What's New / Changelog

2026

September

• The screener now speaks your language: the Screener asked you to learn its control names, and a free visitor never reached the parser that could have translated. A Describe your screen box now sits above the table — type “monthly payers above 6% with a rising distribution” or speak it into the mic — and the on-device parser applies the filters for every tier, showing which ones landed with Undo and Refine in Ask DV. Only an unparsed request reaches the Pro gate. Duplicate questions were collapsed: Distribution Trend and Price Trend each asked the same thing twice, Rank My Way filtered nothing and painted My Fit Score in the same colours as Distribution Safety Score™, and “Securities I own” duplicated the toolbar My holdings button. What remains is one control per question, a Rising / Falling / Any pick for distribution direction, three quick-sort buttons named for the column they actually sort (Highest yield, Safest income, Best total return), and a first-class CAGR filter and column over 3Y / 5Y / 10Y / Max that screens the whole catalog in milliseconds because the figures are already computed. AUM chips now read $50M–$2B instead of the raw bounds, and a live Price Return sweep can be cancelled with Escape instead of stacking on itself.
• SEC filings now answers what’s coming: investors asking that on SEC Filings had no answer, because the ingest was ticker-driven, so a fund still in registration — no ticker, no holders — could never appear, and the card labelled “New SEC Fund Filing” was actually N-PORT / N-CSR / N-CEN reports. A public New Funds lane now reads EDGAR for initial N-1A / N-2 registrations and the 485APOS amendments that add series, and lists the proposed fund names and reserved tickers. A filing-type picker (prospectus, registration, fund report, company financials, material events) and a form filter that matches a family — 424B finds 424B2 and 424B3, 10-K finds the amendment too — sit beside it. Alerts name the form, the date, and what changed, and they are opt-in: the channel had been on for anyone who had never opened the explorer, so a fund family’s annual 497K batch filled the bell with prospectus language that had not changed a fee. The master switch lives on Profile → Notifications, off until you turn it on. On the portfolio, filing activity moved off Holdings onto a dashboard widget that hides when it is empty, and toolbar search ranks a filing row below the ETF it belongs to.
• A published yield that matches the year paid: HEDJ published a 6.92% Distribution Rate implying $3.94 a share a year on a fund whose best year in seven paid $2.625. It is a seasonal European payer — nearly the whole year arrives in June, the other quarters skip — and two guards each deferred to the other, so the page kept the quarterly ×4. It now publishes the realized 1.78%. The same pass bound trailing windows at today, counts a pay-date TTM total only once the cash has actually been paid, treats a schedule change as non-comparable in streaks, cuts, and annual rows, and tags a declared-but-not-yet-paid distribution in compare snapshot cells instead of letting it read as money in the door. Dividend-history pages now state the split-adjusted basis rather than “as paid,” because a reverse split made the raw series look like a collapse that never happened. A carried-forward 1-year growth figure is withheld when the window does not support it, and a ticker-page sentence about the latest distribution uses the tense the payment state actually earns.
• Forecast without a goal, Goals as a dashboard: the projection engine has always accepted a blank goal, but Forecast never let you ask for one. The Withdrawals panel still started a paycheck at month 37, the Goal KPIs read “Not reached,” and the reinvest optimizer scolded “Set a Goal/mo.” A segmented switch now asks first: Reach an income goal (the existing plan) or Just project my portfolio. Project mode hides the goal KPIs, the Withdrawals rail, the before/after phase, swap suggestions and the Monte Carlo goal-timeline, compounds at the single reinvest rate from month 1, and treats the uncapped remainder as cash income — yellow bars labelled cash income, not withdrawals. The mode persists with every other forecast setting. On Goals, the page now opens on the verdict rather than the form: the income target is the headline (“Your income plan”), edit controls sit behind Adjust plan, each card links through to Forecast, and the cash reserve reads the same include-margin setting the Dashboard already uses, so a borrowed balance cannot inflate the reserve on one screen and vanish on the other.
• Alpha now groups derivative funds by strategy: the Alpha page’s covered-call control group only got analysed when five accounts happened to hold QYLD. The nightly run now covers one control group per derivative family — full-overwrite covered calls, iShares buy-writes, bond buy-writes, 0DTE, target-distribution, flagship single-stock, and crypto option-income — and a Strategy chip filter renders from whichever buckets have a ranked fund. The recipe column prints “Single Stock · derivative of MSTR” under the ticker, so the comparison reads as versus holding the underlying outright rather than versus a mystery peer.
• Issuer pages live at a real, shareable URL: an issuer used to live at a query string whose spelling nobody could remember, and the ticker page’s issuer link often dumped you on the bare Issuers index — or, on a deep link, on some other issuer entirely. Every issuer now has a canonical slug path (for example /assets/issuers/agnc-investment), every other spelling 301s there, and the ticker-page issuer link opens the page it named. Strategy Inc. and Strategy Shares, which share a word and are not the same firm, are pinned on real data rather than collapsed into one.
• Ticker pages were shipping blank: every /assets/tickers page rendered its empty card skeleton and nothing else. The controller that fills the page had been moved behind a loader that runs after the document is already ready, and its entire boot still waited for a load event that had already fired, so the listener never ran. The page now boots immediately when the document is ready, which is the idiom every other lazily injected script already used.
