Product Demo · Pro workflow
How Pro users get the most out of DPP
Follow a Pro user's typical journey — from a blank portfolio to a live-tracked, AI-optimized, income-target-tuned setup. No sign-up needed to watch. Every step tells you both how and why it matters.
Step 1 of 119% complete
dividendportfolioplanner.com/portfolio/new
DPP/portfolio/new
Dividend Growth · Draft
4 tickers · Weights auto-normalized
Save draftRun backtest
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Allocation
SCHD
US Div Equity
40%
VYM
High Div Yield
25%
JEPI
Prem Income
20%
O
Realty Income
15%
+ Add ticker
Portfolio yield
4.4%
Safety
78 / 100
Reinvest dividends
Free · Step 1
Step 1
Design a dividend portfolio in under a minute
Get there: Sign in → Dashboard → New portfolio
Pick tickers, drag the weight sliders (or paste a CSV like `SCHD,40 · VYM,25 · JEPI,20 · O,15`). Toggle DRIP on if you want dividends to reinvest. Weights auto-normalize to 100% so you never fight the math.
Why this matters
Skip the spreadsheet. Get from idea to testable portfolio in the time it takes to make coffee — the mechanical work of building a scenario is now a slider drag.