Income forecast
Estimate annual and average monthly income from current share counts and distribution data.
Broker-specific dividend tracking
Charles Schwab Dividend Tracker
Turn your Charles Schwab holdings into a forward-looking dividend view. See estimated monthly and annual income, upcoming distributions, and portfolio-level concentration in one place.
Connect through Plaid or SnapTrade, or upload a Schwab positions CSV.
From positions to income
What Dividend Vision adds
Brokerage statements show what you own. Dividend Vision organizes those holdings around the income questions investors ask next.
Payment timing
See expected distribution timing across monthly, quarterly, and weekly payers.
Portfolio context
Review yield, diversification, and income concentration across imported accounts.
Three steps
Import Charles Schwab holdings
Choose an available Plaid or SnapTrade connection for syncing, or upload a Schwab positions CSV for a file-based start.
Choose an import
Open the portfolio connection flow and select the supported option you prefer.
Review holdings
Confirm symbols and share counts before using them in portfolio calculations.
Track income
Use the dashboard and calendar to monitor estimates as holdings change.
Read-only by design
Your account stays at Charles Schwab
Dividend Vision reads supported portfolio data for analysis. It cannot place trades, move money, or change your brokerage account.
No trading access
The tracker is for portfolio analysis and dividend planning—not execution.
Connection choices
Connection availability can change. File or manual entry remains available where described above.
Common questions
Charles Schwab tracker FAQ
Can Dividend Vision track Charles Schwab?
Dividend Vision supports Schwab connections through Plaid or SnapTrade and also accepts Schwab positions CSV files.
Can it trade in my account?
No. Dividend Vision uses read-only portfolio data and cannot place trades or transfer funds.
Are income totals guaranteed?
No. They are estimates based on current holdings and distribution data. Companies and funds can change or suspend payments.
See your Charles Schwab dividend picture
Import holdings, review the result, and start planning around estimated income.
Get started