• Ask DV, the microphone, and a few other seams: the browser policy that had been blocking the microphone site-wide is lifted, so the screener’s new voice box and Ask DV’s dictation can actually hear you. “If I sell X, where should I invest?” used to answer only one half. Ask DV now routes both. Searching “Becoming an affiliate” finds the affiliate pages. The Popular leaderboard’s heading said 250 most-held and then rendered 248 rows; the count and the table agree, and the rank chart’s right edge matches the table’s # column. The Dashboard’s sector ETF widget gained a bar view. On Fantasy Draft the board reprices from the live quote cache, says when those prices are from rather than only when the board was valued, and the Position Over Time line is a season-long series from nightly snapshots instead of a two-point stub that reset on every Reallocation Day. New listings include SKHQ, KPO, WRN, VOOY, BBLS, MEGI, ARIA, IPVVU and REIX; XTZ-USD so a Tezos holding stops alerting as unsupported; CCIX tombstoned after Churchill Capital IX wound down; HLX→HOS and YYGH→YFOR renamed.

August

• Candlesticks on the ticker price chart: the Help centre answered “Can I change the charts to candlesticks” with an honest no. Turning on Candles in the ticker page’s Indicators menu now swaps the line for OHLC candles, and the choice persists like volume and chart height. Direction is measured against the previous close, not the bar’s own open, so a session that gapped down overnight and recovered above its open still reads as a down day — the same reading the header’s % change already shows. Candles hide themselves on 1D (the samples are not OHLC sessions), on Total Return (only a close can be compounded), on a comparison overlay, and past about 400 bars, where a body is thinner than its own outline. Help and Ask DV now say where the toggle is and name those four windows.
• Jump between the funds you actually own: the Screener toolbar has had a My holdings control for a while; the ticker page had no equivalent, so hopping between funds you hold meant remembering and typing each symbol. One click now narrows the Ticker lookup to the loaded portfolio or collection, shows the scoped list straight away, and carries the count in scope so a short list is checkable. The filter narrows what the dropdown offers and nothing else — a pasted symbol, a ?ticker= link, and the page’s own subject still resolve. An empty scope fails open rather than emptying the only lookup on the page, and a query the filter hid no longer claims the ticker “is not found.” A bare /assets/tickers with no symbol now opens Popular rank #1 instead of a blank hub.
• DRIP income counted once, not twice: a month on the Dividends chart could read ~2×, and clicking the bar answered “No per-holding detail available for this period.” Feeds that credit the cash on the pay date and post the reinvestment purchase the next session were counted as two distributions; a portfolio listed twice in the collector was summed twice; and the Received series had thrown the ticker dimension away, so every drill-down was empty. Split-day DRIP legs now pair back to the dividend that funded them, the id list is deduped in one place, and Received bars restore per-holding detail. After first paint the tab keeps paging older history in the background (the pill reads “Loading older history…”) and caches the collapsed index for fourteen days, so a Pro user who logs in at least every two weeks paints instantly instead of waiting out 15,000 rows again.
• Ask DV now has the total returns it denied: a Pro trial user asked it to compare total returns on a set of international ETFs and suggest others. The comparison tool returned yield, expense, AUM and frequency under a rule reading “NEVER add metrics not in this result,” so the assistant was forbidden from supplying the one number asked for, and a sibling tool scripted “That figure isn’t currently tracked.” The data existed — 12,532 tickers, on the ticker page and the screener, rebuilt every deploy — and the assistant said it did not. All three tool paths now carry trailing returns and CAGR, a comparison whose funds do not share an inception date is steered to the trailing windows rather than ranking start dates, Distribution Safety Score™ actually appears on a side-by-side (the enricher was wired to a field the comparison has never returned), and “compare these and suggest others” keeps both halves instead of dropping the peer ask on the floor.
• Plus upgrades to Pro without a detour: Plus members who clicked Choose Pro were sent to Stripe’s billing portal because checkout treated any live subscription as already subscribed. The portal returned to the homepage, so they looped on Manage subscription and could not reach Pro. Same price still opens the portal. A different price now updates the existing subscription in place, with proration, and lands you on Pro.
• A portfolio switcher on the phone header: on viewports 600px and under, a second portfolio pill sits immediately left of the header Menu button, so switching accounts no longer means opening the hamburger. The original pill stays inside the menu. Tablets and desktop hide the header copy. The dropdown centers under the pill instead of drifting off the left edge, and the whole toolbar-search row is tappable on an iPad rather than only the narrow input.
• Suspended former payers still get a score: a blank distribution rate after a suspend was treated as a never-payer and dropped from Distribution Safety Score™ entirely. Intel still carried a quarterly cadence, a 5-year cut of −66% and a year-over-year of −33%, and vanished from the table. A real cut or yoy signal now grades the name (High risk); true never-payers stay unscored. Popular, the public portfolio page and the crowd simulator also share one income-weighted safety blend, and Unproven placeholders are included with a visible caveat rather than silently folded in on one surface and excluded on another.
• Coverage, lists, and a few late-August names: Watchlists came back — a ticker catch-all had been 404ing the path Help, Profile and every compare CTA still pointed at. QQQI and SPYI are tagged Covered Call so they screen onto that list; leveraged REIT products dropped off the REIT ETF list; STAG dropped off the monthly list because it does not pay monthly. Future dividends stopped being labelled paid. A Dividend Vision vs Snowball Analytics comparison page is up. New listings from the last days of August include CAPA, PRAM, ARKY, the Alphabet GOOGN and GOOGM 6.25% convertibles, TGRZ, PSOX and MARK. SKYT was tombstoned after the IonQ acquisition; AIHS renamed to VAI; BNRG to BRNX.
