Pricing
Simple, transparent pricing.
Start tracking dividends for free. Upgrade for advanced analytics, portfolio recommendations, and brokerage sync.
Free
Track your income and dividends for free
- 1 portfolio with up to 10 holdings
- Daily price updates via Yahoo Finance
- Dividend income tracking
- Estimated income projections
- Yield on cost analysis
- Basic dashboard & performance overview
- Community support
Pro
Full analytics suite for serious dividend investors
- Unlimited portfolios
- Up to 100 holdings
- Advanced charts & visual analytics
- Sector & core allocation analysis
- HDO / Non-HDO portfolio views
- Gain/loss tracking by holding
- CSV import & data export
- Priority support
Premium
Recommendations, simulations, and brokerage sync
- Everything in Pro
- Unlimited holdings
- Model portfolio recommendations
- One-click portfolio optimization
- Income & allocation simulations
- Sync with Schwab, IBKR, Tastytrade & more
- Preferred shares, bonds & baby bonds data
- Earnings calendar & tax reporting
- API access
- Dedicated support
Compare plans in detail
See exactly what you get with each plan
| Feature | Free | ProPopular | Premium |
|---|---|---|---|
| Portfolios | 1 | Unlimited | Unlimited |
| Holdings | 10 | 100 | Unlimited |
| Daily price updates | |||
| Dividend income tracking | |||
| Estimated income projections | |||
| Yield on cost analysis | |||
| Advanced charts | |||
| Sector & core allocation | |||
| HDO / Non-HDO views | |||
| Gain/loss tracking | |||
| CSV import | |||
| Data export | |||
| Model portfolio recommendations | |||
| One-click optimization | |||
| Income & allocation simulations | |||
| Brokerage sync (Schwab, IBKR, Tastytrade) | |||
| Preferred shares & bonds data | |||
| Earnings calendar & tax reporting | |||
| API access | |||
| Support | Community | Priority | Dedicated |
Free
$0forever- Portfolios1
- Holdings10
- Daily price updates
- Dividend income tracking
- Estimated income projections
- Yield on cost analysis
- Advanced charts
- Sector & core allocation
- HDO / Non-HDO views
- Gain/loss tracking
- CSV import
- Data export
- Model portfolio recommendations
- One-click optimization
- Income & allocation simulations
- Brokerage sync (Schwab, IBKR, Tastytrade)
- Preferred shares & bonds data
- Earnings calendar & tax reporting
- API access
- SupportCommunity
Pro
$9.99/month- PortfoliosUnlimited
- Holdings100
- Daily price updates
- Dividend income tracking
- Estimated income projections
- Yield on cost analysis
- Advanced charts
- Sector & core allocation
- HDO / Non-HDO views
- Gain/loss tracking
- CSV import
- Data export
- Model portfolio recommendations
- One-click optimization
- Income & allocation simulations
- Brokerage sync (Schwab, IBKR, Tastytrade)
- Preferred shares & bonds data
- Earnings calendar & tax reporting
- API access
- SupportPriority
Premium
$19.99/month- PortfoliosUnlimited
- HoldingsUnlimited
- Daily price updates
- Dividend income tracking
- Estimated income projections
- Yield on cost analysis
- Advanced charts
- Sector & core allocation
- HDO / Non-HDO views
- Gain/loss tracking
- CSV import
- Data export
- Model portfolio recommendations
- One-click optimization
- Income & allocation simulations
- Brokerage sync (Schwab, IBKR, Tastytrade)
- Preferred shares & bonds data
- Earnings calendar & tax reporting
- API access
- SupportDedicated
Frequently asked questions
Everything you need to know about our pricing and plans
Can I change my plan at any time?
Absolutely. You can upgrade, downgrade, or cancel your plan at any time. When upgrading, you will be charged the prorated amount for the remainder of your billing cycle. Downgrades take effect at the end of your current billing period.
What payment methods do you accept?
We accept all major credit and debit cards (Visa, Mastercard, American Express) through Stripe, our secure payment processor. We also support Apple Pay and Google Pay.
Is my financial data secure?
Security is our top priority. We use SSL/TLS for all data transfers and never store your brokerage credentials. Your data is yours and we never sell or share it with third parties.
Which brokerages can I sync with?
Premium subscribers can sync portfolios with Charles Schwab, Interactive Brokers (IBKR), Tastytrade, and more. We are actively adding new brokerage integrations.
What are the model portfolio recommendations?
Premium members get access to curated model portfolios with core holdings, preferred shares, baby bonds, and traditional bonds. Use one-click optimization to align your portfolio with these recommendations.
What happens to my data if I cancel?
If you cancel a paid plan, your account will revert to the Free tier at the end of your billing period. Your data is preserved, but access to premium features will be restricted.