Answers to the quirks Dividend Vision obsesses over, minus the corporate fluff.
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No, not yet. We may build a dedicated mobile app in the future, but for now Dividend Vision works great in your mobile browser on any device—iPhone, iPad, or Android. Just open the site and you're good to go!
Not yet. But if you want, I can stand outside Wall Street with binoculars and text you updates.
No backroom deals, no editorial picks—just cold, caffeinated math.
We scan the titles and descriptions of the latest videos and news updates, count how often each ticker symbol or fund name appears, and rank by total mentions. The top 3 land on the board.
Same mention-counting approach, but for issuer names and aliases. On top of that, issuers get two extra nudges:
The top 3 issuers by combined score are shown.
Rankings are fully automated—no human curation—and refresh every time you load the News page. Think of it as a popularity contest where the ballots are news headlines and the judges are regex patterns.
Financial data (prices, yields, distributions) is fetched from multiple sources and synced on a regular cadence—typically nightly for core metrics. News and YouTube content updates several times a day.
We don't have live market data (yet), so think of it as a well-informed morning briefing, not a Bloomberg terminal.
Short answer: with our state-of-the-art abacus and a questionable amount of coffee.
Long answer: So you want to model a 50% drawdown in the S&P stretched out over 24 months. That’s the financial equivalent of asking whether you should swan-dive off the balcony or just take the stairs two at a time—both get you to the same place, but the path looks different.
Here are the usual suspects:
Bottom line: No model is “right.” They just serve up different flavors of financial pain. For our forecasts, we stick with Method #2 (compound percentage decline), because it best balances math with reality… and our abacus seems to like it.
We've built several financial calculators to help you plan and project:
Find them all on the Calculators page. No login required—your numbers stay in your browser.
Yes! You can upload a CSV export from Fidelity, Charles Schwab, Vanguard, or E*Trade and we’ll convert it automatically.
Visit the Portfolio Upload page and drag your CSV file onto the upload area (or click to browse). We detect the broker format, normalize column names, strip cash positions and money market funds, and load your holdings into the analyzer.
Ticker symbol, number of shares, current value, and distribution rate (looked up from our database). Tickers we don’t recognize are flagged so you can review them before proceeding.
Your file never leaves your browser—all parsing happens locally.
You can connect your brokerage account directly from the Portfolio page using the Connect Broker button. This opens SnapTrade Connect, a secure portal where you log in to your broker and authorize read-only access to your holdings.
SnapTrade supports a wide range of brokers including Fidelity, Charles Schwab, Vanguard, E*Trade, Robinhood, Interactive Brokers, TD Ameritrade, and many more. The full list is shown when you open the SnapTrade Connect portal.
Once connected, we pull your ticker symbols, share quantities, and current market values. This data is loaded into the portfolio analyzer so you can immediately see your dividend income breakdown, risk assessment, and forecasts.
You can disconnect your brokerage at any time from the same menu.
Yes. SnapTrade is a regulated financial technology provider that prioritizes security at every level. Here’s why you can trust the connection:
Dividend Vision requests read-only permissions. We can see your holdings but can never place trades, move money, or modify your account in any way.
When you connect, you log in directly on your broker’s website (or SnapTrade’s secure portal). Your brokerage credentials are never sent to or stored by Dividend Vision.
All data transmitted between your broker, SnapTrade, and Dividend Vision is protected with 256-bit AES encryption in transit and at rest.
SnapTrade uses secure OAuth tokens to maintain your connection. These tokens can be revoked at any time—either from Dividend Vision or directly from your broker’s settings.
SnapTrade undergoes regular third-party security audits and maintains SOC 2 compliance, the same standard used by banks and major fintech platforms.
If you ever want to remove access, click Disconnect on the Portfolio page or revoke the connection from your broker directly. Your data is removed from our systems upon disconnection.
The following brokers are not currently supported by Plaid for automatic portfolio import:
You can still use these brokers with Dividend Vision. Export a CSV or spreadsheet from your broker’s website, then drag it into the upload area on the Portfolio page. We auto-detect common broker formats and normalize the data for you. Alternatively, you can enter your holdings manually.
We are actively working to expand broker coverage. If your broker is missing, let us know and we will prioritize adding support.
Stealth Mode hides dollar amounts and sensitive portfolio values across the interface—handy for screen-sharing, presentations, or browsing at a coffee shop without broadcasting your net worth.
Toggle it from the settings menu (gear icon) or the portfolio toolbar. Your data stays intact; only the display changes.
Every risk category assigns one of four severity levels based on how concentrated or exposed your portfolio is:
These levels apply across all nine risk categories tracked on the Risks page.
The sensitivity preset controls how easily a risk flag is triggered. You can switch between presets using the sensitivity menu on the Risks page. The default is Strict.
