Income and tax planning dashboard.
Real-time forecasting of your income and quarterly taxes.
Tributary connects to your brokerage accounts and projects your dividends, interest, and distributions by account type and tax treatment, so quarterly taxes never catch you off guard.
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).
Our Story
Why we built Tributary.
By any conventional metric, I was doing well. Years of work and investing had built income from a few different directions, and it had grown into something I was proud of.
But every quarter, the same thing happened: I'd realize a tax payment was due, scramble to come up with the number, and never feel sure it was right. It was always reactive, always last-minute, always a guess.
Here's the thing I wish I'd understood sooner: this isn't just a problem for people with big portfolios. If you expect to owe $1,000 or morethat isn't already covered by withholding, the IRS generally expects you to pay throughout the year, not just in April. That's a low bar, and it catches a lot of business owners, freelancers, and investors off guard.
I tried spreadsheets, but they were static, and income isn't. So, I brought together a team, including a world-class engineer, and we built Tributary to take the guesswork out of forecasting income and taxes.
Whether your money comes from a portfolio, a business, a side hustle, or all of the above, Tributary lets you forecast your income as it actually happens and see a clear picture of what you'll owe. Avoid IRS penalties, overpayments, and surprise interest charges, and stay in control of your taxes all year long.
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.