DV
Dividend Vision

Risk intelligence for income investors

Know what could put your income at risk.

A high yield only tells part of the story. Dividend Vision brings portfolio risk, concentration, and distribution durability into one clear view so you can evaluate tradeoffs before they become surprises.

Analyze my portfolio Explore the score

Built for research and decision support. Not investment advice.

Distribution Safety Score™ Portfolio view
Strong distribution profile
Distribution trendStable
ConcentrationReview
VolatilityModerate

See the whole picture

Risk is more than a single number

Move from scattered metrics to a practical view of what drives portfolio outcomes.

Portfolio concentration

Find oversized positions and overlapping sector, issuer, strategy, and asset exposures.

Drawdown awareness

Review volatility and downside behavior to understand how holdings may react under stress.

Income durability

Separate headline yield from payout quality with trend, erosion, and safety signals.

Actionable context

See which holdings contribute most to risk and where deeper research may be warranted.

Inside portfolio risk analysis

See the warning, then see what is driving it

The portfolio risk view turns your holdings into a prioritized risk meter, a short list of the most important moves, and individual cards you can open for holding-level context.

Portfolio risk meter Illustrative result
Top risk moves
  1. Start with danger signals. See which risks need attention first.
  2. Review portfolio impact. Understand how much value or income is exposed.
  3. Open the evidence. Trace a portfolio-level warning to the holdings behind it.
Income concentrationHeads up
Ticker concentrationChill
Declining dividendDanger

Portfolio checks

Built to catch different kinds of risk

No single metric explains a portfolio. The analysis checks concentration, market behavior, fund characteristics, income quality, leverage, and other portfolio-specific signals. Results are grouped by severity so a calm category does not distract from a more urgent one.

Review your portfolio risks

Concentration

Income source, ticker, issuer, underlying exposure, and strategy tags.

Market & fund profile

Price decline, beta, crypto exposure, fund age, assets under management, and sentiment.

Income durability

Declining distributions and low Distribution Safety Scores across income holdings.

Portfolio structure

Margin usage and informational flags that may deserve additional tax research.

From signal to evidence

A risk card explains the “why”

Expand a card to see its severity, the share of portfolio value or income involved, and the holdings contributing to the result. For example, a declining-distribution warning can show which payouts fell and how the current amount compares with the prior year.

This context helps distinguish a small position from a portfolio-wide issue and gives you a focused list for further research. Thresholds are screening aids—not forecasts or advice.

Declining dividend risk
Risk levelDanger Example: 40% of income

A meaningful share of portfolio income comes from holdings with lower recent payouts.

  • Holding A payout down 18% versus the prior year.
  • Holding B payout down 11% versus the prior year.
  • Holding C does not yet have enough history for comparison.
Illustrative data—not an assessment of actual securities.

A clearer lens on income

Distribution Safety Score™

Dividend Vision's rules-based 0–100 estimate looks beyond yield to flag signs that a distribution may be under pressure. It considers payout trends, price or NAV erosion, volatility, leverage, concentration, track record, cost, and other risk signals.

Higher scores indicate fewer observed warning signs—not a promise that a payout will continue. Use the score as a consistent starting point for comparison and research.

Read the full methodology
80–100Fewer warning signs
60–79Worth a closer look
0–59Elevated concerns

Scores are estimates, can change as data changes, and are not credit ratings.

From holdings to insight

Evaluate your portfolio in three steps

  1. 1

    Add your holdings

    Upload a file, enter positions, or securely connect a supported brokerage.

  2. 2

    Review the signals

    Explore risk, exposure, and safety results at portfolio and holding level.

  3. 3

    Research the tradeoffs

    Use the findings to ask better questions and compare possible alternatives.

Make risk visible

Build an income portfolio you understand.

Bring your holdings together and see where portfolio and distribution risks may be hiding.

Open portfolio risk analysis