. Each row shows its value, up or down in money and per cent, what it paid in the last 12 months, and its yield on cost.
• PAYMENTS — one line per dividend, as it landed, with any tax withheld as your statement shows it. The same fund held in two accounts stays as two holdings, and no payment is counted twice.
• INCOME BY MONTH — each month of a year beside the same month the year before, the change, and the year's total, with what each holding paid. Step back through earlier years, or print it.
• WATCHLIST — what you would buy and at what price, beside the price you last typed. It marks the ones at or under your price.
• NEEDS ATTENTION — a holding with no value, a value more than 30 days old, and a watchlist price reached.
• SEARCH across everything, in euro, pounds, or US, Canadian, Australian or New Zealand dollars. One currency at a time: type each value as your broker shows it in yours.
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🎯 PERFECT FOR
• Living partly on dividends, and wanting each month's income in one place, beside last year's
• Shares, ETFs and funds spread across more than one broker, where no single app shows the total
• Keeping every payment's withheld tax in one list, as your statements show it
• A watchlist you keep yourself, at prices you checked
⚠️ WHAT IT IS NOT:
• IT IS NOT LIVE. It never looks up a price, a dividend or an exchange rate. Every figure is one you typed, and each value carries the date you checked it.
• IT IS NOT ADVICE. It records and adds up. It has no view on what to buy, hold or sell.
• IT DOES NO TAX. It keeps the tax withheld that your statement shows. It does not work out what you owe, in Ireland or anywhere else.
• IT DOES NOT CONNECT TO A BROKER OR A BANK. Nothing is imported: you type each holding and each payment.
• YOUR ENTRIES STAY IN THAT BROWSER, ON THAT COMPUTER. There is no account and no sync, so nothing moves between devices by itself. To move your entries, back up to a file and restore it on the other one. Clearing the browser's data clears your entries too, which is why Back up sits in the top bar.
• IT IS NOT AN APP FROM AN APP STORE. It is one file you keep on your computer and open in your browser. It is made for a computer; opening a downloaded file on a phone differs from phone to phone.
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💾 FILE DETAILS
• 1 ZIP file, holding the app (a single HTML file of about 190 KB), a picture guide to every part of it (PDF), and a short Start here note
• Extract the ZIP before you open the app, and keep the file in one place: your entries belong to it
• Opens in a web browser on a computer
• Works offline. It makes no internet connection and sends nothing anywhere
• Fonts embedded; nothing to install
• Not tied to a year: the last 12 months and the income by month count from the date on your computer
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📥 HOW IT WORKS
1. Buy, and the ZIP is available immediately
2. Download from your Etsy Purchases page, or the emailed link, and extract the ZIP (on Windows, right-click and choose Extract All)
3. Keep the file somewhere it will stay, such as Documents, and double-click it
4. Look round the example, then choose Start my own
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⚡ INSTANT DELIVERY
Your file is available the moment payment clears.
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💬 CUSTOMER SUPPORT
Something not opening, or not saving? Message me and I will sort it out. I answer every message.
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🛠 HOW THIS WAS MADE
The app is built by my own software, from source written for WendL Studio. No purchased template, no third-party code and no stock design. It makes no internet connection, and the build checks for that before it will write the file. The fonts are open-licence and embedded, so it looks the same on any computer. Each release is produced from a versioned build, so I can tell you exactly which version made your file.
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🌟 What you hold and what it has paid you, added up on your own computer, and nobody else's.
⚠️ NOTE: The app starts with made-up example entries so you can see how it works. They are not yours and not a suggestion, and one button clears them. This is a digital download. No physical item is posted. For your own use; please do not resell, share or redistribute the file.
🇪🇺 EU BUYERS — This is digital content, delivered immediately. By completing your purchase you ask for immediate delivery and acknowledge that you lose your 14-day right of withdrawal once the download starts.
📝 Designed by WendL Studio.
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