iPhone, iPad and Apple silicon Mac
PayoutRange shows what your dividend portfolio pays this year, when it pays, and a range of where it could go over 10 to 40 years. You enter the figures from your broker. The app does the math on your phone.
Features
Each figure comes from numbers you enter or import, and the assumptions behind it are listed in the app.
Estimated annual dividends, with yield on cost shown next to current yield. Quick share adjustments keep a buy and sell ledger, so cost basis stays right. Optional market data can fill price, dividend and dates; anything you type wins, and Manual entry turns lookups off.
Yield on cost | Current yield | Cost basis
Record each payment as it lands and keep a running total for the year.
Year to date
A month calendar with ex-dividend, record, pay and declaration days, and a year view of cash by month. Export to your calendar, with an optional reminder the day before an ex-dividend date.
Cash by month
Track progress toward a monthly income goal against what the portfolio is expected to pay.
Goal progress
A Dividend income widget shows estimated annual income and the next pay date.
Home Screen
The Plan runs a Monte Carlo simulation and draws bands, low, likely and high, instead of a single line. The run count is always shown. Free runs 1,000 simulations; Pro runs 10,000.
10 to 40 years | Low, likely, high
Save a scenario and return to it. Pro keeps five and compares them.
1 free | 5 Pro
Import holdings from a broker CSV and back up everything to one file. CSV export is part of Pro.
CSV | Backup file
Import holdings from a screenshot of your broker. It is read on your device by Apple's on-device text recognition, and the picture is not stored.
Read on device
Formulas and assumptions are listed in the app, so you can check how a range was made.
Not a black box
Screens
Sample portfolio, illustrative only.
Free and Pro
Free keeps the calculator, the Calendar and the Plan, with every figure before tax. Pro is $49.99 per year, with a 7-day free trial, or $5.99 per month.
$49.99 a year after a 7-day free trial, or $5.99 a month. Payments are handled by Apple.
| Feature | Free | Pro |
|---|---|---|
| Price | $0 | $49.99 per year or $5.99 per month |
| Holdings | Up to 15 | Unlimited |
| Portfolios | 1 | A second portfolio |
| Simulation runs | 1,000 | 10,000 |
| Saved scenarios | 1 | 5, with scenario compare |
| Figures | Before tax | After tax everywhere: Portfolio, Calendar and Plan |
| Spending rules | None, dividends only, fixed amount | Adds fixed percent, floor and ceiling, and guardrails |
| Simulation options | Chance and size of a dividend cut | Adds the dividend cut model (cuts follow bad years, years to recover), fat-tailed returns, variable inflation |
| Analysis | Not included | Year-by-year table, what changes the answer most, income bands |
| Export and import | Holdings from CSV or screenshot | Adds CSV export, transaction and dividends-received import, backup restore, PDF report |
Payment is charged to your Apple Account at confirmation of purchase. A subscription renews automatically at the same price unless auto-renew is turned off at least 24 hours before the end of the current period. Any unused part of a free trial is forfeited when you subscribe. Manage or cancel in your Apple Account settings.
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Planning estimate. Not advice. PayoutRange provides educational estimates from numbers you enter. It is not investment, tax or legal advice, and it does not execute trades or connect to a brokerage. Simulated runs do not predict future results.