DV
Dividend Vision

What's New / Changelog

🔍

2026

June

  • Screener Redesign: the Screener moved its filters into a left rail with pop-out panels so the results table gets the full width, and a new results stats line shows how many funds match as you filter. Pop-out panels layer cleanly above the table, the rail sizes correctly on every breakpoint, and deleted portfolios no longer linger in the portfolio filter.
  • Faster First Paint: public pages now reveal as the HTML parses instead of waiting for every script, eliminating the 4–6 second blank screen iOS Safari users could hit when navigating between pages.
  • Ask DV, Better Grounded: chat answers now always link to the ticker's page when a symbol comes up, resolve Sharpe and Sortino from the shared backtest cache on any page (so the numbers match what you see elsewhere), and add caveats around extreme Sortino readings and hypothetical scenarios so the math stays honest.
  • Look Up Any Quote: new Help & FAQ guidance walks you through pulling a ticker's ~20-minute delayed quote straight from search, and ticker pages now recover gracefully when a quote stub loads before sign-in resolves, instead of getting stuck on a placeholder.
  • Steadier Brokerage Imports: first-time imports no longer mis-resolve bank-sweep cash to a ticker (E*TRADE), and a fix stops valid positions like MSD, HQL, and THQ from being silently dropped as unrecognized. Verification emails were also rerouted for reliable delivery, with delay-aware copy on re-sends.
  • Ticker Coverage: added SPCX (with a one-off intraday feed for its IPO session), QVOL, ARKVX, BTQ, and a batch of international names (ANZFF, GLNCY, ILKAF, LYSDY, NGLOY, SIEGY). A nightly cross-vendor integrity sweep now cross-checks stored end-of-day data against a second source and adds a dividend-triggered revision lane so payout changes are caught quickly.
  • Forecast Swap Suggestions: the Forecast page can now suggest swaps to help you reach your income goal — sell a holding that's dragging your durable-income date out and buy a vetted replacement. The Pro-gated panel lets you preview swaps right in the forecast without touching your real portfolio; a persistent "previewing hypothetical swaps" banner and a one-click "Reset forecast to my real portfolio" mean you can never get stuck. Guardrails only recommend funds with a verified track record that actually pull your sustainable-income date earlier, so it won't chase a phantom 40–70% headline yield — and an optional Suggest with AI mode picks from the same vetted shortlist, so it can never invent a ticker.
  • Declining Dividend Risk: a new risk on the Risks page flags holdings whose trailing-12-month payout per share has fallen year-over-year. A dual gate — both the annual total and the per-payment average must be down — keeps a quarterly-to-monthly cadence switch from reading as a cut, and findings group into DANGER / YIKES / HEADS UP tiers tuned to your sensitivity preset. Option-income funds get a tag-aware note so expected distribution variability reads as informed signal.
  • Featured Dividend Announcements: issuer-declared payouts for the community's most-held funds now pin to the top of the News Dividend Announcements feed with an accent star tile, mirroring the Ticker of the Day treatment. Collapsed rows surface a green Declared badge and a raise/cut chip showing the percentage change versus the prior distribution, so a hike or trim is obvious at a glance.
  • Sturdier Brokerage Reconnects: when a brokerage connection is revoked, reconnecting now heals your existing portfolios onto the new connection instead of leaving duplicates and stale "reconnect" banners behind. You're also notified immediately — with a reconnect action — the moment a connection breaks, rather than only discovering it from a profile banner on your next visit.
  • Dividend Calendar Polish: a sweep of accuracy and accessibility fixes on the Dividend Calendar. Funds that don't publish a cadence no longer fabricate a phantom monthly series, Bi-Monthly now steps correctly, and ICS exports are calendar-app compliant. Day and week cells are keyboard-navigable buttons, contextual help moved into proper popovers, empty states are framed with connect-a-portfolio guidance, and Stealth mode no longer blanks the calendar's yield percentages and event counts along with the dollar figures.
  • Smarter Distribution Detection: a nightly integrity check now catches monthly-to-weekly distribution accelerations at the third weekly payment instead of months later, so a fund that speeds up its payouts is reflected quickly — AIPI, CEPI, and FEPI are now correctly marked Weekly.
  • Ask DV Grounding: watchlist and comparison answers are now grounded in real tool data. Ask DV reads your entire watchlist (not just the first 20 tickers), and a "compare X vs Y" reply now includes the actual numbers inline instead of a bare "I've loaded both into the compare view."