• Ticker of the Day now pays something: the news page’s daily card picked on theme alone, and on the eleven rotating Sector Saturdays the theme is a tag — so when the popular-funds pool carried no name for that sector the pick fell through to the full catalog, which for a sector tag is mostly individual stocks. Healthcare Saturday drew from 146 tagged names of which 104 pay no distribution at all, and the card spent a day featuring a clinical-stage biotech with no dividend history on a dividend site. The picker now sweeps every candidate pool for distribution payers first. It is a preference and not a filter, so a theme whose matches genuinely pay nothing still shows an on-theme fund rather than nothing, and a ticker already featured in the last 90 days still waits its turn — a fresh non-payer beats a repeat. The Compare pill beside the pick follows the same rule: a paying fund is now paired against a paying peer, where before two non-payers scored a point of similarity off having no schedule in common. Across a simulated year of picks the twelve non-paying days all became payers, and only Saturdays changed at all.
• Set a target, and every screen holds you to it: a new Goals page — Portfolios → Tools → Goals — keeps standing targets per portfolio and measures them against the numbers the rest of the site already shows, rather than a second set of its own. Set a dividend income target per month or per year, a portfolio value target, and a cash reserve in dollars or as a percent of the account; the reserve reuses the Cash KPI’s sweep-dedup math and the income figure comes off the same projection the Forecast tab starts from, so the three surfaces cannot disagree. Income and value targets take an optional date, and the verdict underneath is judged against your real forecast trajectory rather than an invented growth rate — on track with the months to spare, off track with the months late, not reached inside the horizon, or a plain “run the Forecast tab once” when there is no projection to read. A Risk Limits card caps portfolio beta, the largest single position, and a floor under your Income Reliability score — the 0–100 rollup of each holding’s Distribution Safety Score™ — behind a picker that shows today’s reading first, because a ceiling is unanswerable until you know where you stand. Asset Mix Targets takes up to twenty ticker-and-percent rows and reports each one’s current share and the distance to target (“now 6.4% — 3.6% to add”, “not held yet”). The targets then show up where you would look for them: a dashed green line and a Goal pill on the Dashboard’s Portfolio Value Over Time and Estimated Income widgets, the Cash Reserve widget reading the same goal instead of keeping a second one, an Income Goal KPI on the Dividends tab, and on Forecast a green line for when the plan gets there beside amber ticks at the date you asked for — the gap between them is the answer. Ask DV knows your goals too. A far-off target never flattens the chart: the goal joins the scale only while it is within 2× of the series, and the page still names the distance when it is not.
• Investors, Following and Sharing are now one loop: the three pages worked, but read as three unrelated utility screens. They are now one lifecycle — discover on Investors, follow, watch it move on Following, fork it, publish your own from Sharing, land back on Investors — starting with tabs named for the pages they actually open. Investors leads with what you can do there, puts quick-view chips over the existing sorts (Most followed, Highest yield, Safest income, Highest total return), offers Fork & analyze on every card, and makes a failed first load retryable instead of terminal: a transient error used to paint “Couldn’t load investors” on the one page whose job is to prove that people publish here. The biggest gap was that follows were portfolio-scoped, so publishing a brand-new portfolio notified nobody — a new portfolio has no followers by definition. You can now follow a person, with a Follow button and a person-level follower count on their profile and an “Investors you follow” section on Following. Public portfolio pages became worth following in the first place: QQQ and JEPI join SPY and SCHD as benchmarks, a returns table carries every series across 1M/3M/YTD/1Y/since-start (the chart can hold three lines legibly, the table holds all five), a badged Recent activity feed separates what the owner did from what a fund did — so an ex-dividend date is never read as money somebody received — and a thesis, objective, risk level, target yield and per-holding notes explain the book rather than just listing it. A benchmark whose history failed to load is now skipped instead of published as a flat line at 100, which every reader would take as “the index went nowhere.” Elsewhere: a new guide to sharing spells out what stays private and renders a live sample card, the account-wide control is renamed to what it is (a sharing pause, not a permission you have to grant first), the Plus/Pro requirement is stated before you fill in the form instead of after, and Profile rows carry a live sharing-status pill. Seven reports against the public page are fixed, including a total-return card running into the section below it, an income-cadence bar that painted Weekly and Monthly in near-identical blues, and a Follow button that showed nothing at all until the server answered.
• A broken brokerage connection now comes and finds you: the Reconnect banner rendered only on the Profile portfolio list, so someone whose connection had broken could keep using the site for days with silently frozen holdings — one user visited on three separate days of a Schwab break, 139 recorded visits, and never saw a warning, because none of those visits needed Profile. The break email and the bell fire once, at break time, and are easy to miss. A dismissible banner now renders under the navigation on every page, names the portfolio that is broken, links why connections break, and routes Reconnect to the real per-row flow. It reads the portfolio cache the page already holds, so it costs no extra lookups, and a dismissal expires after seven days — a broken connection never heals itself. Behind it, SnapTrade reconnects now always open the portal in fix mode: the vendor confirmed that the “connection fixed” event fires only for a repair opened that way, and every fallback path we had dropped into the generic portal instead, which is why 8,620 recorded events contained not one of them. A recovery tool was also written for a class of connection the previous behaviour created — broken, then wiped clean by a later refresh, invisible to the banner and to both admin queries. And the Schwab break wave itself was measured rather than assumed: every fresh authorization in that window died 23–27 hours after it was created, which is a systemic token problem and not people revoking access.
