Portfolio Analytics
Visualize yield, sector exposure, issuer concentration, and income distribution across your full set of holdings with interactive charts.
Track portfolio →See your dividends. Plan your future.
Dividend Vision is an independent fintech platform built to give individual investors institutional-grade clarity into dividend income. We combine portfolio analytics, ETF research, and income forecasting in one place — transparent and built for long-term investors.
Dividend Vision was created to solve a problem the founders kept running into themselves: most investing apps focus on price charts and short-term trades, leaving income-focused investors to piece together dividend data from brokerage statements, spreadsheets, and scattered fund prospectuses.
We built a single platform where you can connect or upload a portfolio, understand the income it actually generates, evaluate dividend ETFs and stocks side by side, and project what that income looks like months and years into the future. Every calculation is shown plainly, every data point is sourced, and there's a free tier to get started.
We are not a brokerage and we do not sell trades, signals, or "premium picks." Dividend Vision is a research and analytics platform — our job is to help you make better informed decisions about the income side of your portfolio.
Visualize yield, sector exposure, issuer concentration, and income distribution across your full set of holdings with interactive charts.
Track portfolio →Project dividend income across monthly, quarterly, and annual horizons, including DRIP scenarios and growth assumptions.
See forecast →Screen, compare, and analyze 1,000+ income-producing ETFs by yield, expense ratio, payout frequency, and underlying strategy.
Compare ETFs →Your portfolio data stays under your control. Use the platform anonymously or create an account to sync preferences across devices.
Explore features →Dividend Vision was founded by Bert Sweet and is co-owned and operated alongside Mike Schiemer.
Founder, CTO & Co-Owner
Bert founded Dividend Vision and leads engineering, data, and product. He architects the platform's analytics pipelines, portfolio tools, and the data infrastructure that powers daily dividend research for thousands of investors.
Chief Marketing Officer & Co-Owner
Mike leads brand, content, and growth at Dividend Vision. He focuses on making dividend investing approachable for everyday investors, connecting the platform with the broader personal finance and FIRE communities.
Have questions, feedback, or just want to chat dividends? Find us online.