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Portfolio Income Yield Calculator

Calculate the income generated by multiple investments, your weighted portfolio yield, after-tax cash flow, and the portfolio size needed for a target income.
Your Income Portfolio
Income Holding 1
Holding Name
Current Value
Annual Income Yield (%)
Income Holding 2
Holding Name
Current Value
Annual Income Yield (%)
Income Holding 3
Holding Name
Current Value
Annual Income Yield (%)
Income Holding 4
Holding Name
Current Value
Annual Income Yield (%)
Income Holding 5
Holding Name
Current Value
Annual Income Yield (%)
Income Holding 6
Holding Name
Current Value
Annual Income Yield (%)
Income Target
Estimated Income Tax Rate (%)
Target Annual Portfolio Income
Estimated Annual Portfolio Income
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Enter at least one income-producing holding