• A way back in when you forget your password: a day-one Pro trial user with a linked brokerage cancelled with the comment “Lost password” after sixteen failed sign-ins. There was no reset path in the product at all, the Help centre’s account-recovery answer described an email-link sign-in flow that had never been built, and the brute-force alert paged us to “review for compromise” over an account owner mistyping their own password from the same network as all four of their successful sign-ins. All three are fixed: a Forgot password? link in the sign-in box sends a real reset email (enumeration-proof, rate-limited per address, and it links a password to an account that previously had only Apple or Google sign-in), the recovery FAQ now describes the product that exists, and the alert downgrades to “likely the account owner” when every registered address has signed in from that network before. An unfamiliar network still raises the warning, and sign-in history now records which provider was used.
• Distribution Safety Score™, recalibrated three times in a week: three method revisions landed, each from a validation run rather than a hunch. v1.1 scores track record on payout history instead of calendar age. Thirty-one of the 421 funds carrying a perfect 100 held it only because the “short track record” nudge read a raw inception date — a mutual fund converted into an ETF inherits its predecessor’s 1997 or 2000 stamp behind eight or nine monthly payouts, and a twenty-two-year-old company that started paying two years ago is exactly as unproven as a new fund. Ten of the thirty-one have under twelve months of payment history. v1.2 charges a covered price decline. Across 187,172 observations, funds whose raw price fell while distributions kept the total-return read non-negative cut at steadily rising rates as the dip deepened — inside the Safe band, a 10%+ covered dip went on to cut at 63.4%, worse than the entire High-risk band. A new 25-point-capped factor prices that in; 988 scores moved, all downward, and 96 changed band. v1.3 caps young single-underlying option funds below Safe: parked at the shared ladder’s 79 they cut 15% or more at 34%, and which underlying craters is not knowable from trailing signals — two funds with the same structure in the same band cut 50%+ while two others cut nothing. Diversified option funds keep the shared ladder and a proven single-stock fund can still earn Safe. Two things were also said out loud: the learn page’s factor table claimed the erosion trigger is share price down over twelve months when the engine measures the distribution-adjusted change, and the score card now explains a covered price dip where one applies — standing down past 10%, so it never vouches for a fund returning your own capital. Finally, the screener’s score filter clamps to 0–100: a minimum of 150 emptied the table behind a chip reading “150 to Any” and a negative minimum matched everything, and neither was distinguishable from a real result.
• The Tools page, rebuilt as a showcase: Tools was three same-weight card grids in which the ETF Screener carried exactly as much visual weight as the mortgage calculator. It now opens on an interactive tool market — explore the bars, each one opens a panel describing what that tool is for — with jump links for the five things people actually arrive wanting: find an ETF, compare funds, analyze my portfolio, plan income, learn and research. Four featured tools sit above the fold with real mini previews rather than icons (filter chips and skeleton rows for the Screener, a head-to-head bar pair for the Comparator, a twelve-month income spark for Forecast, a growth spark for Backtest), and the sections below are ordered by intent: Discover investments now includes Lists and Browse by Tag, Understand your portfolio is given the space it earns, the eight generic calculators are compressed into a tile strip so they stop dwarfing the proprietary tools, and a new Research & learn row carries the Academy and the Blog. Emojis were replaced with one consistent line-icon set. The market chart’s bar labels are angled 45 degrees so all twenty-three read in full — capped at 42px they had rendered as SCRE…, COMP…, BACK…, with adjacent stubs running together — and light mode no longer leaves that chart on a dark panel.
• Cards that only looked clickable: our session recordings showed a dead click — a click that changes nothing on the page — in 4.11% of sessions. Five stylesheets declare a feature card containing a link to be clickable, and only the CSS half of that was ever written: the whole card showed a hand cursor while just the small link at the bottom actually navigated, so clicking the heading, the body copy, the icon or the padding did nothing at all. Found by sweeping the real pages in a browser — click every element whose cursor says it is clickable, then watch for a navigation, a DOM change or a network call — which confirmed ten dead targets on Pricing, seventeen on the Screener and eight on the portfolio-tracker page, across thirteen pages including the homepage. The affordance was kept rather than removed, because people clicking those cards were right.
• A phone left open for days now catches up: the loaded portfolio’s rows are cached per browser tab, and used to be replaced only by an explicit portfolio switch or a broker refresh that arrived while the page was open. A phone that opened a portfolio once kept re-serving those same rows for days while a desktop re-imported and the nightly broker sync rewrote the record — sold positions lingered on the Dashboard and its total drifted away from every cloud-fed page, $1.6M against $1.078M in one August report. Every page now compares the cloud’s timestamps against the moment this tab last pulled rows — on load, on sign-in, and when you bring the tab back to the front — and quietly re-loads when the cloud is newer, never clobbering rows the cloud does not have. Clicking the already-active portfolio in the navigation pill used to be a hard no-op; it now re-loads, so “refresh my portfolio” is finally something you can find. In the same pass: the Holdings KPI strip stopped collapsing to slivers on a phone, where the More metrics button had been sitting beside the bar and squeezing it to half width until every card label printed one letter per line; the ticker page is back to an even chart-and-details split at iPad-landscape widths instead of a third against two thirds; and a cold iPad load of a fund page no longer draws blank charts beside an “Upgrade to Pro” notice while the tab next to it knows perfectly well that you are signed in.
