Real analysis.
Real insight.
The all-in-one platform for dividend investors. Real-time data, income projections, allocation analysis, and HDO tracking — everything you need to grow your wealth.
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Sync Your Data with Platforms You Use
Features
Everything a dividend investor
actually uses.
Built by investors, for investors. Powerful tools wrapped in a beautiful interface.
Dividend & income tracking.
Track dividend income, projections, yield on cost, and payment schedules. See exactly how your passive income is growing.
Real-time data.
Daily Yahoo Finance sync. Prices & dividends stay current.
Smart allocation.
Sector & core views with drift warnings.
- Tech28%
- Fin22%
- Util18%
- REIT14%
HDO analysis.
Specialized metrics for high-dividend-opportunity investing.
Recommendations.
Model portfolios today. One-click optimization & simulations coming soon.
Brokerage sync.
Schwab, IBKR, Tastytrade, and more. Coming soon to Premium.
Dividend calendar.
Never miss an ex-dividend or pay date. See what's coming, what's paid, and what's projected — at a glance.
Powered by The Income Method, our multi-framework stock screener with…
Bonus curated picks backed by Greenblatt, Dorsey, Lynch and Graham — combined into one verdict with DCF margin-of-safety and a timing signal.
See your income
Every dollar, every month,
at a glance.
Switch between monthly, annual, and yield-on-cost views. Planning dividend income has never been this clear.
Allocation
See where your money actually lives.
Core and sector views, side-by-side. Spot drift before it becomes a problem and rebalance with confidence.
- Core vs satellite allocation with target bands
- Sector-level drift warnings
- Compare current vs model with one click
- Technology28%+3
- Financials22%+2
- Utilities14%-1
- REITs18%+3
- Consumer12%-3
- Energy6%-4
HDO Analysis
Built for high-yield investors.
Dedicated HDO and Non-HDO views with specialized metrics. The only portfolio tracker that actually understands high-dividend-opportunity investing.
- HDO-specific yield & risk metrics
- Separate views that never mix with your core
- Identify yield concentration at a glance
Loved by dividend investors
Real investors. Real results.
“I finally stopped exporting to spreadsheets. HDO Portfolio Tracker shows me my dividend income, yield on cost, and allocation in one view — and it's gorgeous.”
“The HDO view alone is worth it. I can finally see where my high-yield income is concentrated versus my core positions. No other tool does this.”
“The recommendations feature helped me rebalance and pick up $180/mo in extra projected income. Paid for itself in the first month.”
“Schwab + IBKR sync means I never have to touch a CSV again. Holdings update automatically and the dividend calendar is chef's kiss.”
Pricing
Simple, transparent pricing.
Start free and upgrade as your portfolio grows. No hidden fees, cancel anytime.
Free
Track income & dividends for free
- 1 portfolio with up to 10 holdings
- Daily price updates
- Dividend income tracking
- Estimated income projections
- Yield on cost analysis
- Sector & core allocation analysis
- Gain/loss tracking by holding
- Community support
Pro
Full analytics for serious investors
- Unlimited portfolios, up to 100 holdings
- Returns analysis (TWRR / MWRR)
- Advanced charts & visual analytics
- Notes & research journal
- Priority support
Premium
Curated picks, bonds & brokerage sync
- Everything in Pro, unlimited holdings
- CSV import & data export
- HDO / Non-HDO portfolio views
- Model portfolio recommendations
- Preferred shares & bonds data
- Earnings calendar & tax reporting
- Research Ideas — curated picks (coming soon)
- Brokerage sync — Schwab, IBKR, Tastytrade (coming soon)
- One-click optimization & simulations (coming soon)
- API access (coming soon) & dedicated support
FAQ
Questions, answered.
Yes — the Free plan is free forever. You get 1 portfolio with up to 10 holdings, daily price updates, dividend tracking, and yield-on-cost analysis. No credit card required.
Start tracking in under 60 seconds
Ready to take control
of your investments?
Join thousands of investors who trust HDO Portfolio Tracker to manage their wealth. Start for free today.
No credit card · Free plan forever · Cancel anytime