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Your portfolio,
under control.

Cadances is a portfolio tracker. It tracks your stocks, ETFs, bonds, crypto and commodities, and reports their performance, dividend income, tax exposure and allocation drift.

Discover Cadances

Track your dividends.
See what's coming next.

Track dividends received, expected payments and how your income is spread across the year.

  • 12 months on one grid
  • 60 days of payments ahead
  • Any currency, one total
CadancesMain portfolioSearchMJ
Dividends

$612.40 this month

Up +13.8% on last month. Next payment in 6 days.
CalendarHistoryForecast
Trailing 12 months
$6,186
This month
$612.40+13.8%
Forward yield
3.84%
Yield on cost
4.62%

Your year

received and expected
Jan$1,237
Feb$1,250
Mar$2,724
Apr$1,149
May$1,241
Jun$2,928
Jul$1,303
Aug$1,153
Sep$2,736
Oct$1,335
Nov$1,427
Dec$3,070

A brighter square is a heavier day.

Coming up

next 60 days
  • O Realty Income30 Oct$118.50Pay
  • JNJ Johnson & Johnson1 Nov$111.90Ex-div
  • ASML ASML Holding7 Nov ≈ estimated$57.60Pay
  • PG Procter & Gamble11 Nov$78.60Ex-div
  • ABBV AbbVie20 Nov$135.50Pay

Track your performance
against the market.

Compare your returns with the S&P 500 and MSCI Europe.

  • Time-weighted
  • Money-weighted
  • Sharpe
  • Max drawdown
  • Volatility (σ)
CadancesMain portfolioSearchMJ
Portfolio

Performance

Time-weighted, net of fees, in USD
1M3M6M1Y2Y
Sharpe · 1y
1.34
Sortino 1.81
Max drawdown
-6.4%
recovered May 25 · β 0.92
Volatility (σ)
12.4%
vs 10.8% benchmark

Cumulative total return

vs S&P 500 and MSCI Europe
Your portfolio+34.2%S&P 500+26.8%MSCI Europe+14.1%

Understand your risk.
Track your allocation.

Review holding safety scores and check your portfolio against the allocation limits you set.

  • No sector over 25%
  • No holding over 15%
CadancesMain portfolioSearchMJ
Portfolio

Risk and allocation

10 holdings across 7 sectors and 5 countries
SectorCountryAsset type

Allocation

by sector
7sectors
  • Real Estate24.6%
  • Healthcare23.8%
  • Consumer Defensive19.4%
  • Technology13.0%
  • Financials8.6%

Allocation rules

checked nightly
No sector over 25%Near limit
Healthcare 23.8%only 1.2% to spare
No holding over 15%Breached
Realty Income 16.9%1.9% over the limit

Holdings

safety graded
HoldingSectorValueGainYieldSafety
ORealty IncomeReal Estate$29,176+8.8%5.37%A
JNJJohnson & JohnsonHealthcare$15,994+11.3%3.13%A+
ASMLASML HoldingTechnology$15,343+44.5%0.75%A
ABBVAbbVieHealthcare$14,779+25.5%3.67%A
PGProcter & GambleConsumer Defensive$12,968+12.0%2.42%A+

Estimate your tax
and spot the reclaims.

Estimates that follow the treaty between where you live and where you are paid.

  • 34 countries of residence
  • Treaty rates, already applied
  • Pre-filled forms on Elite and Ultimate
CadancesMain portfolioSearchMJ
Tax

Withholding and filing

Figures in your filing currency (USD)
202420252026
WithholdingProjected declarationAccountant

Withholding by source country

tax year 2026
CountryCurrencyGrossRateNet kept
United StatesUSD$3,245.1015%$2,758.33
NetherlandsEUR$892.4015%$758.54
GermanyEUR$634.8026.375%$467.31
SwitzerlandCHF$442.4035%$287.56Reclaimable
CanadaCAD$280.6015%$238.51
Total$5,495.30$4,510.25

Documents

for your accountant
  • PDFTax overview 20261.2 MB
  • PDFTax form 1040310 KB
  • XLSXTax pack workbook840 KB
  • CSVDividends and gains96 KB

Pre-filled official forms come with Elite and Ultimate, where the country supports them.

Gross dividends
$5,495.30
Withheld at source
$985.05
Net kept
$4,510.25

Choose the plan that
fits how you invest.

No hidden conditions and no sales calls. Cancel at any time. Every account starts on the Free plan, with no credit card required.

Free
Free

One portfolio, tracked for free.

  • 1 portfolio, up to 15 holdings
  • Watchlist of up to 1 tickers
  • Calendar, 12-month forecast, multi-currency
  • Performance vs benchmarks, diversification
Lite
$6.99/ month

Unlimited holdings and broker sync for one portfolio.

  • 1 portfolio, unlimited holdings
  • Watchlist of up to 5 tickers
  • Calendar, 12-month forecast, multi-currency
  • Performance vs benchmarks, diversification
  • Broker sync
Elite
$29.99/ month

Tax reporting, alerts and priority data for advanced investors.

  • 10 portfolios, unlimited holdings each
  • Watchlist of up to 20 tickers
  • Withholding report and tax filing
  • Dividend & risk alerts
  • Priority data
  • Up to 20 automation rules
Ultimate
$49.99/ month

Everything in Elite, with our highest limits.

  • Everything in Elite
  • Unlimited portfolios and holdings
  • Watchlist of up to 50 tickers
  • Unlimited automation rules

Why investors choose Cadances

    • Forward yield ≥ 3%
    • Payout ratio ≤ 60%
    • 5-year dividend growth ≥ 5%
    • Safety score ≥ 70
    Stock screener

    Explore beyond your portfolio.
    Screen on your own terms.

  • All in one place

    All your accounts.
    One clear overview.

  • Gross$1,240
    Foreign tax-$186
    Residence tax-$162
    You keep$892
    What you keep

    Your dividend income,
    with tax estimated.

  • 42/100
    Cut riskPayout 96% of earnings
    Dividend safety

    Spot dividend risk.
    Know where to look closer.

    • No holding over 5%On track
    • No sector over 25%Near limit
    • Crypto under 5%Breached
    Stay balanced

    Set your limits.
    Know the moment you drift.

What else Cadances does

Annual dividend calendar

Your dividend year on a single page.

Ex-dividend and payment dates for the next 12 months, with estimates where dates are not yet announced.

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Income distribution

See how your income is spread across the year.

Spot months with little or no dividend income and see how regular your payments are.

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Reports

Weekly, monthly and annual portfolio reports.

Review your returns against the market, dividends received and risk measures for each completed period.

WeeklyMonthlyAnnual
You+3.4%
S&P 500+2.3%
MSCI Europe+1.6%
Alerts

Keep up with changes in your portfolio.

Get alerts for ex-dividend dates, dividend cuts, concentration and potentially reclaimable tax. Search your inbox, snooze alerts or mute them.

KO ex-date in 2 days
Ex-dateCoca-Cola · $48.20
VOD cut its dividend by 40.0%
DividendVodafone · $0.045
NVDA is 22% of your portfolio
ConcentrationNVIDIA · $12,480

Coming soon

Your portfolio,
on your phone.

iOSAndroid
9:41
Tracker
Holdings
Calendar
Income
Prices delayed 15 minutes. Learn more
By next pay-date
AppleAAPL
$201.56▲ 0.93%
MicrosoftMSFT
$492.27▲ 0.44%
Realty IncomeO
$55.18▼ 0.63%

Start tracking your
portfolio today.

Start with a free account, no credit card required. Add your holdings or import a broker file. Cancel a paid plan at any time.