  • Polish & Onboarding: scrollable dashboard widgets (Risk Snapshot, Upcoming Distributions, Ex-Dividend, Top Movers, Top Holdings, Dividend Payday) gained auto-hide scrollbars so long lists scroll cleanly instead of clipping; the first time you open each portfolio section (Holdings, Calendar, Forecast, Analyze) a one-time tip explains the view, with dismissals synced across your devices; and the Features page's Discovery and Portfolio sections were rebuilt as bento layouts that lead with the Comparator and Risk Assessment cards.
  • Ticker Coverage: added MSOX (with a new Cannabis tag), NEBX, TSMX, and SRXH, curated brokerage-held names (ALAI, BKGI, BOTT, EEMA, ASRT, BLZE, EH, ELDN), and added Alger, BNY Mellon, and Themes as new issuers. A broad issuer-coverage pass also filled in issuers across BDCs, REITs, MLPs, and CEFs so more funds now link through to a real issuer page.
  • Risk Metrics, Front and Center: a new Risk Metrics widget brings Beta, Volatility, Sharpe, and Sortino to your Dashboard as color-zoned gauge dials, so you can read your portfolio's risk profile at a glance. The tracks are tri-colored and direction-aware — lower is better for Beta and Volatility, higher is better for Sharpe and Sortino — and each metric has its own on/off toggle (Volatility is off by default). The gauges also appear on the combined Overview card with a value-weighted portfolio Beta, and the Income preset now surfaces Risk Metrics ahead of Bargains & Baggage.
  • Sharpe & Sortino for Everyone: the Sharpe and Sortino ratio KPIs are now rolled out to all users, with a loading state, per-tab result cache, and an in-app FAQ that explains what each ratio measures and how to read it.
  • Beta Everywhere: Beta now shows up across the site — on ETF and CEF ticker pages when a value exists, as a chartable metric on the Analyze page, and as a dedicated Beta volatility risk card on the Risks view. A nightly job computes Beta versus SPY from stored end-of-day history and records a value-weighted portfolio Beta in your daily snapshots, with cash-like funds correctly reported as near-zero Beta.
  • Risk Metric Help & Ask DV: new FAQ entries cover Beta methodology, the difference between Beta and Volatility (systematic vs. total risk), and Beta volatility thresholds for interpreting your number. Ask DV now answers "what is beta" and "what is my portfolio's beta," and can field follow-up questions about improving your Sharpe, Sortino, or Beta.
  • Income Breakdown, Actual Received: the portfolio Breakdown now shows actual dividends received rather than a forward projection, with drag-and-drop column reordering on the header, configurable columns, a clearly labeled Received column that shows $0.00 instead of a dash, and abbreviated headers to cut horizontal scroll. The Received column appears for brokerage portfolios even before the first full sync completes.
  • Live Prices: ticker Portfolio Breakdown cards now show today's live move (~20-minute delay) instead of yesterday's end-of-day close, and crypto ticker prices now update live 24/7 across every coin.
  • Holdings & Overview: an empty Holdings grid now surfaces a clear call-to-action instead of a blank table, and a combined Overview is reachable from the brand logo and a new "All portfolios" pill.
  • Communications Preferences: a new Communications tab under Profile lets you opt in or out of platform updates, surveys, and portfolio summary emails. Notification history cards are now clickable straight through to their destination, and the dividend calendar's date-basis and heatmap toggles now sync across your devices.
  • Chart Fixes: the monthly-average line on the received-dividends chart is now derived from your actual received bars instead of an inflated projection, and switching portfolios no longer leaves the prior portfolio's monthly-average line and top earners on the chart.
  • Data Accuracy: tightened the expense-ratio cross-check to a 10 bp absolute floor, fixed a SnapTrade dividend/transaction date off-by-one around the US market day, and resolved a cash double-count from sweep funds that was destabilizing TTM yield.
  • Ticker Coverage: onboarded user-reported tickers including GMRE, TDVI, RSSB, OVLH, FZEXX, FSPXX, added FTBI, NTSD, SMCX, SNDU, TEMT, NXPL, VUZI and a further batch (AMDL, AMKL, AVGX, CRDU, LABX, MUU, AOD, IGA, AVK, CLDT, KULR), plus a new Voya issuer and refreshed HALX fund details.
  • Polish & Fixes: reframed the keyboard-shortcuts modal so it's no longer a confusing dead-end, fixed radial dashboard widget labels being cut off and overlapping value labels on the Compare Dist. Freq. / AUM chart, stopped saved dashboard layouts from repainting only after a manual refresh (and widgets from vanishing on logout), limited the Pro trial banner to its final three days, and cleaned up subscription status so a re-subscribe no longer shows a stale "Cancelled" state.

