TrackYourDividends
For US and Canadian investors who plan around dividend income. Free plan, Premium $9.99 a month.
TrackYourDividends answers one question well: how much dividend income your portfolio will pay in the years ahead. It shows a calendar of upcoming payouts and projects income up to 25 years out. The free plan never expires and allows unlimited manual portfolios plus one account linked through Plaid. Premium costs $9.99 a month or $99.99 a year and adds unlimited links, a dividend screener and the TYD Dividend Safety Score, which flags stocks that may cut their payout. The app belongs to Chronim Investments, an investment adviser in Dallas, and not to MarketBeat, as people often assume.
Features at a glance
| Feature | TrackYourDividends |
|---|---|
| Pricing | Freemium |
| Tracking & data | |
| Manual entry | Yes |
| CSV / broker import. Import holdings and transactions from broker or exchange CSV files. | —Not verified |
| Automatic bank/broker sync. Connects to your bank or broker to pull holdings in automatically. | Yes |
| Multi-asset | Not supported |
| Multi-currency | Partial |
| 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. | Partial |
| 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. | Not supported |
| Benchmark & alpha. Compare returns against a benchmark, including alpha. | —Not verified |
| Backtesting & scenarios. Test a portfolio against historical data or run scenario simulations. | —Not verified |
| 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 verified |
| Platform & reach | |
| Mobile app | Not supported |
| Multi-language | Not supported |
| Community & extras | |
| Public / social portfolios. Share your portfolio publicly and follow other investors. | —Not verified |
| AI portfolio roast. A shareable AI roast: a frank critique of a portfolio. | Not supported |
Best for
Income investors with US or Canadian stocks, ETFs and REITs. If you hold anything else, look further: there are no bonds, crypto or funds, and the only currencies are US and Canadian dollars.
Strengths
- Income projections up to 25 years ahead and a calendar of upcoming payouts
- Plaid sync with US and Canadian brokers, while manual portfolios stay free and unlimited
- Premium is cheap at $99.99 a year, with a 7-day trial and a 14-day money-back guarantee
Trade-offs
- US and Canada only: USD and CAD, stocks, ETFs and REITs
- Web only, with no iOS or Android app
- Reviewers say it ignores total return and imports current balances only, so yield on cost is an approximation
TrackYourDividends vs PortfolioGlance
TrackYourDividends looks further ahead on dividends than we do. We don't forecast payouts and don't rate how safe a dividend is. We measure returns time- and money-weighted, across currencies and asset classes, property and deposits included, and show how to get back to your target allocation. If your whole portfolio is US dividend stocks and the payout calendar is all you check, TrackYourDividends is enough.
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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.