Dividend tracking that starts with lots
Track buys and sells at lot level so holdings, yield, dividend totals, and portfolio history stay tied to real transactions.
A shareable overview for anyone who wants to understand the product before signing up: portfolio tracking, dividend income views, ticker research, imports, forecasts, and DRIP comparisons.
Public tools can be opened without an account. Saving portfolios and lots requires signing in.
These are the same product capabilities promoted on the public homepage.
Track buys and sells at lot level so holdings, yield, dividend totals, and portfolio history stay tied to real transactions.
Review how a ticker performs inside your portfolios instead of only seeing one flat account-level number.
Follow income, yield on cost, dividend history, and calendar events, then export timing data to your own calendar as `.ics`.
Find securities quickly with search that works for ticker symbols, company names, and ISIN codes.
Try stock planning, dividend growth scenarios, and reinvestment comparisons before you decide to save your own data.
Import broker exports and common file formats, review the rows first, and report missing ticker or ISIN data when something needs attention.
Open research and calculation tools before deciding whether to create an account.
Explore dividend history, income allocations, the calendar, and portfolio performance.

Explore payments by month and ticker, compare income across the years, and export your history to CSV or Excel.

Explore income by holding and sector, compare annual income and yield on cost, and see which investments contribute most.
Example portfolio. Select a screenshot to view it full size.