May

  • Notification History: a new Notifications view under Profile keeps a running history of your alerts, so a toast you missed is never gone for good. Bargain & Baggage and EODHD revision notifications now read more cleanly — one portfolio per line, and a clickable "+N more" expands the full list.
  • Safer Broker Reconnects: reconnecting a brokerage now confirms before overwriting when the detected broker changes, so a rotated account ID can no longer silently rebind or duplicate one of your portfolios. Disconnected accounts are kept as read-only snapshots instead of vanishing, and a toast prompts you to reload after a background sync finishes. We also fixed SnapTrade dropping late or back-dated transactions, the guest-only flash signed-in users could briefly see on load, and a raw portfolio ID leaking into the collection Transactions table.
  • Ticker Chart Tools: the ticker price chart gained the same toolkit as Compare — drag to resize, share, export to PNG, a cursor-aware tooltip, freeze, and keyboard shortcuts (Ctrl+S / Ctrl+D). Newly listed tickers now show a tidy "newly listed" note instead of a "no history" placeholder, a lone end-of-day bar renders as a single marker tick, and the News page picks up the latest YieldMax four-ETF closure.
  • Cleaner Controls: the News auto-refresh control is now a clear on/off toggle switch rather than a checkbox, the Compare chart controls reflow into two paired rows, and the Price/Total toggle no longer overlaps the share and download buttons.
  • Mutual Funds Now Supported: mutual funds are now first-class assets on Dividend Vision, with 500+ funds covered — including major share classes from Vanguard, Fidelity, American Funds, Schwab, and more. Every fund is tagged with its asset class (Equity, Fixed Income, or Real Estate), so screening, allocation breakdowns, and portfolio risk treat them like any other holding. When you connect a brokerage or upload a CSV, mutual fund positions are now recognized instead of skipped — see the refreshed Supported Asset Types table on the Portfolios page.
  • Total Return Everywhere: Total Return is now a first-class metric across the site. The Compare page defaults the TR column on and the TR chart line on (with Price off by default), the TR column tracks the chart's range buttons so a 1Y range shows 1Y TR, and the inline TR settings (reinvest dividends, expense drag) sit directly below the Price/Total Return toggle so you can tweak them without digging into a menu. The Screener gained a Total Return column with its own settings disclosure, inline controls styled to match the issuers page, viewport-based queueing, and a concurrency cap so big screens stay responsive while TR cells fill in.
  • Compare Polish: chart tooltips now anchor above the lines instead of covering them, the sticky snap-start keeps the active row pinned while you scroll, the legend links back to each ticker, and the tooltip shows price alongside the reference-ticker controls. Searching "SCHD vs JEPQ" (or any X vs Y) from any of the three search inputs now routes straight to the live Compare app at /compare/<a>-vs-<b> rather than a static SEO page.
  • Screener Performance: rows now batch-render so the screener paints quickly on first load instead of stalling, table headers stay sticky as you scroll, and a small spacing fix puts breathing room above the table card. Column toggles repaint the checkbox immediately and defer the row re-render so the UI feels instantaneous.
  • Manual Transactions: the add-transaction modal gained ticker autocomplete and price autofill, no longer fails when the Claude API is briefly down, and a portfolioId gap that could mis-route a manual entry is fixed. Background tx-sync jobs now auto-retry transient KMS failures with 10 min / 1 hr / 6 hr backoff so a flaky key fetch doesn't strand your sync.
  • Rounded Share Counts: share counts now round to 2 decimals in both the Dividend Calendar and the CSV import preview / portfolio builder, so fractional shares show cleanly instead of trailing eight digits.
  • Footer Refresh: the site footer is restructured into 4 even columns for easier scanning, and the Careers link has been removed.
  • Header & Menus: top-toolbar icon buttons gained hover tooltips via title attributes, and Explore-menu items render with uniform (non-bold) weight so the menu reads as a single list.
  • Ticker Coverage Refresh: added NASA and WQTM ETFs (with Tema added as a new issuer), filled in Inception Date and WQTM Underlying, started curation scaffolds for PTIR, WKHS, AIPO, EUV, TAOX, XRPN, AVX, and OKLL, re-archived ORCC (now OBDC) and removed MRCC as misclassified.
  • Data Integrity: a new nightly eodhdDetectRevisions job (00:30 UTC) plus bin/eodhd-detect-revisions catch silent historical revisions from EODHD, and every EOD year bucket is now stamped with a bars_signature so changes upstream are detectable. The news leg of the YouTube playlist sync now runs first (so /news always refreshes even if the video leg lags) and degrades gracefully when YouTube quota is exhausted.
