Portfolio Tracking
Track unlimited portfolios with real-time valuations, dividend income, cost basis, and capital gains.
The all-in-one platform for dividend investors — portfolio tracking, income forecasting, dividend safety scoring, and AI-powered stock and portfolio analysis. Free plan available. Paid plans from $9/mo.
Powerful tools to track, analyze, and grow your dividend income.
Track unlimited portfolios with real-time valuations, dividend income, cost basis, and capital gains.
See upcoming dividends on a monthly calendar — ex-dividend dates, payment dates, and amounts at a glance.
Compare your portfolio's total return against the S&P 500 with cost-basis-aware time-weighted returns.
Get notified when a stock hits a target price, yield threshold, or 52-week extreme — across your holdings and watchlist.
Screen 18,000+ dividend stocks — Kings, Aristocrats, REITs, monthly payers, and 3,400+ top funds.
A transparent 0–100 quality score built from 5 pillars: profitability, cash flow, financial strength, growth, and predictability.
Star stocks you're researching and compare dividend, valuation, and safety metrics side by side.
Curated headlines for your holdings and watchlist — earnings, dividend announcements, and analyst actions.
Visualize sector and country allocation, set rebalance targets, and surface drift before it bites.
DRIP simulator, yield-on-cost, future-value projections, and a goal-based dividend income planner.
Import from Schwab, Fidelity, Vanguard, Robinhood, or any CSV. Premium plans add automatic brokerage sync.
Generate a read-only public link to your portfolio snapshot — share progress without exposing live holdings.
Six AI tools that read your real fundamentals — not generic chatter. Ask in plain English, get analyst-grade answers.
Type "REITs yielding 5%+ with 10-year dividend streaks" and get a ranked list instantly — no filter clicking required.
A per-stock writeup that synthesizes 90+ metrics into a concise bull case, bear case, and dividend verdict.
A written health report covering concentration, dividend safety, yield-vs-growth balance, and three priority action items.
The 0–100 quality score explained in plain English — which of the 5 pillars are driving it and what would improve it.
Same-day AI summary of earnings releases for your holdings — what changed and how it affects the dividend.
Before earnings drop, get a personalized "what to watch for" — guidance, KPIs, and dividend coverage estimates.
All AI tools are included in Premium. Your portfolio data is never used to train models or shared with third parties.
A powerful dashboard built for dividend investors.
Your portfolio at a glance — total value, dividend income trends, and upcoming payouts.
Drill into any portfolio — see every holding with real-time valuations and dividend metrics.
The holdings table that does the math for you — equity, yield-on-cost, and forward annual dividend income for every position at a glance.
Spot concentration risk before it bites — sector, country, and market-cap allocation with proactive warnings.
A transparent 0–100 quality score across five pillars — profitability, cash flow, financial strength, growth, and predictability.
AI Stock Analyst — a bull case and bear case for any stock, grounded in real fundamentals from the page you're looking at.
Monthly calendar of dividend payments — know exactly when income hits your account.
Discover new dividend stocks — filter by kings, aristocrats, REITs, monthly payers, and more.
Three simple steps to start tracking your dividend income.
Sign up in seconds. No credit card required for the free plan. Paid plans include a 14-day free trial.
Import a CSV from your broker or add stocks manually. Supports Schwab, Fidelity, Vanguard, and Robinhood.
Monitor dividends, discover new stocks, plan your income, and watch your portfolio grow.
Start free, upgrade anytime. Paid plans include a 14-day free trial.
Get started with the essentials.
Advanced tools for growing your portfolio.
$108 billed yearly
Full access for serious dividend investors.
$228 billed yearly
Yes! Sign up for free with no credit card required. The free plan includes 1 portfolio with up to 5 holdings, a dashboard, and basic stock details. Paid plans (Basic and Premium) also include a 14-day free trial with full access.
After 14 days your card is automatically charged at the plan rate you chose (Basic $9/mo or Premium $19/mo). If you cancel during the trial, your account switches to the free plan with limited features.
You can import positions from Schwab, Fidelity, Vanguard, Robinhood, or any standard CSV format. Export is also available anytime.
We track 18,000+ dividend-paying stocks and 3,400+ funds. For each stock you get real-time prices, full dividend history and upcoming payouts, payout ratios, growth rates, analyst consensus, 90+ financial metrics, and a transparent 0–100 quality score across 5 pillars: profitability, cash flow, financial strength, growth, and predictability.
Premium plans include 6 AI tools powered by Anthropic Claude: a natural-language stock screener, per-stock analyst writeups, AI portfolio health review, dividend safety narration, and AI earnings brief & primer. The AI reads your portfolio's real fundamentals — your data is never used to train models or shared with third parties, and every answer is grounded in the data shown on screen.
No. Simply import a CSV export from your broker or add positions manually. We never ask for your brokerage credentials.
Stock prices, dividend data, and analyst ratings are updated daily to keep your portfolio and watchlist current.
Yes. All connections are encrypted via HTTPS, passwords are securely hashed, and we never store brokerage credentials. Your portfolio data is private to your account.
No account required. Use these tools to analyze dividend stocks for free.
See how reinvesting dividends compounds your investment over 5-30 years for any stock.
Get a transparent 0-100 safety score for any stock based on 5 financial pillars.
Browse upcoming ex-dividend dates, payment dates, and yields for all stocks.