Help & FAQ

The guided tour walks you through the key features of the Portfolio Analyzer, showing you how to upload your portfolio, build custom views, analyze holdings, forecast income, and generate reports.

To start the tour:

• Visit the Portfolio page
• Click the light bulb icon (💡) in the top navigation
• Select Take a Tour from the menu

The tour will automatically guide you through each section with helpful tips and explanations. You can exit the tour at any time by clicking the close button or pressing Escape.

You can also search for "tour" or "onboarding" in the site search, or say "take a tour" if you have voice commands enabled.

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 real-time, but close. We provide market data with a 20-minute delay across prices, quotes, and charts.

No backroom deals, no editorial picks—just cold, caffeinated math.

Trending ETFs

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.

Trending Issuers

Same mention-counting approach, but for issuer names and aliases. On top of that, issuers get two extra nudges:

• Featured ETF boost — if an issuer has the current featured ETF, they get a score bump.
• New launch boost — issuers that launched new ETFs in the last 30 days earn extra points per new fund.

The top 3 issuers by combined score are shown.

Under the Hood

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.

Absolutely not. We’re more like that loud uncle at Thanksgiving who yells about stocks and still uses AOL.

Learning about ETFs doesn't have to feel like homework. We have a few games on the Fun page:

• ETF Memory Match — flip cards to match tickers with their fund names. Great for memorizing the ETF zoo.
• Ticker Quiz — a timed quiz that tests whether you can connect tickers to their full names and issuers.
• ETF Word Finder — a classic word search puzzle hiding real ETF tickers in the grid.

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.

Yes! We use A+ rated SSL encryption to protect your data. Your connection is always secure.

We're currently obsessing over 0 income-focused assets across multiple categories:

• 0 ETFs
• 0 Stocks
• 0 BDCs
• 0 MLPs
• 0 REITs
• 0 CEFs
• 0 Preferred Stocks
• 0 Crypto
• 0 Money Market

Explore and filter these on the Screener and Tickers pages.

If it pumps, processes, pressurizes, or pipes hydrocarbons, it probably hands you a K-1. A Schedule K-1 (also written K1 or Schedule K1) is a tax form that partnerships send instead of a standard 1099. It's stuffed with allocations and passive-loss trivia your tax software never guesses right. Translation: extra waiting, extra clicks, and extra chances to get cozy with the IRS instructions.

Who issues them? MLPs, some BDCs, and a handful of ETFs structured as partnerships (commodity pools, certain energy funds, etc.). If you hold an MLP like EPD or ET, expect a K-1 every year.

Why should I care?

• K-1s often arrive after the April filing deadline, so you may need to file an extension.
• Income may be classified as ordinary, capital gain, or return of capital — each taxed differently.
• Holding K-1 issuers inside a tax-advantaged account (IRA, 401k) can trigger UBTI (Unrelated Business Taxable Income), which has its own filing requirements.

On Dividend Vision, assets that issue K-1s are tagged so you can filter them on the Screener. Look for the K-1 tag or filter by MLP fund type.

Weekly, monthly, quarterly—basically whenever the board spins the “Dividend Wheel of Fortune” and it doesn’t land on “CEO Bonus First.”

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.

Click the curved arrow icons in the portfolio toolbar—Undo points left and Redo points right. Each press reverses or reapplies the most recent change so you can quickly recover from a mis-click.

Prefer the keyboard? Use Ctrl + Z (or ⌘ + Z on macOS) to undo and Ctrl + Shift + Z (or ⌘ + Shift + Z) to redo. We keep a rolling history of your last 50 actions, giving you plenty of room to experiment without losing work.

You can undo and redo portfolio edits like adding or removing holdings, tweaking share counts, adjusting dividend reinvestment preferences, renaming custom views, and rearranging widgets. Data imports and exports stay put—they're designed as deliberate actions.

The Portfolio page supports keyboard shortcuts for faster navigation. These shortcuts work when you're not focused on a text field.

Chart Types (in Analyze tab)

• 1 – Donut chart
• 2 – Radial chart
• 3 – Yield buckets
• 4 – Pareto chart
• 5 – Bubble chart
• 6 – Treemap
• 7 – Vortolio treemap

Forecast Navigation (in Forecast tab)

• ← – Pan timeline left
• → – Pan timeline right

Tab Navigation

• u – Manual Entry and Upload Holdings tab
• b – Build tab
• a – Analyze tab
• f – Forecast tab
• r – Risks tab
• p – Report tab

Press ? anywhere on the site to see all available shortcuts, or press Ctrl + K (or ⌘ + K) to open the DV Search for quick navigation and actions.

Dividend Vision can read CSV exports from Fidelity, Charles Schwab, Vanguard, and E*Trade.

1. Log in to your brokerage and export your positions as a CSV file.
2. Go to the Portfolio Upload page.
3. Drag the CSV onto the upload area or click Browse to select it.
4. We auto-detect the broker format, normalize columns, and filter out cash or money market positions.
5. Review any flagged tickers, then click Analyze to proceed.

