Check the underlying numbers
Compare portfolio patterns visually, then use the underlying figures to check the amounts.
See charts →See your dividends, not just the numbers
Seven interactive chart types turn raw portfolio data into visual insight — choose the view that fits your question about income, allocation, or concentration.
Allocation
Donut Chart
See your portfolio's allocation at a glance. Each slice represents an ETF's weight by value or income share. Click any slice to explode it for closer inspection, or highlight a single holding to see how it fits the whole.
- Toggle between value and income views
- Explode slices for detailed breakdowns
- Highlight individual holdings or issuers
- Smooth animated transitions
Concentration
Pareto Chart
Apply the 80/20 rule to your dividends. The Pareto chart ranks your holdings by contribution and overlays a cumulative line — instantly revealing which ETFs drive the majority of your income.
- 80/20 guide line for quick concentration analysis
- Bar + cumulative line combo visualization
- Sort by value, income, or yield
- Annotated axis labels with hover details
Composition
Treemap
A space-filling view of your portfolio where rectangle size reflects allocation and color intensity maps to dividend yield. Larger, deeper-colored blocks draw your eye to the highest-yielding, heaviest-weighted positions.
- Rectangle size = portfolio weight
- Color intensity = dividend yield heatmap
- Group by issuer, tag, or underlying asset
- Hover for detailed per-position stats
Multi-Metric
Radial
Compare holdings across multiple dimensions at once. The radial chart maps each ETF to a slice whose angle and radius encode different metrics — value share, income share, yield, or AUM.
- Configurable radius metric (yield, value, income, AUM)
- Multi-ring layout for hierarchical grouping
- Interactive slice highlighting
- Ideal for spotting outliers quickly
Organic Layout
Vortolio
A unique organic layout that produces natural, bubble-like cells whose area precisely represents each holding's weight. Unlike rectangular treemaps, Vortolio uses centroid relaxation to create smooth, flowing shapes.
- Organic shapes that feel more natural than rectangles
- Weighted cells sized by holding value or income
- Yield-based color mapping
- Explore portfolio weights and concentration
Distribution
Bubble & Yield Bucket Charts
Plot your holdings as bubbles sized by investment amount and positioned by yield. The yield bucket view groups ETFs into ranges so you can see your income distribution at a glance — from conservative to high-yield.
- Bubble size = investment amount
- Position = dividend yield
- Yield buckets for distribution analysis
- Scatter and bucket layout modes
Forecasting
Income Timeline
Project your dividend income month by month. The income timeline plots expected payouts based on distribution schedules, yields, and your current allocations — helping you plan cash flow with confidence.
- Monthly and annual income projections
- Per-ETF contribution breakdown
- Trends and growth over time
- Adjusts to portfolio changes in real time
Reading your charts
Use the view that answers your question
Use the same portfolio across chart types to compare allocation, income, and concentration. Switch views to see patterns that a single chart may hide.
Dark & Light Themes
Every chart adapts seamlessly to dark and light mode with theme-aware colors, labels, and tooltips that match your preference.
See charts →Accessible by Default
Use labeled controls and available keyboard navigation. For exact amounts, consult the portfolio tables alongside the charts.
See charts →Zoom & Pan
Explore charts at any scale with smooth zoom (0.125x to 4x) and pan controls. Preset zoom levels let you jump to the detail you need.
See charts →Ready to see your portfolio in a new light?
Build a dividend portfolio and unlock all seven interactive chart types — free to get started.