# DividendVision — Full Documentation for AI Agents > Financial analysis and portfolio management for 12,800+ income-producing > securities: dividend ETFs, stocks, BDCs, CEFs, mutual funds, and more. ## Overview DividendVision is a web application for exploring, comparing, and analyzing dividend-paying investments. Coverage spans 5,700+ ETFs, 5,500+ dividend stocks, 1,100+ mutual funds, plus closed-end funds (CEFs), business development companies (BDCs), ETNs, REITs, MLPs, preferred stocks, money market funds, and crypto — 631 issuers in total. All public data is available as JSON files that can be fetched directly — no API key or authentication required. --- ## Public Data Endpoints Base URL: https://dividendvision.com ### Ticker Index (start here) **URL:** /public/ticker-index.json **Size:** ~5 MB **Count:** 12,800+ securities **Update frequency:** Daily (materialized from Firestore) Lean per-security records: ticker, name, issuer, fund_type, asset_class, distribution_frequency, tags, updated. Use this to resolve symbols and discover what exists before fetching heavier files. ### Screener Data **URL:** /public/screener-slim.json **Size:** ~18 MB **Count:** 12,800+ securities Adds the analytical fields the on-site screener uses: | Field | Type | Example | Description | |-------|------|---------|-------------| | ticker | string | "SCHD" | Ticker symbol | | name | string | "Schwab U.S. Dividend Equity ETF" | Full name | | issuer | string | "Schwab" | Fund issuer (empty for stocks) | | family | string | "Dividend Equity" | Fund family within issuer | | fund_type | string | "ETF" | ETF, Stock, Mutual Fund, CEF, BDC, ETN, REIT, MLP, Preferred Stock, Money Market, Crypto | | asset_class | string | "Equity" | Equity, Fixed Income, etc. | | asset_subclass | string | "Large Cap Blend" | More specific classification | | distribution_frequency | string | "Quarterly" | See Distribution Frequencies | | distribution_rate | string | "3.47%" | FORWARD rate: the latest regular payout annualised by frequency, over price. Not a trailing yield — see trailing_yield before quoting either as "yield" | | expense_ratio | string | "0.06%" | Fund expense ratio (funds only) | | aum | string | "$63,481,972,800" | Assets under management (funds) | | market_cap | string | "$41,226,588,160" | Market cap (stocks) | | last_close | string | "$28.52" | Most recent closing price | | beta | string | "0.85" | Beta relative to benchmark | | sec_yield_30d | string | "3.12%" | SEC 30-day yield (may be empty) | | trailing_yield | string | "3.55%" | Trailing 12-month distributions over price (backward-looking); distribution_rate is the forward figure | | dividend_yoy_1y | string | "8.2%" | recurring TTM distributions versus prior TTM | | dividend_cut_5y | string | — | 5-year dividend cut history | | payout_ratio | string | "58%" | Payout ratio (stocks) | | price_change_1y | string | "12.4%" | 1-year price change | | max_drawdown_1y | string | — | 1-year maximum drawdown | | distribution_streak_months | number | 36 | Consecutive months with a payout | | distribution_history_months | number | 120 | Months of payout history on file | | consecutive_distribution_cuts | number | 0 | Recent consecutive cuts | | tags | string[] | ["Dividend", "Large Cap"] | Classification tags | | status | string | "" | Empty for active; "renamed" or "liquidated" for tombstones | | renamed_to | string | "TOPW" | Successor symbol when status is "renamed" | | inception_date | string | "10/20/2011" | MM/DD/YYYY format | | updated | string | "2026-08-12" | Last data update date | ### Full Ticker Data **URL:** /public/tickers.json **Size:** ~60 MB — fetch only when you need fields the smaller files lack **Count:** 12,800+ securities Everything in the screener file plus AI-generated summaries, fund objective, underlying index, ex_dividend_date, payment_date, last_dividend, fund document links (website, fact_sheet, summary_prospectus), and more. **Note:** Numeric fields in all ticker files are formatted as display strings (e.g., "$28.52", "3.47%"). To use them numerically, strip the "$", "%", and commas, then parse. Percentages like "3.47%" represent 3.47 percent (not 