Everything is processed locally in your browser—your file is never uploaded to a server. For broker-specific export steps, see the broker-specific automatic import options below.

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:

• DRIP Calculator — project compound growth with dividend reinvestment vs. taking the cash.
• Investment Calculator — model portfolio growth with regular contributions and expected returns.
• Retirement Calculator — plan withdrawal strategies with inflation, savings rate, and target income.
• Tax Estimator — estimate the tax impact on your dividend income by filing status and bracket.

Find them all on the Calculators page. No login required—your numbers stay in your browser.

You can connect your brokerage account directly from the Portfolio page using the Connect Broker button. This opens SnapTrade Connect or Plaid Link, secure portals where you log in to your broker and authorize read-only access to your holdings.

Supported Brokers

Together, SnapTrade and Plaid support a wide range of brokers including Fidelity, Charles Schwab (incl. legacy TD Ameritrade), Vanguard, E*Trade, Robinhood, Interactive Brokers, and many more. The full list is shown when you open the Connect portal.

What Gets Imported

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 and Plaid are regulated financial technology providers that prioritize security at every level. Here’s why you can trust the connection:

Read-Only Access

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.

You Never Share Your Password with Us

When you connect, you log in directly on your broker’s website (or the SnapTrade / Plaid secure portal). Your brokerage credentials are never sent to or stored by Dividend Vision.

Bank-Level Encryption

All data transmitted between your broker, SnapTrade or Plaid, and Dividend Vision is protected with 256-bit AES encryption in transit and at rest.

Token-Based Authentication

SnapTrade and Plaid use 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.

SOC 2 Compliance

Both SnapTrade and Plaid undergo regular third-party security audits and maintain 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 SnapTrade or Plaid for automatic portfolio import:

• TradeStation
• Webull
• Public
• Ally Invest

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.

Every risk category assigns one of four severity levels based on how concentrated or exposed your portfolio is:

• DANGER — Critical risk. A single position, issuer, or theme dominates your portfolio. Immediate attention recommended.
• YIKES — Warning. Concentration is building and could become a problem. Time to consider rebalancing.
• HEADS UP — Caution. Worth monitoring but not yet alarming.
• CHILL — All clear. Your exposure is well diversified for this category.

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.

Concentration risks (Ticker, Income, Issuer, Underlying, Tag)

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	DANGER	9%	15%	25%
	YIKES	5%	9%	15%
	HEADS UP	3%	5%	9%
Income concentration	DANGER	9%	15%	25%
	YIKES	5%	9%	15%
	HEADS UP	3%	5%	9%
Issuer concentration	DANGER	60%	75%	90%
	YIKES	30%	45%	60%
	HEADS UP	10%	20%	35%
Underlying concentration	DANGER	9%	15%	25%
	YIKES	5%	9%	15%
	HEADS UP	3%	5%	9%
Tag concentration	DANGER	67%	80%	90%
	YIKES	33%	50%	67%
	HEADS UP	10%	20%	33%

Crypto volatility

Flags when crypto-linked holdings exceed a share of your portfolio.

Severity	Strict	Moderate	Loose
DANGER	15%	25%	40%
YIKES	10%	15%	25%
HEADS UP	5%	10%	15%

New ETF seasoning (fund age)

Flags funds younger than a certain age. Newer funds have less track-record data.

Severity	Strict	Moderate	Loose
DANGER	< 6 months	< 3 months	< 1 month
YIKES	< 12 months	< 6 months	< 3 months
HEADS UP	< 24 months	< 12 months	< 6 months

Low AUM (assets under management)

Small funds are more likely to close or have liquidity issues.

Severity	Strict	Moderate	Loose
DANGER	< $2M	< $1M	< $500K
YIKES	< $10M	< $5M	< $2M
HEADS UP	< $50M	< $25M	< $10M

Margin usage

Flags when margin utilization exceeds a percentage of available margin.

Severity	Strict	Moderate	Loose
DANGER	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.

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.

How to create a collection

1. Go to Portfolios and make sure you have at least two saved portfolios.
2. Open the portfolio switcher (the pill in the top toolbar).
3. Switch to the Collections tab.
4. Click New Collection, give it a name, and select the portfolios you want to include.
5. Load the collection — your merged holdings will appear in the analyzer, forecast, calendar, and other tools.

Each holding row retains a label showing which portfolio it came from, so you can always tell where a position lives.

Yes. Dividend Vision tracks US cash (USD) held in your connected brokerage accounts and displays it as a standalone KPI (Key Performance Indicator) at the top of the Dashboard and Analysis pages.

Why is cash separate from the holdings table?

Cash doesn’t have a yield, distribution schedule, or expense ratio—mixing it into the holdings table would skew your yield calculations, income projections, and asset allocation charts. By pulling it out into its own KPI card, you get a clear read on how much dry powder you have without distorting the metrics that actually matter for dividend analysis.

Where does the cash balance come from?