  • Full Crypto Coverage: cryptocurrencies are now first-class assets on Dividend Vision. We track 19 major coins — BTC, ETH, XRP, SOL, BNB, DOGE, ADA, TRX, AVAX, LINK, LTC, DOT, ATOM, POL, XLM, plus stablecoins (USDC, USDT) and wrapped tokens (WBTC, WETH). Prices and end-of-day history refresh nightly, and an always-on warmer keeps ~20-minute delayed quotes fresh 24/7 (crypto doesn't close, so neither does the cache). The header search now pins a category hint when you type "crypto" — clicking it opens the screener pre-filtered to all 19 coins, sortable like every other asset class. Ask DV knows the roster too: "Do you support Bitcoin?" / "Show me all cryptos" / "Compare BTC-USD vs ETH-USD" all work. Stablecoins and wrapped tokens carry their own Stablecoin and Wrapped tags so the screener tag filter is meaningful for crypto. Dividend, expense, AUM, and issuer fields don't apply to crypto and are hidden on those ticker pages; the rest of the site (charts, watchlist, compare, portfolio risk, screener) treats them as first-class assets. This supersedes the May 2026 "Coming Soon" note further down this page.
  • New Tools Menu: a Tools menu in the Portfolios subnav now groups portfolio analysis tools in one place, starting with two new dedicated pages:
    • Portfolio Overlap — published as its own page so you can identify duplicate holdings across your portfolios and ETFs, with the similarity heatmap, overlapping-only filter, and KPI cards from the April refresh.
    • Bargains & Baggage — a new scanner that flags drawdowns and pullbacks across your holdings over a selectable window, classifies each by 1-year trend so you can tell a dip in an uptrend (bargain) from a multi-quarter slide (baggage), adds Logo and Issuer columns and a $ Chg (window) column, and includes clickable KPI cards that filter the table, a Reset filters button, an NFA pill above the title, and an optional Pro AI Analysis panel (off by default). Ask DV can also navigate you straight to either tool.
  • Bug Fixes: removed the stale "Videos coming soon." placeholder, fixed a CSP violation on the calendar page, the Grid/Agenda toggle doing nothing visible, Plaid background transaction sync hanging on infrastructure errors, and several smaller layout polish issues. Also fixed CSV/ICS exports and share buttons failing silently, an invalid ticker page showing a placeholder "Asset Type: ETF", the Assets page losing your selected ticker when you returned to the Tickers tab, the Build page overwriting a saved portfolio with the sample one, header-nav search noise and stale ticker URLs, legal-policy PDF links being blocked by ad blockers, and quiz answers leaking on the Fun and Learning pages. We also refreshed the Connect page guidance for Fidelity and Schwab.
  • Accessibility: a sweep of fixes across the site — hidden controls no longer land in the keyboard tab order, theme and settings switches are properly tied to their visible labels, the Ask DV drawer traps focus like a real dialog, and the News video carousel gained slider and thumbnail labels for screen readers.
  • About Page: fixed cropped team headshots so everyone keeps their heads on.
  • Light Mode: darkened the Ticker of the Day symbol and card text so they read clearly against the lighter background.
  • Blog: published Where Should You Store Cash?, fixed blog audio playback so the embedded narration loads reliably on every post, and surfaced Firestore-CMS blog posts on /blog with pretty URLs and a dynamic sitemap. Admin blog publishes now go live instantly via a new SSR Cloud Function.
  • New Calculators: added an Income Calculator that breaks gross and net dividend income down across distribution periods, and a Yield on Cost Calculator that compounds a starting dividend by a growth rate to show your rising effective yield over time. Every calculator now clamps dollar inputs to zero or above so a stray negative can't skew the math, and a new Dividend Tracker page joins the Tools menu.
  • Watchlists: fixed a bug where the default watchlist sync could resurrect tickers you had removed, desaturated the watchlist star icon in the subnav so it matches other tab icons, and KPI card help icons (?) now stay visible on touch devices instead of requiring a hover.
  • Ask DV: added a symbol lookup intent so phrases like "Can't find symbol X" or "Look up X" route to the right result, and fixed the "Open <TICKER> page" follow-up chip not pre-selecting the ticker. "X vs Y" and "how does X compare to Y" questions now go straight to a full comparison, the chat drawer behaves as a proper dialog (no offscreen drift or duplicate close button, and Escape closes it), Pro members see an "Open Ask DV" button instead of upgrade prompts, and section titles read clearly in dark mode.
  • Ticker Coverage: expanded coverage to include NYSE ARCA and BATS listings by default, added a profile for LQID, and shipped a new ticker-extras.json so dashboard search covers the full EOD ticker universe. New profiles this period include CAGE, HALX, LOHA, and six GraniteShares autocallable ETFs, plus new Autocallable and Downside Protection tags.
  • Ticker Pages: the dividend price chart adds a 1M range with an inline green bar fill, and stub tickers now render their dividend chart when data is available. Fundamentals now display on the ticker page, ticker-extras data feeds the in-page ticker dropdown so you can jump anywhere from the header, the Target Distribution row hides itself when a fund hasn't published a target, and the legacy "Limited research", "No research yet", and "Outside our coverage" banners have been removed. We also fixed dividends being drawn as buy markers on the price chart.