These categories flag when a single item’s share of your portfolio exceeds a threshold. Values shown are the percentage at which each severity level triggers.
| Category | Severity | Strict | Moderate | Loose |
|---|---|---|---|---|
| Ticker concentration | WTF | 9% | 15% | 25% |
| YIKES | 5% | 9% | 15% | |
| HEADS UP | 3% | 5% | 9% | |
| Income concentration | WTF | 9% | 15% | 25% |
| YIKES | 5% | 9% | 15% | |
| HEADS UP | 3% | 5% | 9% | |
| Issuer concentration | WTF | 60% | 75% | 90% |
| YIKES | 30% | 45% | 60% | |
| HEADS UP | 10% | 20% | 35% | |
| Underlying concentration | WTF | 9% | 15% | 25% |
| YIKES | 5% | 9% | 15% | |
| HEADS UP | 3% | 5% | 9% | |
| Tag concentration | WTF | 67% | 80% | 90% |
| YIKES | 33% | 50% | 67% | |
| HEADS UP | 10% | 20% | 33% |
Flags when crypto-linked holdings exceed a share of your portfolio.
| Severity | Strict | Moderate | Loose |
|---|---|---|---|
| WTF | 15% | 25% | 40% |
| YIKES | 10% | 15% | 25% |
| HEADS UP | 5% | 10% | 15% |
Flags funds younger than a certain age. Newer funds have less track-record data.
| Severity | Strict | Moderate | Loose |
|---|---|---|---|
| WTF | < 6 months | < 3 months | < 1 month |
| YIKES | < 12 months | < 6 months | < 3 months |
| HEADS UP | < 24 months | < 12 months | < 6 months |
Small funds are more likely to close or have liquidity issues.
| Severity | Strict | Moderate | Loose |
|---|---|---|---|
| WTF | < $2M | < $1M | < $500K |
| YIKES | < $10M | < $5M | < $2M |
| HEADS UP | < $50M | < $25M | < $10M |
Flags when margin utilization exceeds a percentage of available margin.
| Severity | Strict | Moderate | Loose |
|---|---|---|---|
| WTF | 76% | 85% | 90% |
| YIKES | 51% | 65% | 76% |
| HEADS UP | 30% | 45% | 60% |
Strict is the most conservative—flags appear earlier so you catch concentration before it grows. Loose gives more room before flagging, suited to investors comfortable with higher concentration. Moderate splits the difference.
These thresholds are developer-tuned. If you have better ideas, let us know—we’re always up for sharper defaults.
Absolutely not. We’re more like that loud uncle at Thanksgiving who yells about stocks and still uses AOL.
Weekly, monthly, quarterly—basically whenever the board spins the “Dividend Wheel of Fortune” and it doesn’t land on “CEO Bonus First.”
Yes. It will go up, down, or sideways. You’re welcome.
Oh right, I almost forgot — we also have a forecasting tool that’s pretty kick ass.
A portfolio collection groups two or more of your saved portfolios into a single view. When you load a collection, Dividend Vision merges the holdings from every portfolio in that group so you can analyze them side-by-side.
Collections are useful when you hold accounts at different brokerages or want to compare a taxable account against a retirement account. Instead of switching back and forth, a collection lets you see the combined picture — total yield, income projections, sector breakdown, and more — all at once.
Each holding row retains a label showing which portfolio it came from, so you can always tell where a position lives.
The one you don’t own yet.
Some companies issue multiple classes of stock. These class shares are identified by a letter suffix—for example, Berkshire Hathaway Class B trades as BRK.B, Brown-Forman Class B as BF.B, and HEICO Class A as HEI.A.
The dot notation (BRK.B) follows the NYSE convention. You may also see these written with a hyphen (BRK-B) or slash (BRK/B) on other platforms—they all refer to the same security. Dividend Vision displays the dot format to match the official NYSE style.
Learning about ETFs doesn't have to feel like homework. We have a few games on the Fun page:
Head to the Assets page, select two or more ETFs, and click Compare. You'll get a radar chart and table comparing yield, expense ratio, AUM, distribution frequency, and price.
You can also ask the Ask DV chatbot to compare funds for you in plain English.
No, that's illegal. But if you do, let's schedule a totally unrelated lunch to discuss a scuba trip I'm planning.
You can color-highlight specific tickers on the Portfolio Analyze charts to make them stand out.
Pick one of the highlight circles — A, B, or C — under Highlights & Labels.
Click the color dot to change that color if you want. Each slot keeps its own custom color.
Use the Search tickers to highlight box to find and select one or more tickers.
Every selected ticker appears as a tag below the search box.
You can use more than one color group (A, B, C) at once.
Hold Ctrl (or Cmd on Mac) and click directly on a chart slice or bar to highlight it.
The color used will be whichever A/B/C circle is currently active.
Click Reset highlights to clear all highlights and start fresh.
Scroll up near any chart area to zoom in and scroll down to zoom out. The chart zooms around your cursor.
On a trackpad or touch screen, use a pinch gesture to zoom. The midpoint of your fingers sets the anchor point.
