Advanced tools for dividend and income investors — portfolio analytics, ETF research,
income forecasting, and Dividend Vision AI.
Switch to annual and save 20% — about 2.4 months free each year.
Full access. No credit card required. Cancel anytime.
Free
$0 / month
Includes 21-day Pro trial. No credit card required.
Portfolios & Analysis
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1 portfolio
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Basic portfolio analysis & charts
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ETF Screener & basic profiles
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Summary cards (yield, income, growth)
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Dark mode
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News headlines
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ETF comparison tool
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Advanced charts (pareto, radial, treemap)
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Income forecasting
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Brokerage connection
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Cloud save / load portfolios
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Dividend calendar
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Saved watchlists
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Saved reports
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AI text & speech chatbot
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AI ETF comparison & analysis
Risk
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Risk assessment dashboard
Most popular
Plus
$4.99 / month
Extended analysis and forecasting. Includes 21-day Pro trial.
Portfolios & Analysis
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Up to 5 portfolios
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Brokerage connection
✅
ETF comparison tool
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Advanced charts (pareto, radial, treemap)
✅
Income forecasting
✅
Retirement calculator
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Cloud save / load portfolios
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Full news feed
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Dividend calendar
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5 saved watchlists
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5 saved reports
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AI text & speech chatbot
🔒
AI ETF comparison & analysis
Risk
🔒
Risk assessment dashboard
Full access
Pro
$7.99 / month
Everything, unlocked.
Portfolios & Analysis
✅
Up to 20 portfolios
✅
Brokerage connection
✅
ETF comparison tool
✅
Advanced charts (pareto, radial, treemap)
✅
Income forecasting
✅
Retirement calculator
✅
Cloud save / load portfolios
✅
Full news feed
✅
Dividend calendar
✅
20 saved watchlists
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20 saved reports
✅
AI★ text & speech chatbot
NEW
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AI★ ETF comparison & analysis
NEW
Risk
✅
Full risk assessment dashboard
✅
AI★ risk analysis
NEW
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.
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.
Dividend Forecasting
Estimate future income based on payout history, dividend growth, and holdings.
ETF Research Tools
Analyze dividend ETFs using advanced yield, risk, and income metrics.
Dividend Vision AI
Ask questions about ETFs, income, and risk — directly inside Dividend Vision AI.
AI ETF Comparison
Compare yield, fees, and income potential across ETFs using natural language — Pro exclusive.
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. New accounts can start with 21 days of Pro access without entering a credit card.
What happens after the trial?
You can stay on Free or choose the plan that fits your workflow best.
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.