  • Crypto: crypto support is now clearly labeled Coming Soon on the portfolios connect page, with the FAQ noting that BTC and ETH are the only assets currently tracked. Dividend payouts charts now hide themselves for non-dividend assets like crypto instead of rendering empty.
  • Brokerage Notifications: Plaid and SnapTrade notifications are now off by default, and a dedicated Notifications tab in your profile lets you turn individual alerts back on.
  • Transactions: a new Refresh all button kicks off a 2-year transaction re-sync (cooldown shortened from 24h to 1h), ticker cells on the Transactions page are now clickable into ticker detail, and we fixed Robinhood weekly-dividend transactions getting mis-stamped as Buys on Refresh all. Also fixed the overlapping "No transactions found" / "Loading transactions…" messages that could appear together, and when a portfolio has no transactions at all the filter bar, KPIs, and search box now stay hidden instead of showing empty controls.
  • New User Onboarding: new accounts are now seeded with example portfolios on first sign-in, and creating a portfolio from the wizard now lands you on the dashboard rather than a blank page.
  • Portfolio Risks: a new Price Decline risk on the Risks page flags holdings trading below where they sat at the start of the lookback window. The window tightens with your sensitivity preset — 3 months on Strict, 6 months on Moderate, 1 year on Loose — and the risk can be switched off from the Disable Risks list, with its details expanding inline like the issuer risk.
  • Saved Portfolios: portfolios whose CSV format is no longer parseable now offer a one-click delete prompt rather than blocking your dashboard, and resolved tickers no longer linger in the "unsupported" list after we add coverage. We also fixed deleted portfolios resurrecting when you signed back in from a device that still held a stale copy.
  • Profile Collections: collection cards on the profile page gained Rename and Connect portfolios controls, with the connect dropdown filtered to live cloud portfolios only. Creating or deleting a collection now shows a spinner toast instead of a silent pause.
  • Dashboard Customize: the widget Configure modal now shows a live preview — change a chart's palette, metric, or display option and the widget re-renders instantly, reverting if you close without saving. Market widget cards (SPY/QQQ/DIA/GLD/USO) can be drag-reordered like the KPI cards, and destructive Customize-menu actions (Reset to preset, Switch preset, Clear all widgets) are now grouped together and ask for confirmation before discarding your layout.
  • Dashboard Widgets: the income and upcoming-dividends widgets honor their declared display options, the risk-meter widget stacks its title above a full-width meter, and the market KPI's intraday sparkline now scales its width to elapsed session time so morning charts don't look full.
  • Screenshot Import: a new Screenshot tab joins Manual Entry and Upload Holdings when you add a portfolio. Pro members can drag in an image of their portfolio — an allocation pie chart, a broker positions list, a spreadsheet — and have it read the tickers and any visible shares, dollar values, or allocation percentages to pre-fill the Manual Entry table for review. A percentages-only screenshot flips the form into % Allocation mode so you just enter your total portfolio value. Screenshots are processed in the moment and never stored.
  • Manual Portfolios: the dashboard now shows Portfolio Value and Invested KPIs for manual portfolios, not just brokerage-linked ones. Collection breakdowns now include every collection portfolio even when holdings haven't loaded yet.
  • Dashboard Top Movers: the Top Movers widget now ranks holdings by actual dollar impact on your portfolio rather than raw percent move, so you see what's really driving your day. The widget now renders from end-of-day data immediately and silently upgrades to delayed quotes when they land, with a skeleton during the overlay and no more stuck "Loading latest prices…" when delayed quotes return nothing usable.
  • Cross-Device Sync: portfolio colors, sort order, saved collections, screener and watchlist column order, watchlist/holdings/compare column visibility, and seven more UI preferences now sync through Firestore so your customizations follow you across devices. Easter-egg unlocks and dismissed banners sync too — dismiss something on your phone and it stays dismissed on your desktop.
  • Dividend Calendar Overhaul: the calendar now pops out into its own window — open it with the new pop-out button and dock it back when you're done. Pop-out zoom controls (50–200%) let you scale the grid to fit any screen and remember your preference between sessions. Filter by issuer (funds only) and by asset type, with a clearer multi-select frequency filter and a brighter green payout heatmap you can toggle on or off. Agenda view hides the redundant detail panel, the toggle is now labeled Calendar/Table with a help popover, and the day-cell shading was retuned for easier scanning.