0.0347). Dates use MM/DD/YYYY. Empty string ("") means no data. ### Issuer Directory **URL:** /public/issuers.json **Size:** ~650 KB **Count:** 631 issuers Each issuer object contains: | Field | Type | Description | |-------|------|-------------| | name | string | Issuer name (e.g., "Global X") | | website | string | Issuer website URL | | tickers | object | Map of family name to ticker arrays | | twitter | string | Twitter/X handle (without @) | ### Portfolio Templates **URL:** /public/portfolios.json **Size:** ~20 KB Model portfolios, each with a name, strategy description, and holdings array of {Ticker, Value, Distribution Rate}. ### Dividend News Feed **URL:** /public/dividend-news.json **Size:** ~850 KB **Update frequency:** Multiple times daily Wire service dividend announcements. Each item includes matched issuer name, confidence score, and related tickers. | Field | Type | Description | |-------|------|-------------| | items[].title | string | News headline | | items[].link | string | Source article URL | | items[].published | string | ISO 8601 timestamp | | items[].issuer_match | object | {issuer_name, confidence} | | items[].tickers | string[] | Related ticker symbols | ### Blog Content **URL:** /public/blog/content-index.json Agent-ready blog metadata index — the authoritative list of published articles. Each entry has: - slug - title - summary - published_date (YYYY-MM-DD) - canonical_url (use this — newer posts live at /blog/, some legacy posts live at /) - route - tags (ticker:* and issuer:* values extracted from article links) **URL:** /blog/feed.xml — RSS feed of published posts. ### Academy (Learning Center) **URL:** /public/academy/academy-index.json **Count:** 140+ educational articles Index entries carry slug, title, summary, difficulty, category, readingTime, and updated. Each article is served at /learn/, with category hub pages at /learn/. Categories: Beginner Guides (22), Investing Metrics (12), Dividend Terms (15), ETF Types (12), Covered Call Strategy (11), ETF Structure (11), Advanced Analytics (8), Advanced Risk (8), Portfolio Management (14), Retirement Income (12), Taxes (14), Crypto Income (2). **URL:** /public/academy/academy-categories.json — category groupings with article counts. ### Video Content **URL:** /public/news.json — curated YouTube videos about dividend investing. **URL:** /public/ticker_videos.json (~1 MB) — YouTube videos keyed by ticker symbol; values are arrays of {id, title, url, channel, publishedAt}. **URL:** /public/issuers_videos.json — videos from issuer channels. ### Other Data **URL:** /public/safety-scores.json — Distribution Safety Score per ticker: `scores[TICKER] = { score (0-100), band, confidence, unproven?, irregular?, dividendGrowth1y?, priceChange1y? }`. `band: "Unproven"` (with `unproven: true`) is a provisional cap for a fund with too little payout history to grade — a ceiling, not a measured grade. `irregular: true` means the posted distribution_rate leans on one-off payouts. Quote the band with the score. **URL:** /public/issuer_summaries.json — AI-generated issuer descriptions. **URL:** /public/events.json — hypothetical market events used for portfolio stress testing scenarios. **URL:** /public/learning_videos.json — beginner video playlist. --- ## Tags Securities are classified with tags (e.g., Covered Call, Dividend, Large Cap, Technology, Treasury, Crypto, BDC, MLP). The tags array on each ticker record uses this vocabulary. Browse the full tag directory at https://dividendvision.com/tags — a specific tag's tickers and articles are at /tags?tag=. --- ## Distribution Frequencies The distribution_frequency field takes values including: - **Weekly** — common for WeeklyPay and YieldMax funds - **Monthly** — most income ETFs and CEFs - **Quarterly** — traditional dividend ETFs and stocks (e.g., SCHD) - **Semi-Annual** and **Annual** — many international and index funds - **None** or empty — non-distributing or no data --- ## Pre-Built Editorial & Research Pages Beyond the interactive tools, hundreds of static analysis pages are pre-rendered and directly linkable: | Type | URL pattern | Count | Manifest (list of