• A pass over the money screens: every page that prints a dollar figure went through a line-by-line review, and the corrections are the kind only that finds. On the Dividends tab, the current period’s partial bar was shaded and captioned as money received, and the next-payment drawer added up mixed rows into a “declared” total that was nothing of the sort; both now count only announced dollars. The Calendar emitted a weekend or holiday declaration twice — once rolled to the next business day, once at its raw date — stopped variable and unknown-cadence payers after twelve months so years two through five of the projected view came back blank, and paired a Thursday twice-weekly payer’s anchor with itself, projecting half the yearly cash. On Forecast, a market-crash event already under way was measured from a window that had closed and arrived as a gain; nominal and real dollars are now kept apart in the sustainability read, the CSV and the value goal; numbers from the previous portfolio no longer survive a switch; and GOAL REACHED stopped printing dollars in stealth mode. Risks stopped counting a money-market sweep toward issuer and tag concentration — a cash sleeve could light DANGER on its own — a failed metadata load no longer reads as an empty portfolio, and the price-decline headline counts the holdings it did not flag. The Dashboard and Total Returns had their own sets, from issuer share and cash handling to a save menu that could not be reached at all.
• Faster paint, steadier charts: the Dashboard’s Portfolio Value Over Time widget was waiting on the network rather than the browser — its history call made about five sequential lookups per ticker, so a forty-holding book paid roughly twenty round trips in series before a response existed. Those now run in parallel, and the whole ticker list resolves in a single batched read. Separately, four things that insert a strip under the navigation — the site alert, a billing notice, the new broker warning and the trial banner — each landed after the page was revealed and shoved everything below them down; measured field layout shift was 0.21, and a signed-in trial user with a broker connected could take three of those inside five seconds. They now share one rail that reserves the height it last used, which is the trick the largest banner on the site has always used to cost nothing. The Popular page’s bubble map loads with the tab that draws it, and the Investors directory paints past its sort chips.
• Data accuracy and coverage: our secondary vendor reports total assets as zero for thirteen live Vanguard launches, and we were publishing that as $0 AUM — it is now treated as missing at every step from fetch to export, the blank rows are cleared, and the affected inception dates are filled. A full-universe sweep of ETF names against two vendors found five that named a different fund entirely (CLOX, VMAX, MAGA, SOLM, and liquidated MAGO), and a matching sector-and-industry sweep corrected overlays that had been inferred from the symbol — YBMN tracks BMNR and not BMRN, BBYY is Alibaba and not Best Buy, TSLI and NIOG follow NIO and not Tesla — and pinned sector and industry on the CEFs, BDCs, REITs, MLPs and preferred stocks that had none. DKL is now flagged as a Schedule K-1 issuer. Missing weekly and daily distributions were added for DRMP and SATA. IDVZ was renamed to the Polen International Dividend Income ETF, CCCX tombstoned as renamed to INFQ, and YBMN tombstoned as liquidated — the same symbol whose price feed had printed a phantom climb to $659.50 on 49 shares while the vendor’s own live quote never left $12.58, since purged. New listings include YRAM, IOND, IA, JULV, BFAAF, YSPC and LBOX.
• Smaller things worth naming: Ask DV gained four tools that read your own history — portfolio performance, transactions, dividends actually received, and a forecast run on the same engine the Forecast tab uses, so a projection quoted in chat matches the page it came from. On the Dividends tab, a collection’s Income Estimate Trend gained a Combined / Per portfolio switch that draws each account as its own line with a per-account summary beneath it. The Dashboard’s Income Reliability watch list turned its ticker names into links, so the holding dragging your score down is one click away instead of a symbol to go and search for. The Portfolio Value Over Time breakout stopped charting accounts outside the collection you are viewing — its prefetch beat the member list landing, and an empty list read as “chart everything.” Analyze gained a context strip that states what you are actually looking at (how many holdings, grouped or individual, monthly or yearly), undo buttons, and an empty state you can get back out of. And nine autocomplete boxes across the site were given the role that makes their open/closed state legible to a screen reader.
• The full story behind your projected income: the estimate that drives your Yearly Income figure now has a methodology page of its own — Dividend Vision Income Vision™ — setting out why the industry-standard last-payment × frequency projection breaks on a variable payer, what a single one-off special does to it, how a suspended fund keeps projecting money that is not coming, and how a per-fund model, its sanity filters, and a market-day calendar improve on all three. The Dividends tab’s estimate control now carries the full name in place of a bare “Basis” caption, its help link opens the methodology page instead of unfolding a paragraph in place, and pressing a pill repaints the summary line in the same frame — the switch used to sit there for a second or two looking like a dead button.
• One source for every price we show: MRNY’s page published a $15.60 last close all day on Aug 19 while its own chart drew the real $42.00. Our secondary vendor had served the fund’s NAV in the field that is supposed to hold the previous close, and the nightly sync wrote it straight into the ticker record — so the summary card, Ask DV, the exported markdown and the published catalog all repeated it, alongside a +169% one-day move that never happened. EODHD’s end-of-day bar is now the sole source of every price we display, yfinance stays on strictly as a cross-check, and a payload whose own two price fields disagree by more than 1.75× is dropped rather than published. In the same sweep: blank inception dates and distribution frequencies were filled from fundamentals, mutual funds are read from the mutual-fund feed instead of the ETF one, a thin payment history no longer infers a fast cadence from two rows, twice-weekly and semi-monthly payers got a catch-up lane, and frozen tombstones are no longer re-fetched night after night. New listings onboarded include the Amplify Top 10 suite (XQBT, XWNG, ROBX, AHBM) plus KSMH, MPDB, BEMD, IACL, XCSH, CROB, FTG and QSPNX; Corgi’s four 2x Daily funds were renamed and their old symbols tombstoned (VBX→USSX, VOOX→USLX, XVO→USMX, XVUG→USGX).
