Sage review

Reviewed by iTechGuides Editors · Editorial team · Updated Nov 2026

Sage is an open-source, self-hosted investment portfolio tracker centered on dividend income. It suits individual investors who want a web-based view of past and expected payments, income forecasts, and portfolio composition while keeping records on their own machine. Users can import broker CSV files or add holdings manually, including custom holdings with user-entered prices. The app, API, and PostgreSQL database run together locally, so Sage is a fit for people comfortable managing a self-hosted setup rather than seeking a hosted account.

Its dividend tools combine received and predicted payments in a calendar and show forward income by payer and month. Projections cover the next twelve months and extend up to three years ahead. Beyond income tracking, Sage measures portfolio performance with time-weighted return and drawdown, and breaks diversification down by sector, country, asset class, and currency. CSV imports include column mapping and duplicate detection. These features give it a broader portfolio view than a calendar alone, though its focus remains tracking and projecting income rather than verified reinvestment modeling.

Sage is in public beta and licensed under AGPL-3.0. There is no Sage-hosted service or paid tier described, so setup requires self-hosting; that tradeoff makes it more suitable for technically comfortable solo users than investors looking for a managed app or mobile platform. Market data integrations include Yahoo Finance, EODHD, Twelve Data, and European Central Bank reference rates, but the default Yahoo Finance source is an unofficial client that may stop working. Choose Sage if local control and open-source dividend projections matter most; consider another option if you need a hosted service, mobile access, or a dependable default market-data connection.

Sage pros and cons

• Where it wins
  • Combines received and predicted payments in a dividend calendar
  • Projects dividend income up to three years ahead
  • Imports broker CSVs with column mapping and duplicate detection
• Where it doesn't
  • Requires self-hosting; no hosted service is described
  • Public beta means the product is still in beta
  • Default Yahoo Finance data source is unofficial and may stop working

Sage fact sheet, pricing and score →

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Last updated 14 Nov 2026 · How we research and update