When you connect a brokerage through SnapTrade or Plaid, we pull the cash balance reported by your broker alongside your holdings. If you upload a CSV, cash rows are detected and extracted automatically. The cash KPI updates whenever your portfolio data refreshes.

You can color-highlight specific tickers on the Portfolio Analyze charts to make them stand out.

Choosing Colors

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.

Selecting What to Highlight

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.

Chart Interaction

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.

Resetting

Click Reset highlights to clear all highlights and start fresh.

Mouse or Trackpad

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.

Keyboard

Click the chart once to focus it, then press + to zoom in or - to zoom out. When zoomed, the arrow keys pan the view.

Panning

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.

Reset

Double-click (or double-tap) the chart, or press Esc or R, to snap back to the default view.

Click the round value bubble or press Tab until the slider handle is focused. Once it's selected, you can nudge it precisely without using the mouse.

Try these shortcuts after the slider is focused:

• Arrow Left or Arrow Down: move one step toward the minimum.
• Arrow Right or Arrow Up: move one step toward the maximum.
• Page Down: jump back by 10 steps (a large step).
• Page Up: jump forward by 10 steps.
• Home: snap directly to the minimum value.
• End: snap directly to the maximum value.

Prefer the buttons? Shift + jumps instantly to the minimum, while Shift + jumps to the maximum.

Dividend Vision has three search tools, each suited to a different need:

• Toolbar Search — the search field at the top of every page. Type a ticker, issuer, or keyword to get instant results ranked by relevance.
• DV Search — a command palette for power users. Press Ctrl + K (or ⌘ + K), or double-click the search icon, to navigate pages, open calculators, toggle themes, and more. See How do I use DV Search? below.
• Ask DV (Pro) — an AI chatbot that answers natural-language questions. Click the chat icon in the nav bar to ask things like “Which monthly ETFs yield over 8%?” or “Compare JEPQ and DIVO.”

DV Search is the fastest way to get around Dividend Vision. Press Ctrl + K (or ⌘ + K on macOS) to open it from any page. You can also double-click (or double-tap) the search icon in the toolbar.

Search & Navigate

Start typing to search across every page, calculator, game, and ETF ticker on the site. Use ↑ / ↓ to highlight a result and Enter to go.

Quick Actions

• Toggle Dark / Light Mode — switch themes without opening Settings.
• Keyboard Shortcuts — open the full shortcuts panel.
• Take a Tour — launch the guided Portfolio Analyzer walkthrough.

Recent Commands

Open the palette with an empty search to see your most recent commands. This makes it easy to repeat frequent actions.

Press Escape or click outside the palette to close it.

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:

• "Go to the news page"
• "Open my portfolio"
• "Set chart type to Treemap"

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:

Explore ETFs

• “What are the top monthly dividend ETFs by yield?”
• “Show me ETFs from JPMorgan with yield over 5%”
• “Which ETFs have the lowest expense ratio?”
• “Find weekly-paying dividend ETFs”

Compare Funds

• “Compare JEPQ and DIVO side by side”
• “How does SCHD compare to VYM?”
• “Show me a table comparing JEPI, JEPQ, and DIVO”

Portfolio & Watchlist

• “Show my current portfolio holdings”
• “Analyze my portfolio’s dividend income”
• “What’s on my watchlist?”
• “Add SCHD to my watchlist”

Navigate & Control

• “Go to the news page”
• “Open the portfolio analyzer”
• “Set chart type to treemap”

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.

After you send a message, a star icon appears on the right side of your message bubble. Click it to save that prompt as a favorite—click it again to remove it. You can save up to 30 favorites.

To browse your saved prompts, click the bookmark button next to the chat input field to open the Prompt Library. It has three sections:

• Your Favorites — prompts you’ve starred, with a delete button to remove any you no longer need.
• Recent — your last few prompts that aren’t already favorited, so you can quickly re-send them.
• Examples — sample questions grouped by category to help you get started.

Click any prompt in the library to send it immediately.

Stealth mode hides sensitive portfolio numbers when you need privacy in public spaces. When enabled, we strip totals from analysis headers and mask any element marked as sensitive so curious onlookers only see a clean layout.

Toggle it from the Settings menu using the Stealth mode switch, or press Alt + S on Windows and Linux (Option + S on macOS) to flip it on and off instantly. Your preference is saved locally, so the site remembers your choice next time you sign in.

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 Apple, Google, or email link, so there is no traditional username or password to recover.

To regain access to your account:

1. Click Sign In on the home page.
2. Enter the email address you originally signed up with.
3. Check your inbox for a sign-in link and click it to log in.

If you signed up with Apple or Google, choose the Continue with Apple or 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.

After you click Download Report, your browser should open a save dialog or start a download automatically. If nothing happens, look for a notification that the pop-up was blocked.

Allow pop-ups from dividendvision.com (or add it to your browser's safe list), then click Download Report again to trigger the export. Most browsers show the file in your default downloads folder once the pop-up is allowed.