DV
Dividend Vision
✦ Start with 7 Days of Pro — Free

Know exactly what your
portfolio could pay you

Connect or upload your holdings to forecast dividend income, spot concentration risk, and compare ETFs with Dividend Vision AI — without another spreadsheet.

Start my free forecast

Google, Apple, or email · No credit card · No automatic charge

Save 20%
⟳ Switch anytime ⊗ Cancel anytime 🛡 No credit card required

Annual billing saves 20%, equal to about 2.4 months free each year.

Start with 7 days of Pro. No credit card. No automatic charge. After the trial, you stay on Free unless you choose Plus or Pro.

Choose Plus if you mainly want synced portfolios and income forecasts. Choose Pro if you want AI, risk analysis, and higher limits.

Free

Try Dividend Vision with a portfolio kept on this device

$0 / month

Free forever — with 7 days of Pro to start.

Get started

  • 1 portfolio, kept in this browser (CSV upload or manual entry)
  • See your current income & allocation
  • ETF screener, profiles & comparison
  • Ticker-Level Distribution Safety Score™ on every fund page
  • Ticker backtest & reverse ETF lookup
  • DRIP & retirement calculators
  • Major crypto coins
  • Summary cards & news headlines
  • End-of-day pricing

Free portfolios stay on this device/browser. Plus and Pro save portfolios to your account across devices.

Start Free

7 days of Pro included · No credit card · After the trial you stay on Free — no charge, nothing to cancel

Sign up with Apple, Google, or email.

✦ Most popular

Plus

Keep real portfolios synced and forecast your income

$5.59 / month, billed annually

$67.10 billed yearly

For investors who want their portfolios kept up to date.

Everything in Free, plus

  • Connect brokerage accounts — holdings stay synced
  • Forecast monthly & future dividend income
  • Dividend calendar & full news feed
  • Advanced charts & deeper analysis
  • Advanced backtest — compare tickers, DCA & CSV
  • Cloud save / load across devices
  • Up to 5 portfolios, watchlists & reports — plus 3 portfolio collections
  • ~20-minute delayed pricing
Start Pro Trial, Then Choose Plus

7 days of Pro included · No credit card · After the trial you stay on Free — no charge, nothing to cancel

Full access

Pro

Find hidden risks and research with AI

$7.19 / month, billed annually

$86.30 billed yearly

Everything, unlocked.

Everything in Plus, plus

  • Spot concentration, volatility & income risks
  • Portfolio-Level Distribution Safety Score™ — every holding's score, 90-day trend & biggest deduction
  • Up to 20 portfolios, watchlists & reports — plus 10 portfolio collections
AI text & speech chatbot
AI ETF comparison & analysis
AI risk analysis
AI screenshot portfolio import
Start 7-Day Pro Trial

7 days of Pro included · No credit card · After the trial you stay on Free — no charge, nothing to cancel

🔒 Read-only brokerage connections via Plaid & SnapTrade 🛡 We never see or store your brokerage password 🚫 No trading access — we can never move your money How connections work →

See the full side-by-side comparison ↓

Dividend Vision AI

Ask questions about ETFs, income, and risk — directly inside Dividend Vision AI.

Your personal research assistant built specifically for dividend and income investors.

What ETFs generate the most monthly income?

Forecast my dividend income next year.

Compare JEPQ vs DIVO on yield, fees, and risk.

Example answer · sample portfolio

“This portfolio is projected to generate about $412/month next year. Largest income-concentration risk: 38% of income comes from a single covered-call ETF.”

Compare plans

Full feature comparison

A side-by-side view of every feature across Free, Plus, and Pro.

Feature Free Plus Pro
Portfolios & analysis
Portfolios 1 5 20
Portfolio collections (combine portfolios into one view) — 3 10
CSV upload or manual entry ✓ ✓ ✓
Brokerage connection — ✓ ✓
Cloud save / load portfolios Browser only ✓ ✓
Basic portfolio analysis & charts ✓ ✓ ✓
Advanced charts (pareto, radial, treemap) — ✓ ✓
Income forecasting — ✓ ✓
Retirement calculator ✓ ✓ ✓
Dividend calendar — ✓ ✓
Pricing data End of day ~20-min delayed ~20-min delayed
Research & discovery
ETF Screener & profiles ✓ ✓ ✓
ETF comparison tool ✓ ✓ ✓
Reverse ETF lookup ✓ ✓ ✓
Ticker backtest (total return) ✓ ✓ ✓
Advanced backtest — compare tickers, common start, DCA, CSV — ✓ ✓
News Headlines Full feed Full feed
Saved watchlists — 5 20
Saved reports — 5 20
Risk
Risk assessment dashboard — — ✓
Ticker-Level Distribution Safety Score™ (on every fund page & the screener) ✓ ✓ ✓
Income Reliability donut (portfolio score & income-by-band split) ✓ ✓ ✓
Portfolio-Level Distribution Safety Score™ — per-holding scores, 90-day trends & largest deductions — — ✓ NEW
Dividend Vision AI
AI text & speech chatbot — — ✓
AI ETF comparison & analysis — — ✓
AI risk analysis — — ✓
AI screenshot portfolio import — — ✓

Feature Grid

Built specifically for dividend and income investors

Analyze income strategies across thousands of dividend stocks and ETFs, with tools designed for real portfolio decisions instead of generic market fluff. Fancy, but useful. A rare combo.

Portfolio Intelligence

Track holdings, income streams, yield, and diversification in one place.

Track portfolio →

Dividend Forecasting

Estimate future income based on payout history, dividend growth, and holdings.

See forecast →

ETF Research Tools

Analyze dividend ETFs using advanced yield, risk, and income metrics.

Open screener →

Dividend Vision AI

Ask questions about ETFs, income, and risk — directly inside Dividend Vision AI.

Try Ask DV →

AI ETF Comparison

Compare yield, fees, and income potential across ETFs using natural language — Pro exclusive.

Compare ETFs →

From portfolio tracking to forecasting to AI-powered research, Dividend Vision helps you move from dividend data to income insight.

FAQ

Questions before you click the shiny button?

Do I need a credit card for the trial?

No. Every new account starts with a 7-day Pro trial without entering a credit card.

What happens after the trial?

Nothing to cancel and no charge. When the 7 days end, your account simply stays on Free unless you deliberately upgrade. Nothing you created is deleted — anything above Free's limits is frozen, not removed, and unlocks again if you upgrade.

Can Dividend Vision place trades or move money?

No. Brokerage connections are read-only through Plaid and SnapTrade — we can see holdings and balances to analyze them, and we can never place trades or move money.

Does Dividend Vision store my brokerage password?

No. You sign in inside Plaid's or SnapTrade's secure window, and your credentials are never shared with or stored by Dividend Vision. How connections work →

Can I skip connecting a brokerage account?

Yes. Every plan — including Free — supports CSV upload and manual entry. Brokerage connections (Plus and up) simply keep your holdings synced automatically.

What is included with Pro?

Pro includes the full feature set, including Dividend Vision AI, income forecasting, saved reports, AI risk analysis, and the full risk dashboard.

Can I cancel anytime?

Yes. You can cancel your subscription at any time.

See what your portfolio could pay you

Import your holdings and unlock every Pro feature for 7 days.

Start free

No credit card · No automatic charge · After the trial you stay on Free unless you choose Plus or Pro

Dividend Vision provides informational and educational tools — including income forecasting and AI risk analysis — not investment advice. Forecasts and AI-generated analysis are estimates that can be incorrect, and past performance does not guarantee future results. Verify important information independently before making investment decisions.