Forecast Planner

This forecast is based on the public portfolio IBKR Public. View holdings and portfolio details. Amounts in USD. Changing forecast assumptions does not change the portfolio.
Simulate future stock value and dividend income based on portfolio value, yield, growth rate, contributions, and reinvestment strategy.

Try a temporary portfolio

Add up to 10 tickers and the number of shares you would buy on one purchase date. No account or saved portfolio needed. All amounts and contributions are in USD.

Clear / manual forecast
Forecast Parameters
IBKR Public
Optional: prefill the form using an existing portfolio.
$
#
Set a start value using Price x Amount.
Optional: if set, overrides the starting yield calculation.
Clear
Forecast Output

Scenario summary based on the current inputs.

This forecast is based on public portfolio IBKR Public.

MY IBKR Public portfolio

  • Portfolio Value: USD 70,180.50
  • Starting Cost Basis: USD 44,349.70
  • Dividend Yield: 2.2%
  • Starting annual dividend: USD 1544.15
  • Dividend Growth: 7.03%
  • Price Growth: 9.34%
  • Annual Contribution: USD 0
  • Portfolio: IBKR Public
  • Reinvest Dividends: Yes
  • Dividend-Cut Drawdown Mode: No
How this forecast is modeled:
  • Growth rates are annualized.
  • Annual contributions and dividend reinvestment are applied once at the end of each year.
  • Starting annual dividend ($) overrides the starting yield (%).
  • Starting cost basis is used for Yield on Cost and Total Cost Basis; portfolio start value is used for market value growth.
Final Portfolio Value
USD 205,504.34
after 10 years
Total Cost Basis
USD 67,875.19
External Capital
USD 44,349.70
Reinvested Dividends
USD 23,525.49
Total Dividends Earned
USD 23,525.49
Price Return
USD 137,629.15
Yield on Cost
5.20%
Last Year Dividends
USD 3,356.61
Forecast Table
YearPortfolio Value (USD)Total Cost Basis (USD)Price Return (USD)Annual Price Gain (USD)Annual Dividends (USD)Cumulative Dividends (USD)Yield on Cost (%)
178,279.5145,893.8532,385.666,554.861,544.151,544.153.48%
287,276.7847,579.8139,696.967,311.311,685.963,230.113.67%
397,268.4649,419.8447,848.628,151.651,840.035,070.143.87%
4108,360.6951,427.2056,933.499,084.872,007.367,077.504.06%
5120,670.6053,616.2267,054.3810,120.892,189.029,266.524.26%
6134,327.4356,002.4278,325.0111,270.632,386.2011,652.724.45%
7149,473.7558,602.5690,871.1912,546.182,600.1414,252.864.64%
8166,266.8061,434.75104,832.0413,960.852,832.2017,085.054.83%
9184,879.9464,518.58120,361.3615,529.323,083.8320,168.885.02%
10205,504.3467,875.19137,629.1517,267.793,356.6123,525.495.20%

Forecast Planner FAQ

What does the forecast planner estimate?

It estimates future portfolio value, annual dividends, cumulative dividends, yield on cost, and reinvested dividend effects from the assumptions entered in the form.

Which assumptions matter most?

Starting value, current yield, dividend growth, price appreciation, contribution amount, and reinvestment choice drive the forecast. Small annual changes can compound into large long-term differences.

Can this use a real portfolio?

Logged-in users can prefill values from a portfolio. The public calculator also works from manual inputs or ticker-based starting assumptions.

Can I use it as a stock planner?

Yes. You can test price appreciation, dividend growth, cash contributions, and reinvestment assumptions to compare long-term stock planning scenarios.

Is this investment advice?

No. The forecast is a scenario model for dividend research. It does not predict company-specific dividend cuts, valuation changes, taxes, fees, or future market returns.