Connect or upload your holdings to forecast dividend income, spot concentration risk, and compare ETFs with Dividend Vision AI — without another spreadsheet.
Google, Apple, or email · No credit card · No automatic charge
Switch to annual and save 20% — about 2.4 months free each year.
Every new account starts with 7 days of Pro — explore everything first, then pick a plan only when you're ready. No credit card, and you're never charged automatically.
Try Dividend Vision with a manually entered portfolio
$0 / month
Free forever — with 7 days of Pro to start.
Get started
7 days of Pro included · No credit card · No automatic charge
Sign up with Apple, Google, or email.
Keep real portfolios synced and forecast your income
$6.99 / month
For investors who want their portfolios kept up to date.
Everything in Free, plus
7 days of Pro included · No credit card · No automatic charge
Find hidden risks and research with AI
$8.99 / month
Everything, unlocked.
Everything in Plus, plus
7 days of Pro included · No credit card · No automatic charge
See the full side-by-side comparison ↓
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
A side-by-side view of every feature across Free, Plus, and Pro.
| Feature | Free | Plus | Pro |
|---|---|---|---|
| Portfolios & analysis | |||
| Portfolios | 1 | 5 | 20 |
| CSV upload or manual entry | ✓ | ✓ | ✓ |
| Brokerage connection | — | ✓ | ✓ |
| Cloud save / load portfolios | — | ✓ | ✓ |
| 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 | ✓ | ✓ | ✓ |
| News | Headlines | Full feed | Full feed |
| Saved watchlists | — | 5 | 20 |
| Saved reports | — | 5 | 20 |
| Risk | |||
| Risk assessment dashboard | — | — | ✓ |
| Dividend Vision AI | |||
| AI text & speech chatbot | — | — | ✓ NEW |
| AI ETF comparison & analysis | — | — | ✓ NEW |
| AI risk analysis | — | — | ✓ NEW |
| AI screenshot portfolio import | — | — | ✓ NEW |
Feature Grid
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.
Track holdings, income streams, yield, and diversification in one place.
Track portfolio →Estimate future income based on payout history, dividend growth, and holdings.
See forecast →Analyze dividend ETFs using advanced yield, risk, and income metrics.
Open screener →Ask questions about ETFs, income, and risk — directly inside Dividend Vision AI.
Try Ask DV →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
No. Every new account starts with a 7-day Pro trial without entering a credit card.
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.
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.
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 →
Yes. Every plan — including Free — supports CSV upload and manual entry. Brokerage connections (Plus and up) simply keep your holdings synced automatically.
Pro includes the full feature set, including Dividend Vision AI, income forecasting, saved reports, AI risk analysis, and the full risk dashboard.
Yes. You can cancel your subscription at any time.
Import your holdings and unlock every Pro feature for 7 days.
Start freeNo credit card · No automatic charge · Free plan afterward
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.