Portfolio Management
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.
Built for dividend investors. Now in beta.
Features
Built by investors, for investors. Powerful tools wrapped in a beautiful interface.
Track dividend income, estimated projections, yield on cost, and payment schedules. See exactly how your passive income is growing.
Daily sync from Yahoo Finance with automatic price and dividend updates. Your portfolio data stays accurate and current.
Core and sector allocation views with intelligent warnings when your portfolio drifts from target allocations.
Dedicated HDO and Non-HDO portfolio views with specialized metrics for high-dividend-opportunity investing.
Model portfolio recommendations, one-click optimization, and income simulations to help you build the ideal dividend portfolio.
Sync with Schwab, Interactive Brokers, Tastytrade, and more. Import your holdings automatically and keep everything in sync.
Pricing
Start free and upgrade as your portfolio grows. No hidden fees, cancel anytime.
Track income & dividends for free
Full analytics for serious investors
Recommendations, simulations & sync
Join thousands of investors who trust Portfolio Tracker to manage their wealth. Start for free today.