Pro Report Intake
Upgrade to collect tickers and share counts from screenshots, pasted text, spreadsheets, or report uploads.
Dividend cash-flow planner
Turn dividend holdings into a monthly income plan.
Build a dividend portfolio by hand in the free demo, then upgrade when you want Report Intake, live dividend lookups, saved portfolios, and cleaner forward-income reports.
Free manual-entry demo
Report Intake in Pro
Projection tool only
Portfolio snapshot
Current monthly$267.57
Next year$3,970.41
Growth driverQDTE
Built for dividend investors who plan month by month.
Start with manual holdings in the demo, then unlock automated intake and lookup features when you are ready to save time.
Forward projections
Estimate current monthly income, remaining-year cash flow, next-year totals, and a future run-rate month.
Manual control
Edit shares, prices, distributions, DRIP, and auto-buys directly so the numbers stay reviewable.
Start free. Upgrade when automation saves you time.
The free demo is for manual planning. Plus unlocks automated intake and saved portfolios; Pro is for heavier tracking and reporting.
Free Beta
$0/mo
For trying the dashboard and building a portfolio manually.
- Manual holdings, prices, and distributions
- Editable distributions and frequencies
- Browser-local demo state
Plus
$5/mo
For automated intake, live dividend lookups, and saved portfolios.
- Report Intake for screenshots and pasted reports
- Monthly dividend lookup allowance
- Saved portfolios after Google sign-in
Pro
$12/mo
For heavier users tracking more accounts and more reporting.
- Multiple saved portfolios
- Scheduled dividend data refreshes
- PDF-ready reports and priority ticker support
Try the planner before connecting anything.
Use the free demo for manual entry. When Report Intake or saved portfolios matter, sign in and move toward Plus.
Feature limits by plan
Recommended beta structure| Feature | Free | Plus $5 | Pro $12 |
|---|---|---|---|
| Manual holdings | Yes | Yes | Yes |
| Projections and charts | Yes | Yes | Yes |
| Report Intake uploads | No | Yes | Yes |
| Live dividend lookup | No | 100/mo | 500/mo |
| Saved portfolios | Browser only | 1 cloud portfolio | 5 cloud portfolios |
| Scheduled refresh | No | No | Weekly |
| PDF / CSV export | Print only | PDF + CSV | |
| Support | Basic | Standard | Priority |
