About Hold

What this is

Hold is a dividend portfolio tracker for long-term investors who want to understand the income their holdings produce and when it arrives.

• Track stocks, portfolios, and cost basis in one place.
• Estimate annual, monthly, and daily dividend income from your holdings.
• See a dividend calendar built from payment schedules and ex-dividend dates.
• Model reinvestment scenarios with the DRIP simulator.
• Sync broker positions on the Pro plan instead of entering them by hand.

How it works

You add holdings yourself, import a CSV, or connect a broker through SnapTrade on the Pro plan. Hold stores the positions, cost basis, and assumptions attached to your account.

Market data — prices, annual dividend rates, yields, ex-dividend dates, names, exchanges, and currencies — is refreshed daily from Yahoo Finance, with CNBC, Barchart, and Barron's as fallbacks. Dividend income estimates multiply your share count by the annual dividend per share; monthly and daily figures are planning averages, not scheduled payments.

Payment dates come from available market data and do not cover every security. Estimates are only as good as the data and assumptions behind them: dividends can be increased, reduced, suspended, or eliminated, and a data source can lag or differ from an issuer's announcement.

Stripe processes subscription payments. Analytics are first-party and honor Do Not Track. Read the methodology for the full calculation and data-source detail.

Methodology and data sources

Why it exists

Income investors often end up maintaining a spreadsheet to answer a simple question: how much will this portfolio pay me, and when? The spreadsheet breaks when holdings change, payout schedules shift, or a position is sold.

Hold keeps that model in one place and shows its assumptions. It is designed to make the estimate inspectable rather than to issue a recommendation, and it deliberately does not connect to your brokerage for trading or place orders.

Who it is for

Built for: Long-term dividend and income investors who want to organize holdings and plan around expected payments.

Not for: Traders looking for signals, price targets, or trade execution. Hold is not investment, tax, or legal advice.

Hold is operated by Kanark LLC. Questions can be sent to info@kanark.com.