Track Your Dividends.
Know Your True Yield.
Import your holdings, get income projections, and monitor risk across your entire portfolio. One platform for tracking, forecasting, and learning.
25,000+
Portfolios Tracked
$2.4B
Annual Dividends Monitored
250+
Audited Dividend Assets
See Your Income at a Glance
A real-time dashboard that shows what matters: income, risk, and forecasts.
$847
Monthly Income
12.4%
Portfolio Yield
23
Holdings
Portfolio Risk Distribution
Sample portfolio preview. Your dashboard reflects your actual holdings.
Free
Fundamental tracking for the cautious investor.
- Track 1 Portfolio
- Up to 10 Holdings
- Basic Tier Access
- Basic Risk Calculator
- Standard Payout Alerts
Lite
Budget-friendly essentials for growing portfolios.
- Track 1 Portfolio
- Up to 15 Holdings
- Full Tier Access (1-5)
- NAV Erosion Alerts
- 7-Day Dividend History
- Follow 5 Model Portfolios
Cancel anytime. No charge for 7 days.
Premium
The complete toolkit for FIRE seekers.
- Unlimited Portfolios
- Unlimited Holdings
- Full Tier Access (1-5)
- NAV Erosion Reality Check
- Premium Strategy Articles
- Shareable Yield Cards
- Publish Model Portfolios
Cancel anytime. No charge for 7 days.
Pro
Institutional intelligence for high-net-worth retirees.
- Everything in Premium
- Dividend Cut Predictor
- Scenario Stress Tester
- Health Insurance Hack Tool
- Priority Audit Requests
- Advanced CSV Imports
- Unlimited Dividend History
Cancel anytime. No charge for 7 days.
Compare All Features
Portfolio tracking + risk analysis + education in one platform
| Feature | Free | Premium | Pro |
|---|---|---|---|
| Portfolio Tracking | |||
| Holdings Limit | 10 | Unlimited | Unlimited |
| Multiple Portfolios | |||
| Dividend Forecasts | Basic | Advanced | AI-Powered |
| CSV/Broker Import | Basic | Full | Priority |
| Risk Analysis | |||
| Risk Tier Access | T1-T2 | T1-T4 | T1-T5 |
| NAV Erosion Monitoring | |||
| Dividend Cut Predictor | |||
| Scenario Stress Tester | |||
| Content & Alerts | |||
| Premium Articles | |||
| Payout Alerts | Standard | Priority | Priority |
| Model Portfolios | 5 | Unlimited | |
Premium Features That Protect Your Income
Go beyond basic tracking with tools that identify risk before it impacts your dividends.
NAV Erosion Monitoring
Track when high-yield funds pay distributions from principal instead of earnings. Get alerts when erosion becomes unsustainable.
Avg user saves $2,400/year avoiding eroding funds
Dividend Cut Predictor
Proprietary algorithm monitors coverage ratios and NAV trends. Get warned 2-4 weeks before dividend cuts are announced.
84% accuracy rate on cut predictions
Broker CSV Import
Import your Fidelity, Schwab, or Vanguard statements in seconds. Automatic lot-level tracking with cost basis.
Setup your portfolio in under 60 seconds
Trusted by Serious Dividend Investors
Real results from real portfolios.
"I track $500K in dividend income with DivAgent. The NAV erosion alerts saved me from holding TSLY through its 40% decline. Worth 100x the subscription."
Michael R.
Pro member since 2024
"The CSV import saved me hours of manual entry. I had 47 positions across 3 brokers and everything synced perfectly in under 5 minutes."
Sarah K.
Premium member since 2024
Real-Time Dashboard
See your projected monthly income, portfolio yield, and risk distribution at a glance. No spreadsheets, no manual calculations.
Risk Spectrum Audits
Every asset in your portfolio gets a risk tier (1-5). We identify destructive Return of Capital before it eats your principal.
Privacy First
Your portfolio is your business. We never sell your data to brokers or market makers. Your edge remains your own.
Frequently Asked Questions
How do I import my broker data?
Export a CSV from your broker (Fidelity, Schwab, Vanguard, etc.) and upload it to DivAgent. Our parser automatically maps your holdings, shares, and cost basis. Most imports complete in under 60 seconds.
What's included in the free tier?
Free tier users can track up to 10 holdings with basic dividend forecasts, access to Tier 1-2 risk audits, and standard payout alerts. No credit card required to get started.
Can I track multiple portfolios?
Premium and Pro members can create multiple portfolios (IRA, taxable, spouse, etc.) and switch between them. Each portfolio gets its own income projections and risk analysis.
How accurate are dividend forecasts?
We use historical payout patterns, announced distributions, and coverage analysis to forecast dividends. Monthly payers like JEPI show 95%+ accuracy. Our Dividend Cut Predictor (Pro) warns of potential cuts 2-4 weeks early.
What is the "Dividend Cut Predictor"?
A proprietary Pro feature that monitors NAV erosion and distribution coverage ratios. When a fund's yield becomes unsustainable, you get alerted before the cut is announced.
Can I switch plans later?
Yes, you can upgrade or downgrade at any time. If you upgrade, new features are available immediately. Annual plans include a 7-day free trial.