Your portfolio,
under control.
Cadances is a portfolio tracker. It tracks your stocks, ETFs, bonds, crypto and commodities, and reports their performance, dividend income, tax exposure and allocation drift.
Discover Cadances
Track your performance
against the market.
Compare your returns with the S&P 500 and MSCI Europe.
Performance
Cumulative total return
vs S&P 500 and MSCI EuropeUnderstand your risk.
Track your allocation.
Review holding safety scores and check your portfolio against the allocation limits you set.
- No sector over 25%
- No holding over 15%
Risk and allocation
Allocation
by sector- Real Estate24.6%
- Healthcare23.8%
- Consumer Defensive19.4%
- Technology13.0%
- Financials8.6%
Allocation rules
checked nightlyHoldings
safety graded| Holding | Sector | Value | Gain | Yield | Safety |
|---|---|---|---|---|---|
 ORealty Income | Real Estate | $29 176 | +8.8% | 5.37% | A |
 JNJJohnson & Johnson | Healthcare | $15 994 | +11.3% | 3.13% | A+ |
 ASMLASML Holding | Technology | $15 343 | +44.5% | 0.75% | A |
 ABBVAbbVie | Healthcare | $14 779 | +25.5% | 3.67% | A |
 PGProcter & Gamble | Consumer Defensive | $12 968 | +12.0% | 2.42% | A+ |
Track your dividends.
See what's coming next.
Track dividends received, expected payments and how your income is spread across the year.
- 12 months on one grid
- 60 days of payments ahead
- Any currency, one total
$612.40 this month
Your year
received and expectedA brighter square is a heavier day.
Coming up
next 60 days
Estimate your tax
and spot the reclaims.
Estimates that follow the treaty between where you live and where you are paid.
- 34 countries of residence
- Treaty rates, already applied
- Pre-filled forms on Elite and Ultimate
Withholding and filing
Withholding by source country
tax year 2026| Country | Currency | Gross | Rate | Net kept | |
|---|---|---|---|---|---|
| United States | USD | $3 245.10 | 15% | $2 758.33 | |
| Netherlands | EUR | $892.40 | 15% | $758.54 | |
| Germany | EUR | $634.80 | 26.375% | $467.31 | |
| Switzerland | CHF | $442.40 | 35% | $287.56 | Reclaimable |
| Canada | CAD | $280.60 | 15% | $238.51 | |
| Total | $5 495.30 | $4 510.25 |
Documents
for your accountant- PDFTax overview 20261.2 MB
- PDFTax form 1040310 KB
- XLSXTax pack workbook840 KB
- CSVDividends and gains96 KB
Pre-filled official forms come with Elite and Ultimate, where the country supports them.
AI assistants
Works with the AI you already use
Claude, ChatGPT, Gemini and any assistant that speaks MCP
Ask your AI about your portfolio.
Connected in a minute.
Cadances speaks MCP. Pick the assistant you use and follow its steps.
- 1In claude.ai, open Settings, then Connectors.
- 2Choose Add custom connector and paste this server address.
https://www.cadances.com/api/mcp - 3Click Connect. On the Cadances page that opens, check the details and click Allow.
You stay in control It reads your data and changes nothing without your OK. You can disconnect it anytime in Settings. Included on Premium and above.
Coca-Cola, €137, Fri, Oct 23You stay in control It reads your data and changes nothing without your OK. You can disconnect it anytime in Settings. Included on Premium and above.
Choose the plan that
fits how you invest.
No hidden conditions and no sales calls. Cancel at any time. Every account starts on the Free plan, with no credit card required.
Why investors choose Cadances
- Forward yield ≥ 3%
- Payout ratio ≤ 60%
- 5-year dividend growth ≥ 5%
- Safety score ≥ 70
Stock screenerExplore beyond your portfolio.
Screen on your own terms.- All in one place
All your accounts.
One clear overview. - Gross$1 240Foreign tax−$186Residence tax−$162You keep$892What you keep
Your dividend income,
with tax estimated. - Cut riskPayout 96% of earningsDividend safety
Spot dividend risk.
Know where to look closer. - No holding over 5%On track
- No sector over 25%Near limit
- Crypto under 5%Breached
Stay balancedSet your limits.
Know the moment you drift.
Start tracking your
portfolio today.
Start with a free account, no credit card required. Add your holdings or import a broker file. Cancel a paid plan at any time.
