Stock Events
Built for dividend investors who plan around payout dates. Free up to 15 stocks, Pro is $49.99 a year.
If you hold dividend stocks and want to know what lands in your account next month, Stock Events has one of the fullest toolsets for it. It estimates payouts that haven't been announced yet, shows yield on cost and reminds you before each ex-date. The free plan never expires but stops at 15 stocks. Pro costs $49.99 a year, and broker sync is a separate add-on at $0.99 a week, through SnapTrade. Without it you type holdings in or import a CSV, and Trading212 exports load as they are.
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 check their portfolio on the phone and hold up to 15 stocks, or are happy to pay for Pro. If your main question is how much the portfolio really earns, it's the wrong tool: we found no mention of TWR, MWR or XIRR in Stock Events' own material, so we can't say how its return figure is calculated.
Strengths
- Estimates for dividends not announced yet, with an ex-date and payment calendar that sends notifications
- Native iOS and Android apps in 22 languages, Polish included
- Goals for dividend income and portfolio value, each with a projected date
Trade-offs
- The free plan stops at 15 stocks
- Broker sync costs extra and is billed weekly
- The “API access” in Pro is an Excel and Google Sheets add-in for your own data, not an API you can build on
Stock Events vs PortfolioGlance
On dividends, Stock Events is ahead of us. We don't forecast payouts, don't sync with brokers and don't have native phone apps. What we add instead is a return figure with a stated method, rebalancing against your target allocation and AI analysis of the whole portfolio, property and deposits included. If the payout calendar is the screen you open every day, stay with Stock Events.
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Alternatives and rankings
This is our editorial review, not financial advice. Features and prices may have changed since we checked, so see the official site for the latest.