April

  • Ticker Coverage: Dividend Vision now tracks over 1,850 tickers across all asset types — including 550+ ETFs, 1,100+ stocks, and expanded coverage of CEFs, BDCs, REITs, MLPs, preferred stocks, and more. New additions include QLD and TECL .
  • Bug Fixes: fixed chart creation using the wrong tab when the income tab is active, voice mode falsely extracting "show" as an issuer, iPad double-tap and chart rendering issues, KPI and dashboard help icons not revealing on hover on iPad, the Risk Aware preset card overlap, dividend news table column alignment, and FAQ structured data. Fixed SoFi and other OAuth brokerages showing false "Reconnect Required" alerts, Robinhood transactions not loading after connecting, cross-portfolio contamination when multiple brokerages are linked, and smoother transaction sync with smarter rate-limit handling.
  • Issuer Card Refresh: issuer pages feature enhanced card styling with gradient backgrounds and accent glows, matching the ticker detail card design.
  • Sentiment Gauge: ticker sentiment now uses a clearer 7-tier scale from Strongly Negative to Strongly Positive, replacing the previous Bearish / Bullish labels.
  • Light Mode Polish: progress bars, overlays, gradient buttons, and fintech-background pages now render properly in light mode with correct white backgrounds and styling.
  • Starter Portfolio: new users now land with a pre-built $50K portfolio of 10 popular dividend ETFs — including SPYI, JEPQ, SCHD, and more — so you can explore analysis features right away.
  • Coming Soon ETFs: the News page now features a "Coming Soon" section previewing upcoming ETF launches so you can track new funds before they hit the market.
  • Blog: published The Portfolio Paycheck — Moving Beyond the Growth Trap.
  • Portfolio Switching: switching between saved portfolios now shows a sleek top progress bar instead of a full-page overlay.
  • Compare Page: AI analysis sections now have a show-more / show-less toggle, and the Objective column supports click-to-expand popups for long descriptions.
  • KPI Formatting: all KPI cards across the site now use a shared formatting utility for consistent numbers, help popovers, and dark-mode shading — including the Portfolio Dashboard.
  • Treemap Colors: a new color dropdown on the Portfolios analysis page lets you switch treemap color schemes, including yield-based coloring.
  • Portfolio Overlap: the Overlapping Positions page now includes a similarity heatmap showing how your portfolios relate, an overlapping-only filter toggle, KPI cards with help popovers and drag-and-drop reorder, and polished styling that matches the Analyze page.
  • Ask DV Upgrades: Ask DV can now analyze your portfolio on demand, display structured portfolio cards in responses, and show thumbs-up / thumbs-down feedback buttons so you can rate every answer. Follow-up chip suggestions are now personalized to your current page and portfolio state, preserve issuer and theme context between prompts, and persist across panel reopens and page navigation. An hourly usage meter warns when you're approaching your plan limit. Screener queries are more accurate with hallucination correction guardrails, and voice commands now support removing tickers from comparisons. Ask DV also gained dashboard customization tools (Phase 1) — ask it to swap presets, add widgets, or rearrange your layout. Financial terminology is standardized across the UI and chat responses.
  • Dashboard Presets: replaced the Income Focus and Collection View presets with a new Growth preset, joining the existing Risk Aware and Income presets so you can jump-start the dashboard with a layout that matches how you invest.
  • Dashboard Customization: the Portfolio Dashboard is now fully customizable. Drag and drop widgets across a 2D grid layout, stack widgets into shared columns, drag-reorder stack members, and resize widgets across rows with cross-row drag and extract-from-stack support. Chart widgets (donut, radial, bubble, pareto, yield buckets, income chart) gained palette, metric, show-as, and display-interval options that match the Analyze page. The new Risk Snapshot widget mirrors the Analyze-page risk meter, with multiple metrics propagating into an overall severity gauge. Saved layouts persist per user via Firestore.

