DV
Dividend Vision
Pro Feature

Meet Ask DV

Your AI-powered dividend research assistant. Ask questions in plain English, compare ETFs, analyze your portfolio, and navigate the entire platform — by typing or speaking.

Capabilities

What you can ask

Ask DV has access to real-time DividendVision data and can query, compare, and navigate on your behalf.

Search & Filter ETFs

Find dividend ETFs by yield, issuer, frequency, expense ratio, AUM, and more — no menus required.

  • Show me monthly ETFs with yield over 8%
  • What does Defiance offer?
  • Find weekly-paying ETFs with low expense ratios

Compare Funds

Get instant side-by-side comparisons on yield, AUM, expense ratio, distribution frequency, and strategy.

  • Compare SCHD and VYM
  • Show a table comparing JEPI, JEPQ, and DIVO
  • Which has a lower expense ratio, XYLD or QYLD?

ETF Deep Dives

Look up detailed profiles including holdings, distribution history, inception date, and AI-generated summaries.

  • Tell me about DIVO
  • What's the expense ratio on SVOL?
  • When was JEPQ launched?

Portfolio Analysis

Ask about your holdings, projected income, diversification, and sector exposure across your portfolio.

  • Show my current portfolio
  • Analyze my portfolio's dividend income
  • What's my projected monthly income?

Watchlist Management

Add, remove, and review tickers on your watchlist without leaving the conversation.

  • Add SCHD to my watchlist
  • What's on my watchlist?
  • Sort my watchlist by yield

Site Navigation

Jump to any page, open tools, change chart types, and control the UI with natural-language commands.

  • Go to the news page
  • Open the DRIP calculator
  • Set chart type to treemap
Input Modes

Type it or say it

Ask DV supports multiple ways to interact — pick whichever feels natural.

Text Chat

Type questions in plain English. Browse input history with the up/down arrow keys.

Voice Input

Tap the mic and speak your question. Voice auto-send and continuous listening keep the conversation flowing.

Audio Readback

Enable text-to-speech and hear answers read aloud using browser voices or premium ElevenLabs voices.

Pop-out Window

Detach the chat into its own window so you can browse the site and ask questions at the same time.

Under the Hood

Powered by real data, not guesses

Ask DV connects directly to DividendVision’s database of 1,000+ income assets. Every answer is grounded in live ticker data, your actual portfolio, and your real watchlist.

Claude AI

Powered by Anthropic’s Claude — a leading AI model designed for thoughtful, accurate, and safe responses.

Live Data Tools

Ask DV calls real-time tools to query tickers, compare funds, read your portfolio, and manage your watchlist — no stale snapshots.

Financial Guardrails

Scoped to dividend investing only. No stock picks, no buy/sell advice, no off-topic answers. Built-in disclaimers on every response.

Ready to try Ask DV?

Upgrade to Pro and start asking questions about dividend ETFs, your portfolio, and income strategies.