slugs) | |------|-------------|-------|--------------------------| | Comparisons | /compare/-vs- | 970+ | /public/compare-manifest.json | | Best-of rankings | /best/ | 60+ | /public/best-of-manifest.json | | Dividend lists | /lists/ | 30+ | /public/dividend-lists-manifest.json + /public/curated-lists-manifest.json | | Academy articles | /learn/ | 140+ | /public/academy/academy-index.json | Comparison pages cover 2–4 securities per page, e.g. /compare/bito-vs-ibit, /compare/blox-vs-btci, /compare/bnd-vs-sgov. When discussing specific funds, prefer linking the matching pre-built page if its slug appears in the manifest; otherwise link the interactive tool at /compare. Frequency and status hubs also exist at /weekly-income-etfs, /monthly-income-etfs, /quarterly-income-etfs, /dividend-aristocrats, /dividend-champions, and /dividend-kings. --- ## Common Agent Tasks ### Resolve a ticker or search by name Fetch /public/ticker-index.json and match on ticker or name. Check the status field — "renamed" entries carry renamed_to pointing at the successor symbol. ### Find high-yield monthly payers Fetch /public/screener-slim.json and filter where distribution_frequency == "Monthly", then parse distribution_rate (strip "%") and filter for the desired minimum yield. Consider distribution_streak_months and consecutive_distribution_cuts for stability. ### Compare two securities Fetch /public/screener-slim.json, find both ticker objects, and compare distribution_rate, expense_ratio, aum/market_cap, beta, price_change_1y, max_drawdown_1y, tags. To link users to a full analysis, check /public/compare-manifest.json for a pre-built /compare/-vs- page; fall back to the interactive tool at https://dividendvision.com/compare. ### Get an issuer's full lineup Fetch /public/issuers.json, find the issuer by name. The tickers object maps family names to ticker symbol arrays. Cross-reference with the ticker files for details, or link to /assets/issuers/. ### Check recent dividend announcements Fetch /public/dividend-news.json and read items[]. Each has a title, link, publication date, matched issuer, and related ticker symbols. ### Read or recommend editorial content Fetch /public/blog/content-index.json for articles (link each entry's canonical_url) and /public/academy/academy-index.json for educational material (link /learn/). Academy entries carry difficulty and category fields — use them to match content to the reader's level. --- ## Usage Guidelines - Data is publicly accessible and free to read - No API key is required - Cache responses appropriately — data updates daily - Numeric fields are display-formatted strings; parse before calculating - Dates use MM/DD/YYYY format in ticker files - Empty string ("") means the field has no data available - The site is informational only — not investment advice --- ## Site Pages | Page | URL | Description | |------|-----|-------------| | Home | / | Landing page | | Screener | /screener | Filter and sort all 12,800+ securities | | Ticker Detail | /assets/tickers?ticker=SCHD | Per-security analysis page | | Issuer Detail | /assets/issuers/schwab | Per-issuer fund lineup | | Compare | /compare | Side-by-side comparison | | Best-Of Lists | /best | Curated rankings | | Curated Lists | /lists | Dividend lists (aristocrats, champions, kings) | | Tag Hub | /tags | Browse by tag; /tags?tag= for one tag | | News | /news | Dividend news and ETF updates | | Blog | /blog | Educational articles (RSS: /blog/feed.xml) | | Learning Center | /learn | Dividend investing education | | DRIP Calculator | /drip-calculator | Dividend reinvestment projections | | Tax Estimator | /tax-estimator | Dividend tax impact calculator | | Retirement Calculator | /retirement-calculator | Retirement income planning | | Income Calculator | /income-calculator | Projected income modeling | | FAQ | /faq | Frequently asked questions | | About | /about | About DividendVision | Always link tickers and issuers with the query-parameter URL forms shown above (e.g., /assets/tickers?ticker=SCHD) — bare path segments like /assets/SCHD are not valid routes. --- ## Contact - Website: https://dividendvision.com - Support: support@dividendvision.com