• Bookmarks behind the DV logo: the mark in the top-left corner used to be one quick link that you set by typing a path. It is now a small bookmark bar. Click it — or long-press on a phone, or right-click, or press Enter with it focused — to open a menu of your saved destinations, with the current quick link pinned at the top; double-click jumps straight there and skips the menu. Drag any link on the page onto the logo to save it: starting a link drag anywhere lights the logo up as a target, so the gesture shows itself rather than needing to be explained. Rename, reorder, delete, or promote one to the double-click destination on the Profile card, whose own DV mark accepts drops too, and both path fields now offer a Recently visited list so a page you were just looking at is one click away instead of a path typed from memory. Twelve bookmarks, synced to your account. Touch is deliberately left alone: a tap still navigates, because a double tap is the browser’s zoom gesture and not ours to claim.
• Your own ticker tape, pinned under the nav: Plus and Pro accounts can turn on a scrolling strip of their market data rather than a generic index crawl. Choose what rides on it in Profile → Ticker Tape — prices for the active portfolio or collection, prices for your watchlists (the live one, any of your saved lists, or a combination of both), six benchmarks picked individually, upcoming ex-dividend dates, upcoming payment days — plus a scroll speed. The strip sits directly under the navigation and stays there as the page scrolls, above the sponsored banner rather than in place of it, and a Ticker tape switch in the gear menu turns it off from any page. Date rows default to today only, so they read as an alert rather than next month’s calendar drifting past; a look-ahead of up to 30 days is one dropdown away. Prices come from the same delayed feed the rest of the site uses, a quote the server served stale is labelled “prior close” with no percentage instead of painting a frozen figure as today’s move, and the licensed delay is stated plainly on the settings tab. A first-week fix: on an iPad the tape could freeze, because iPadOS leaves hover stuck on the last thing you touched and the strip pauses on hover — that pause is now scoped to devices whose pointer can genuinely hover.
• Ask DV reads our own help before it answers: three separate reports over two days had the same shape — the platform could answer the question, and the assistant said it could not. Asked why a fund was up sharply, it replied that Dividend Vision has no intraday price data and no access to news feeds and suggested Bloomberg, while our own published feeds carried a distribution announcement naming that very fund from six days earlier, and a delayed quote for it. A Pro trial user asked three ways in seven minutes how to switch DRIP on and was told each time that DRIP is a brokerage setting we do not control — Manual Entry has had a DRIP switch and a paired “Drip into” field on every holding row for months, mirrored as columns on Holdings and reinvested nightly on each pay date. Ask DV now reads the Help centre, the glossary and the Academy before it composes an answer, and it can reach a dated per-ticker news timeline, a delayed quote, and web search for the questions whose answer really is off-site. It also writes Distribution Safety Score™ properly on first use and links the actual lesson — an invented /learn/ address used to satisfy the “did we link it” check and land you on a page that does not exist — and “DSS,” which is what people actually type, is no longer read as a ticker symbol and sent off to look up a fund that has never existed.
• Plus and Pro prices now move during the day: the pricing page sells “~20-min delayed” pricing data with no per-page qualifier, and an audit found several surfaces quietly serving last night’s close instead. A subscriber searching a fund they do not own saw yesterday’s price on the ticker page itself; the Analyze tab valued every holding at the saved upload while the Dashboard re-marked those same holdings minutes later at the live quote, so one portfolio quoted two different totals; and the compare snapshot’s Last Close row and the news page’s Ticker of the Day sat on the nightly figure. All four now upgrade to the delayed quote for eligible visitors, and a fund’s Underlying row gained a live price and day-change sub-line — the line that answers “why is my fund up 120% today.” Add Holdings and the share-count math behind it price a new position at the live quote as well. The Dashboard market widgets now wear a ~20-min delayed badge, and only while the paint in front of you actually came from that feed, so a 1M view of end-of-day closes never wears a freshness label it has not earned; every stray “~15-min” string left over from an older contract was corrected to match what we sell. The refusals are the careful part: a stale quote, a prior-session quote, a renamed or liquidated tombstone, or a fund we cannot price leaves the correct closing figure exactly where it is rather than relabelling it as live.
• Your settings stop reverting when you change pages: pick Goth, watch it apply, then land on the next page in Dark. The cause was broader than the symptom. Nothing this site syncs to your account had been reaching your account — the module that watches for setting changes hooked browser storage at the wrong level, and a script that runs earlier on every page had already installed its own handler that shadowed it, so the watcher never fired once. Your cloud settings document sat frozen at its sign-up defaults, and because that same code path is what arms the “do not overwrite unsaved local choices” guard, the guard never armed either: every page load pulled the default theme down and wrote it back over the choice you had just made. This hit every synced setting, not only the theme — font size, stealth mode, column layouts, KPI order, calendar toggles, and how far you had got through onboarding.
