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Track and understand what you own — cost basis, total return, allocation and real diversification, without a fragile spreadsheet.
Tools these guides use
How much capital a $500, $1,000 or $2,500 monthly dividend income needs — across yields from 3% to 4.5%, before and after tax, with and without reinvesting.
Yield on cost versus current yield, the only date with a deadline, what makes a dividend safe, and how much capital a monthly income actually needs.
Add up what you own, subtract what you owe — plus what counts, what does not, and why the monthly trend tells you far more than the number itself.
How is capital gains tax calculated in the US? Learn short-term vs. long-term rates, wash-sale rules, and how to report stock and crypto sales.
How does a 401(k) employer match work? Learn contribution limits, vesting rules, tax choices, and strategies to maximize your retirement savings.
Diversification is more than owning many stocks. Learn what real diversification looks like, how to measure your concentration, and how to fix it.
Stop guessing what your portfolio is worth. A simple system to track holdings, cost basis, gains and allocation — free, no spreadsheet.