March

  • Ticker Coverage: Dividend Vision now tracks over 1,850 tickers across all asset types — including 550+ ETFs, stocks, CEFs, BDCs, REITs, MLPs, and more. Added AI-generated summaries across the ETF catalog and renamed JPMO to JPO to match the official ticker change.
  • Bug Fixes: resolved flash-of-unstyled-content on the nav chat icon, sign-in button, and issuers container. Fixed portfolio refresh getting stuck on a loading overlay, the portfolio pill menu not closing when the profile menu opens, Ask DV audio readback on iPad, stale portfolios lingering in the recent list, and margin risk displaying with no portfolio data.
  • Security & Accessibility: hardened content security policies across the site and improved screen reader support and keyboard navigation in frontend components.
  • Profile & Safety: improved username validation with clearer error messages and character hints, and user-generated names are now screened for inappropriate content.
  • Billing Notifications: payment failures now trigger clear in-app notifications so you never miss a billing issue.
  • Search Help: added FAQ content documenting the three search types (ticker, keyword, and AUM) so you know exactly how to find what you need.
  • Dividend News: fixed YieldMax ETFs missing Previous and Diff columns in the dividend news feed.
  • Ask DV Easter Eggs: try being rude to Ask DV and see what happens — the chatbot now has a sense of humor.
  • Tables: standardized all tables across the site to a consistent format for a cleaner, more readable experience.
  • Issuer Discovery: the "Issuers in play" section is now more prominent on the asset finder sidebar, with larger text and direct links to each issuer's page.
  • Watchlist Improvements: the watchlist save dialog has been overhauled with a polished custom modal replacing the old browser prompt. Saved watchlist tickers now load reliably on page refresh and revisit.
  • Blog Voice Player: redesigned the text-to-speech player with a unified player bar featuring VCR-style controls and a gear menu for settings.
  • DV Search: the Command Palette has been renamed to DV Search with a new header showing title, close button, and breadcrumb navigation. Double-click or tap the search icon to open it, and press Escape to close. Breadcrumbs now mirror the current page for easier orientation.
  • Brokerage Disconnection: disconnecting a brokerage shows a loading popup and cleaner confirmation flow instead of a silent wait.
  • Video Intros: the About page and Plaid Security page now feature embedded intro videos with styled text overlays.
  • Display Settings: display controls have been consolidated into the gear menu for a cleaner profile page.
  • Portfolio Dropdown: portfolios are now sorted by most recently updated so your active work is always at the top — for both cloud and local users.
  • Transaction Year Filter: a new "All Years" dropdown on the transactions tab lets you filter by year, with proper dark-mode styling.
  • Loading Indicators: saved portfolios and saved watchlists panels now show progress bars while loading, replacing the blank wait.
  • Rainbow Burst: the new default color scheme for Analyze charts brings a vibrant palette out of the box.
  • Page Transitions: navigating between pages now features smooth fade transitions, skeleton loading placeholders, and link prefetching for a snappier feel across the site.
  • Homepage Refresh: updated calls-to-action and a new outcome-driven layout make it easier to see what Dividend Vision can do for you.
  • Quick-Pick Comparisons: the ETF Compare tool now features one-click comparison buttons for popular matchups so you can jump straight into side-by-side analysis.
  • Onboarding Wizard: the getting-started wizard now walks new users through connecting a brokerage account and loads a default portfolio so you can explore analysis features right away.
  • Brokerage Integration: linked brokerage accounts now include a Holdings tab showing your imported positions in a sortable table view, plus a full Transactions tab with create, edit, and delete support. Transaction syncing is faster and more reliable with improved rate-limit handling, progress overlays, and automatic retry.
  • Stealth Mode: a new privacy toggle hides dollar amounts on your dashboard, calendar, and transactions pages — perfect for screen sharing or browsing in public.
  • Plaid Brokerage Connect: link your brokerage accounts through Plaid to automatically import your holdings and transactions — no more manual CSV uploads.
  • Stripe Payments: paid plans are now live — upgrade directly from the site with secure Stripe checkout, including free-trial support and billing management.

February

  • ETF Coverage: added profiles for EDGQ , EDGX (Global X Income Edge), NUKX , TPRY , and WEPN , plus enhanced data across the catalog with updated objectives, asset classes, and expense ratios.
  • Fixed analyze page save/load/default settings, smoother page transitions when navigating to analyze, and corrected issuer links throughout the site.
  • Search: pressing Enter now jumps straight to the first search result.
  • Blog: published The Billionaire Blueprint covering TPRY from VistaShares.
  • Income ETF Trackers: dedicated curated pages for weekly income ETFs, monthly income ETFs, and quarterly income ETFs are now highlighted across the site including the news page, homepage, and navigation menu. Basket and Fund of Funds ETFs now appear in their own group.
  • Portfolio Reports: report sections (Analysis Charts, Income Forecast, Risk Assessment, Holdings Table) are now toggle-able — pick the sections you want and skip the rest for faster report generation.
  • Risk Heatmap: added zoom, pan, and pinch-to-zoom support so you can drill into individual tiles. Zoomed tiles reveal ticker symbols and dollar values that are hidden at normal size. A new "Filter Risks" dropdown lets you toggle individual risk categories on or off with a Select All / Deselect All shortcut.