• A second pass on the phone, with the numbers taken first: every page named in an August mobile review was measured at 390px and 430px before anything was changed, so the fixes went where the measurements pointed rather than where the eye guessed. Dashboard and Holdings now open on three KPI cards — value full-width, two short metrics beside each other — with the rest behind More metrics, instead of six full-width cards eating the entire first screen. Total Returns puts the chart above the KPI strip and collapses six full-width mode doors into three plus More, moving the chart roughly 2,500px up the page. The Calendar always opens on Agenda at phone width, so a grid saved on a desktop stops following you onto a small screen. The cookie notice uses its compact dock from the first visit, rather than a panel that covered the buttons underneath it. The Help centre’s risk-threshold tables and the pricing comparison fit inside their cards. And the getting-started wizard no longer opens over a fund page you reached from a search result — it waits for the Dashboard and Portfolio pages it was written for.
• Analyze, tidied and told the truth: the KPI strip’s editor was reachable only through a pencil that stayed invisible until you hovered the exact card it lived in, so most people never learned it existed. There is now a gear in the toolbar that is always visible, the strip holds five cards instead of three, and each view remembers its own selection. More seriously, the Risk Meter card was printing “CHILL” — the all-clear — over a book at 19.87% forward yield with half its value in funds yielding over 15%, because the risk engine only loads when you open the Risks tab and the card was reading the placeholder text out of the empty page shell. It now shows the real reading or nothing at all. Two income KPIs that rendered into the same card were separated, the “Callouts” panel is now called Separate, the table renders into the container that is actually on screen, and the KPI cards no longer collapse to an illegible 66px on a wide monitor — those numbers were right the whole time, they were simply squeezed to nothing. Holdings are marked at the live delayed quote here too, so Analyze and the Dashboard stop disagreeing about the same portfolio.
• Portfolio Value Over Time grows a gear: the Dashboard’s value chart now offers a bar view beside the default area — bucketed by day, week or month depending on the range, taking each bucket’s closing level, because a portfolio value is a level and not a flow and adding days together would mean nothing — a break out each portfolio option that draws one stacked segment per account in bar mode, and an include cash switch. That last one earns its place: several brokers report a margin balance as cash, so on the day daily recording began the line jumped by the borrowed amount; turn it off and the chart follows securities only. A separate fix for anyone who views one account at a time — a scoped view was stitching the all-accounts total onto its line where recording started, so a $60K account drew a $739K cliff and a 1,090% gain that never happened. The chart also draws faster.
• Every Academy lesson now opens with the bottom line: each article in the Dividend Vision Academy leads with an In 30 seconds answer, so a lesson gives you the point before it walks you into the definition. Seven stub articles were expanded into real lessons, twenty-nine search descriptions too short to say anything useful were rewritten, credit risk and spreads moved into Advanced Risk where it belongs, and a pass over six recently expanded lessons softened the absolutes that had crept into them — a lesson should not promise what a market cannot.
• Trade dots that appear, on a chart that follows your selection: turning on My trades for a single holding used to leave the chart exactly as it was, because the default single-fund view builds its three lines without naming the holding they belong to, and the marker layer only marks a line that names one. Dots draw there now. Reinvested distributions became markers of their own at the same time — smaller and translucent, so a weekly DRIP reads as stitching along the line while a real trade stays solid — and the buy that opened the position before the window starts is visible instead of falling off the left edge. Separately, with a Top 3 or a row-click selection active, the My Position Return chart drew the whole book while the cards and table beside it showed only what you had selected: a $627 selection sitting over a $500K chart, with the view buttons looking dead. The chart, its cost base, and the dashed “what you paid” line all follow the selection now, and the title names the scope you are looking at.
• How much of your income is actually reliable: a new Income Reliability widget on the Dashboard and a full report on the Dividends tab roll each fund’s Distribution Safety Score™ up to the whole portfolio — weighted by income rather than by position size, because the question being asked is how much of the cheque is at risk. A donut shows the share of your projected annual income sitting in each safety band, with the income-weighted portfolio score in the middle. It is deliberately not a single averaged number standing alone: an average hides a small position with a terrible score that pays a quarter of your income, which is exactly the case this card exists to surface, so the band split and the watch list sit directly under the score. The report table lists every holding with its score, its 90-day move, the income at stake, and its largest deduction written out as the thing it actually is — “Very small fund ($18M)”, “High 1.85% expense ratio” — plus the points it costs, sortable so one click answers “what is hurting my scores most.” Income we cannot score is reported separately rather than averaged in as a zero. The donut, the portfolio score and the band split are free; the per-holding figures are a Pro feature.
• Smaller fixes worth naming: the toolbar’s search box opens as an overlay instead of pushing the rest of the toolbar aside, which had been moving the icon out from under the cursor between the two clicks of a double-click — the gesture that opens DV Search. The pricing page opens on annual billing, matching the checkout window it hands you to, instead of hiding the cheaper per-month price behind a click. The Top earners card’s help badge stopped swallowing the line beneath it and printing it across the title, and gained a month/year switch. The navigation’s portfolio pill shows “Select portfolio” rather than vanishing when nothing is loaded. Social links on Profile are labelled per network and accept a bare handle. The issuer sentiment chart stopped clipping scores and long names at its edge. The news page’s Recently Released widget stopped flashing stale pins as it loaded. A public portfolio share card dropped an @handle link that went nowhere. And Microsoft Clarity is handed a pseudonymous account id and nothing else — your signed-in email address, including an Apple Hide My Email relay address, is no longer passed to it, which is what our cookie policy described all along.
