Digrin
Dividend-focused portfolio tracker built around a forward dividend calendar, DRIP and XIRR income analytics.
Digrin is a web-based portfolio tracker built specifically for dividend investors, in operation since 2014. It centres on a forward-looking dividend calendar — paid, announced and projected income — plus DRIP handling and income analytics like yield-on-cost, dividend growth rate and XIRR. Holdings can be added manually, imported via CSV/XLSX from 18+ broker formats, or auto-synced read-only from Trading212 and Interactive Brokers, and members can publish public portfolios to a community directory. A permanent free tier covers one portfolio; Plus and Pro raise the limits and add custom benchmarks, tax estimates and more.
Features at a glance
| Feature | Digrin |
|---|---|
| Pricing | Freemium |
| Tracking & data | |
| Manual entry | Yes |
| CSV / broker import. Import holdings and transactions from broker or exchange CSV files. | Yes |
| Automatic bank/broker sync. Connects to your bank or broker to pull holdings in automatically. | Yes |
| Multi-asset | Not supported |
| Multi-currency | Yes |
| Dividend tracking | Yes |
| Dividend/income forecast. Projects future dividend income and shows an income calendar. | Yes |
| Tax reports | Partial |
| Analysis & insights | |
| AI portfolio analysis | Not supported |
| AI asset & market analysis. AI commentary on individual holdings and market context, not just the whole portfolio. | Not supported |
| Portfolio health score. A single score rating diversification, concentration and other portfolio-health signals. | Not supported |
| Rebalancing & drift. Shows how far your allocation has drifted from target and how to correct it. | Not supported |
| Goal & time-to-goal | Partial |
| Custom groupings / tags. Group holdings by your own dimensions (e.g. strategy, theme), not just asset class. | Not supported |
| Return method (TWR/MWR). True time-weighted (TWR) and money-weighted (MWR/XIRR) return — not just a simple % change. | Yes |
| Benchmark & alpha. Compare returns against a benchmark, including alpha. | Yes |
| Backtesting & scenarios. Test a portfolio against historical data or run scenario simulations. | Not supported |
| Access & pricing | |
| Free tier | Yes |
| No account linking required. Works without connecting a bank login or aggregator. | Yes |
| Open source | Not supported |
| Self-hostable | Not supported |
| Public API | Not supported |
| Platform & reach | |
| Mobile app | Partial |
| Multi-language | Not supported |
| Community & extras | |
| Public / social portfolios. Share your portfolio publicly and follow other investors. | Yes |
| AI portfolio roast. A shareable AI roast: a frank critique of a portfolio. | Not supported |
Best for
Dividend-growth investors who want to project and track future dividend income with DRIP, benchmarking and tax estimates, rather than trade or run a general net-worth dashboard.
Strengths
- Genuinely strong dividend tooling: projected dividend calendar, growth rate, yield-on-cost and per-dividend DRIP
- Real money-weighted return (XIRR) plus benchmark comparison, including custom benchmarks on paid tiers
- Permanent free tier and a manual-first workflow that needs no account linking
- Multi-currency, with per-currency tax and gains estimates
- Public, shareable portfolios and an active dividend community
Trade-offs
- Automatic sync is limited to just two brokers (Trading212 and Interactive Brokers)
- No native mobile app — it is a PWA only
- Dividend/equity-centric: no bonds, crypto or real estate
- Tax output is estimates, not filing-ready reports; no public API, not open-source
- Free tier is tightly capped (one portfolio, 30 transactions a month)
Digrin vs PortfolioGlance
Digrin is deeper than us on the pure dividend workflow — its projected dividend calendar and DRIP handling are a specialty, and it reports XIRR honestly. But it is narrow: stocks and dividend ETFs only, no health score, rebalancing, goal projection or AI. PortfolioGlance is a broader, multi-asset tracker with a portfolio health score, rebalancing against a target, goal projection and a named AI layer plus a shareable roast, while still tracking dividends. When dividend-income forecasting is the whole point, Digrin is hard to beat; when dividends are one part of a complete multi-asset picture with health and AI, that picture is PortfolioGlance.
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This overview is editorial and for information only — not financial advice or an endorsement. Features and pricing may have changed since publication; check the official site for the latest details.