Click the chart once to focus it, then press + to zoom in or - to zoom out. When zoomed, the arrow keys pan the view.
After zooming, drag with your mouse or a single finger to move around the chart. Arrow keys also nudge the view when you stay zoomed in.
Double-click (or double-tap) the chart, or press Esc or R, to snap back to the default view.
Our sliders respond to both clicks and keyboard shortcuts so you can move quickly without losing precision.
The Portfolio page supports several keyboard shortcuts for power users. These work when you're not focused on a text input.
Press ? anywhere on the site, or click Keyboard Shortcuts in the gear menu, to see all available shortcuts.
You can also press Ctrl + K (or ⌘ + K) to open DV Search for quick navigation and actions.
Dividend Vision offers three search experiences, each designed for a different workflow.
The search field in the top navigation bar is always visible. Click or tap it and start typing to find ETF tickers, issuers, site pages, and glossary terms. Results appear instantly as you type, ranked by relevance, and your recent searches are remembered for quick access.
Press Ctrl + K (or ⌘ + K on macOS) to open a full-screen quick-action overlay. You can also double-click (or double-tap) the search icon in the toolbar. DV Search goes beyond simple lookup—it lets you navigate pages, open calculators, toggle themes, launch the guided tour, and more. See What is DV Search? for full details.
Ask DV is an AI-powered chatbot available to Pro subscribers. Click the chat icon in the top navigation bar to open it. Instead of typing keywords, ask full questions in plain English—like “Which monthly ETFs yield over 8%?” or “Compare JEPQ and DIVO.” Ask DV can also analyze your portfolio, manage your watchlist, and control charts. See the Ask DV section for more.
| Search Type | How to Open | Best For |
|---|---|---|
| Toolbar Search | Click the search field in the nav bar | Quick ticker / issuer lookups |
| DV Search | Ctrl+K or double-click search icon | Navigation, actions, and power-user shortcuts |
| Ask DV | Chat icon in the nav bar (Pro) | Natural-language questions and portfolio analysis |
DV Search is a quick-action overlay that lets you search pages, jump to any ETF ticker, open calculators, switch themes, and more—all without reaching for the mouse.
The palette remembers your recent commands so your most-used actions are always one keystroke away.
Voice Mode lets you browse Dividend Vision with your voice. Click the microphone button in the top navigation, allow access, and start speaking commands when the indicator shows that we're listening.
Try commands like:
Ask DV is DividendVision’s AI-powered chatbot, available exclusively to Pro subscribers. It can answer questions about dividend ETFs, compare funds, analyze your portfolio, manage your watchlist, and even navigate the site for you—all through a natural-language conversation.
Open it by clicking the chat icon in the top navigation bar. You can type your question or use voice input via the microphone button.
Here are some examples to get you started:
You can also click the ? button in the chat header at any time to see these sample questions and click one to send it instantly.
Ask DV is rate-limited to 30 messages per hour per user, and each message can be up to 2,000 characters. The chatbot keeps the last 10 messages in its conversation window so it can follow the thread of your discussion.
Ask DV is focused on dividend investing—it won’t answer questions about individual stock picks, crypto, options strategies, or personal tax advice. It also cannot make trades or modify your portfolio; it has read-only access to your data (except for watchlist changes, which require your confirmation).
Yes! Press the Up Arrow key in the chat input to scroll back through your previous messages, and the Down Arrow key to scroll forward again. This works just like a terminal—handy for re-sending or tweaking a question you asked earlier without retyping the whole thing.
You can also type history or command history to see a clickable list of your recent messages. Click any item to reload it into the input field.
Yes! Charges from Dividend Vision appear as DVISION on your credit or debit card statement. It’s us—not a rogue subscription from a sci-fi channel.
If you don’t recognize the amount, click your avatar in the navigation bar and select Subscription to view your current plan details before contacting your card issuer. Filing a chargeback on a legitimate charge can result in your account being suspended, and nobody wants that.
Click your avatar in the navigation bar, select Subscription, then click Cancel subscription at the bottom of the panel. Your access continues until the end of the current billing period—no hoops, no hassle.
If you change your mind, you can resubscribe anytime. Your data stays with your free account unless you choose to delete your account entirely.
Click your avatar in the navigation bar, select Subscription, then click Manage Billing. This opens your billing portal where you can update your card, switch between monthly and annual billing, and view past invoices.
Changes take effect immediately—your next charge will use the updated payment method.
When you cancel, your access continues until the end of your current billing period—you keep everything you’ve paid for.
If you need a refund, reach out to support@dividendvision.com and we’ll work with you on a case-by-case basis.
Dividend Vision uses passwordless sign-in via Google or email link, so there is no traditional username or password to recover.
To regain access to your account:
If you signed up with Google, choose the Continue with Google option instead.
If you no longer have access to the email address associated with your account, contact support@dividendvision.com and we’ll help you get back in.