January

  • ETF Coverage: added profiles for BTYB , HAKY , ISBG , ISSB , XBCI , XQQI , and XSPI (NEOS Boosted ETFs).
  • Portfolio tables: fixed several issues with view switching, ordering, tab placement, and immediate display.
  • ETF Comparator: improved discoverability and SEO for the comparison tool.
  • Blog improvements: posts now display large landscape thumbnails with search functionality.
  • Accessibility: comprehensive improvements for WCAG 2.1 AA compliance including better focus states, screen reader support, and semantic markup.
  • Keyboard Shortcuts: press ? on the portfolio page to view available shortcuts for faster navigation.
  • Getting Started Wizard: new users can now take a guided tour of portfolio features via the light bulb menu.
  • Added the ETF Ticker Quiz game — play the quiz here.
  • New Calculators: added a Tax Estimator for dividend tax impact estimation and a DRIP Calculator for modeling dividend reinvestment growth.

2025

December

  • ETF Coverage: added profiles for BALQ , HMYY , MLPI , NEHI , NLSI , RTYY , SIOO , UNHW , YBST , and YBTY .
  • ETFs page 0 high-yield dividend ETFs.
  • Added the Fun Word Finder game — play the page here.
  • Overall polish: spacing, labels, and tooltip copy were tightened to reduce friction.
  • Navigation help menus highlight new tools so you can reach analyze and forecast faster.
  • Search suggestions prioritize the most popular tickers and clean up stale results.
  • Forecasting flows feel smoother with faster chart refreshes and clearer progress cues after changes.
  • Portfolio summary cards now surface key dividend totals and payout timing at a glance.

November

  • ETF Coverage: added profiles for NEHI, YBMN, RGYY, QBY, SEMY, NUGY, and a Nicholas income lineup (GLDN, BLOX, SLVX, FIAX, NUKX, WEPN), plus updated GIAX distribution details.
  • UI Polish: the homepage hero adds clear call-to-action buttons with a forecast anchor, and the site footer realigns affiliate disclosures to match navigation styling.
  • User Functionality: chart settings and sliders were refined for clarity, KPI chart names now follow consistent titles, voice mode properly handles explode commands, and the risk meter link correctly opens deeper analyze tabs.
  • Portfolio Analyze & Forecast: tabbed charts now support renaming, deleting, dragging, and resizing with matching hover states, while forecast tabs gain reorganizing, pop-out controls, and aligned layouts beside the control rail.

October

  • Added a portfolio Risks section—because pretending everything’s fine is more of a government budget strategy than an investing one https://www.dividendvision.com/portfolios/risks
  • FAQs: we now officially explain things we didn’t used to explain.
  • Layout & UX: tooltips, sliders, and color palettes went through boot camp; the site now flexes smoother than an ETF in a bull market.
  • KPIs: Added KPI to top of analyze page which can be configured and also clicked on to show supporting data.
  • Highlights & Filters: dropdowns got smarter, searches got sassier, and filters learned to mind their manners.
  • Portfolio Analyze & Charts: they can now highlight, zoom, rotate, pan, reset, and even download your donut charts — finally, donuts to-go. You can also color your chart with a variety of Chart Colors.

September

  • Forecast controls and analysis panels are blanketed with the new help flyout system, plus fresh inputs such as the withdrawal goal slider and shortage alert to clarify cash-flow planning.
  • Portfolio analysis adds a customizable table view with draggable headers, richer tab navigation (including the playful “Per Coffee Sip” interval), and save/reload workflows so preferred settings persist between visits.
  • A new Portfolio Build tab lets users browse sample allocations, watch explainer clips, and download starter CSVs, while the upload instructions call out the optional Group column for advanced charting.
  • ETF discovery received a major UX update: issuer/screener/ticker sections are consolidated into card-based layouts with inline help, screener results link directly into issuer/ticker views, and ticker details expose payout/tag shortcuts back into filtered searches.
  • You can now click on ticker symbols and issuers throughout the site
  • ETFs page content started for ~200 high-yield dividend ETFs
  • You can now report your dividends in different intervals ranging from Haley's Comet to Coffee sips
  • Added Our Team to about page
  • Added Halloween mode
  • News videos automatically update during the day ensuring you have the latest
  • Added starting point for resources, blog
  • Dark mode in new gear icon on top right
  • Save & Reload Charts – finally, settings that don’t vanish like socks in the dryer.

August

  • Dividend Vision goes live