NewIntermediateExcel

Dividend Portfolio Navigator

Your retirement income command center — track holdings, project monthly dividend income, and build toward the payout goal that funds your life.

$39one-time purchase

Instant digital download
30-day money-back guarantee on every product.
Free lifetime updates to this version
Personal-use license included

Overview

Dividend Portfolio Navigator turns a list of holdings into a living income plan. The dashboard calculates everything from your Holdings and Transactions tabs: portfolio value, projected monthly income, progress toward your income goal, and exactly when your next dividend payments land.

Plan which months pay you well (and which don't) with the Income Planner and Dividend Calendar. Test whole-portfolio strategies against each other with Scenarios, simulate decades of reinvestment with the DRIP Simulator, and keep allocation honest with the Diversification tab.

Built for investors who want to see the income, not just the balance.

Features

What this tool does

Live dashboard: portfolio value, projected monthly income, goal progress, momentum
Upcoming dividend payment schedule at a glance
Monthly Income Planner — see strong and weak payout months
Dividend Calendar across all holdings
DRIP Simulator — model decades of reinvestment
Portfolio Builder and Diversification analysis
Scenario comparison for whole-portfolio strategies
Retirement tab connects your dividends to your retirement income plan

Benefits

What changes for you

See your money as income

Most trackers show a balance. This one shows what your portfolio pays you — monthly, by holding, and against the goal you're building toward.

Know when every payment lands

The dashboard lists your next dividend payments by date, ticker, and account, so income planning stops being guesswork.

Test strategies without risking a dollar

Scenarios and the DRIP Simulator let you compare approaches over decades before you commit real money.

Who it's for

Dividend and income-focused investors
Anyone building toward a monthly income goal
Retirees and near-retirees living on portfolio income
Investors consolidating multiple accounts into one view

Who it's not for

Day traders — this is a long-horizon income tool
Anyone wanting live price feeds; values update when you do

Honest fit matters more to us than a sale — that's what the 30-day guarantee is for.

What's included

Everything in the box

Excel workbook (.xlsx) — Mac, Windows & Excel for the web (Microsoft 365 recommended)
16 connected tabs, dashboard-first design
Settings tab to tailor accounts and goals
Free lifetime updates to version 1.x

Questions

Frequently asked questions

No — by design. You update values on your schedule, your data never leaves the file, and the workbook never breaks because a data feed changed.

No. Everything is pre-built — formulas, charts, and dashboards are ready to go. You only type into clearly marked input cells (they’re highlighted), and a Welcome tab walks you through setup in about ten minutes.

Yes. The workbook is a standard Excel file (.xlsx) that works on Mac, Windows, and Excel for the web. Microsoft 365 is recommended for the best experience.

The workbooks are designed and tested for Microsoft Excel. Google Sheets can import .xlsx files, but some advanced formulas and charts may not convert perfectly, so we don’t officially support Sheets at this time.

Completely. This is a file you own, on your computer. There’s no account, no cloud sync, and no data collection — your numbers never leave the workbook.

Every purchase includes a 30-day money-back guarantee. Email us and we’ll refund you — no hoops.

Version history

v1.0August 3, 2026
- Initial Merieva release

On the roadmap

Additional diversification views
Expanded scenario presets

Updates to this version are always free for existing customers.

Zero-risk purchase

30-day money-back guarantee on every product. Personal-use license included with every purchase. Commercial licenses available. Questions before you buy? We answer fast.

Pairs well with