• A shorter path to what a fund pays: the ticker page’s Dividend History card now ships collapsed behind its heading. The chart above it already answers “what does this fund pay,” while the payment list underneath runs to hundreds of rows on a long-lived monthly payer. Click the heading to open it — a link straight to the payment list still opens it on arrival — and an expanded list now scrolls inside the card with its header pinned, instead of pushing everything below it off the screen. The copy was reworked too. “Change from year-ago payment” is now “Change from previous payment”, comparing each amount with the one immediately before it whatever the cadence: the year-ago compare only lines up for a quarterly payer with more than a year of history, so on a monthly fund launched last October it printed a column of dashes. We also dropped a trend-fit sentence that quoted a number which moves whenever one quarter outsizes the next — it read as a cut that never happened. The new help text says the quiet part plainly: for a variable payer, a payout that moves every period is the strategy working, not a warning.
• Re-linking a broker is not income growth: delete and re-import a brokerage portfolio and, on the day its daily snapshots begin, your merged income series jumps by that whole portfolio’s income at once. The Income Estimate Trend card used to explain that jump as trading — “added to ULTY (+$204/mo)”, a fistful of new positions — reading an accounting event as income you had gone out and bought. It now names it: a “Portfolio imported / linked” row in the Why-income-changed table, carrying the new portfolio’s whole first-day income under its own name (“Robinhood portfolio imported on Aug 5 (+$2,037/mo)”). Genuine trades on the same day keep their own attribution. History before the link day is deliberately left alone rather than backfilled — the daily estimate is value × forward rate, and neither can be reconstructed faithfully for days the holdings were not tracked — and a footnote on the table says so rather than leaving you to work it out.
• A custom date range no longer reads as this week: the Income Estimate Trend’s headline sentence always said “over the past N days.” That is true of the presets (1W, 1M, All), which always end at the newest snapshot — but the Custom picker can close a window in the past, and the sentence then dated an old move to right now: a range of Aug 4 to Aug 7 read “up $2,037 over the past 3 days” when you opened it on Aug 17. A window that ended earlier is now dated instead — “over the 3 days ending Aug 7,” or simply “on Aug 7” for a single day — and switching back to a preset restores the “past N days” wording. The amounts, the movers, and the driver attribution are untouched; only the sentence describing the window changed.
• Asking how to refresh now lands on refreshing: a real search in Ask DV read “How do ro refresh” — “how do I refresh” with one two-letter word mistyped — and found nothing, which turned out to be the smaller half of the problem. The whole refresh family was unclaimed, so a perfectly typed “how do I refresh” missed too: the two most carefully written help answers we have, one for re-syncing broker holdings and one for a hard browser refresh, could not be reached by any of the phrases they were written for. Worse, the miss leaked — with nothing claiming the topic, “why is number of shares not refreshing” was treated as an Academy lookup and returned Sharpe Ratio, because “share” is one edit away from “sharpe.” Someone reporting a stale broker sync got a lesson on risk-adjusted return. Refresh, sync, cache, and version questions now route to product help, the intent match survives a mistyped pronoun, and an ask that never says what is stale is asked which refresh it means instead of having one of three guessed for it.
• Tools, regrouped: the Tools page was rebuilt around what you are trying to do rather than what shipped when. Cards now sit in three plain groups — Research Tools (Screener, Comparator, Backtest, Reverse ETF Lookup, Alpha Rankings, Popular), Portfolio Tools (Dividends, Forecast, Analyze, Risks, Overlap, True Exposure, Total Returns, Calendar, Bargains & Baggage, Periodic Table, Report), and Calculators — each reordered so the tools you tend to open together sit together. The category accent colors were calmed down at the same time, so the page reads as one shelf instead of competing highlights.
• A missing weekly payment no longer reads as covered: DRMP pays weekly, on Fridays, and our data vendor quietly dropped its Aug 14 week. The staleness check waved it through, and the reason is worth naming. The window for a weekly payer is 12 days — deliberately loose, so an ordinary 7-or-8-day gap between ex-dates never raises a false alarm — but that same loose window was also being used to promise a series was fully covered, and those two questions want opposite biases. DRMP sat 11 days stale, comfortably inside the window, while a whole payment was missing and its trailing yield read low. Coverage is now aged against each fund’s own observed cadence — one payment period plus slack — instead of the looser alerting window, so a weekly payer that skips a week is flagged as a gap rather than declared fine. DRMP’s Aug 7 and Aug 14 payments are in.
• The core screens now fit a phone: Dashboard cards, Portfolio Breakdown, Screener rows, and Compare tables now clip to a 390px phone width instead of opening a sideways scroll. KPI strips drop to a single column through 640px so Invested and Yield on Cost stay on screen rather than off the right edge; Portfolio Breakdown becomes cards instead of a table; Compare stacks metric-then-funds and moves the charts above the snapshot; and the Screener’s secondary actions move into the overflow menu. Sideways scroll is now allowed in exactly one place — a chart that asks for it — and an automated check fails the build if any of those four surfaces opens a horizontal slit again.
• Help where the question comes up: the renaming below only helps if the definition is there at the moment you squint at the number, so every column header carrying one of the new names now opens a popover on Total Returns and the Dashboard breakdown — Fund Total Return, My Position Return, Avg Purchase Cost, