Investment Income Dashboard
Know what your portfolio pays you.
Tributary connects to your brokerage accounts and projects your investment income forward: dividends, interest, and distributions, broken down by account type and tax treatment.
How It Works
Connect once. See everything.
Connect Your Accounts
Link your Fidelity account securely via OAuth. Tributary gets read-only access to your holdings. It can never place trades or move money.
We Sync Your Holdings
Tributary pulls your current positions and enriches each security with dividend yield, payout schedule, and income classification from our securities database.
See Your Income Stream
Your dashboard shows projected annual and monthly income, broken out by account type (IRA, Roth, taxable) and income treatment (qualified, ordinary, tax-exempt).
Built for income investors
Everything you need. Nothing you don't.
Forward Income Projections
See projected annual and monthly income based on current holdings and dividend schedules, not last year's 1099.
Monthly Income Calendar
Visualize when income actually hits throughout the year. Monthly payers vs. quarterly vs. annual distributions, laid out clearly.
Tax Treatment Breakdown
Every income stream is classified: qualified dividends, ordinary income, tax-exempt interest, return of capital. Know your actual after-tax picture.
Real-Time Sync
Holdings update automatically when your positions change. No manual imports, no CSV uploads, no stale data.
Read-only access. Always.
Tributary uses OAuth to connect to your brokerage. We can read holdings and account balances. We cannot place trades, transfer funds, or modify your account in any way.
Dashboard Preview
Your income at a glance.
Projected Annual Income
$24,180
across all accounts
Avg. Monthly Income
$2,015
based on current holdings
Qualified Dividends
68%
of total projected income
Tax-Exempt Income
$3,240
muni bonds & tax-exempt funds
Monthly Income Distribution
Know your income stream.
Built for serious income investors.