Stock Events
Portfolio and dividend tracker built around a calendar of payouts, earnings and market events.
Stock Events is a portfolio and dividend tracker built around a calendar of upcoming payouts, earnings and market events. It covers stocks, ETFs, funds, bonds, crypto and commodities across 50+ exchanges in any mix of currencies, and holdings can be added by hand, imported from CSV, or pulled in automatically through a paid broker-sync add-on. Its dividend side is unusually complete: forward estimates for payouts that have not been announced yet, yield on cost, an ex-date and payment calendar with notifications, and goals for both dividend income and portfolio value that show when you are projected to reach them. The free plan is permanent but caps you at 15 stocks.
Features at a glance
| Feature | Stock Events |
|---|---|
| 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 | Yes |
| Multi-currency | Yes |
| Dividend tracking | Yes |
| Dividend/income forecast. Projects future dividend income and shows an income calendar. | Yes |
| Tax reports | Not supported |
| Analysis & insights | |
| AI portfolio analysis | —Not verified |
| AI asset & market analysis. AI commentary on individual holdings and market context, not just the whole portfolio. | —Not verified |
| 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 | Yes |
| Custom groupings / tags. Group holdings by your own dimensions (e.g. strategy, theme), not just asset class. | —Not verified |
| Return method (TWR/MWR). True time-weighted (TWR) and money-weighted (MWR/XIRR) return — not just a simple % change. | —Not verified |
| 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 | Partial |
| Platform & reach | |
| Mobile app | Yes |
| Multi-language | Yes |
| 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 investors who want a polished mobile app, a forward payout calendar and optional broker sync — and who can live with a 15-stock free tier.
Strengths
- Forward dividend estimates with an ex-date and payment calendar
- Optional automatic broker sync as a paid add-on
- Goals for dividend income and portfolio value, with a projected date
- Native iOS and Android apps; 22 interface languages including Polish
- Benchmark comparison against indices, stocks and ETFs
- Portfolio sharing, publicly or with friends only
Trade-offs
- Free plan is capped at 15 stocks
- Broker sync is a separate weekly subscription
- No tax reports
- No portfolio health score, rebalancing or scenario testing
- Closed source, no self-hosting
Stock Events vs PortfolioGlance
Stock Events wins on the axes where we are deliberately red: it forecasts dividend income, syncs with brokers and ships native mobile apps with a social layer. PortfolioGlance answers with a free-to-start tier plus a portfolio health score, rebalancing that shows how far you have drifted from target, and goal projection, with AI analysis and a shareable roast on top. If your investing life revolves around the next payout date, Stock Events is the better calendar. If you want to know whether the portfolio behind it is sound, that is our side of the table.
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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.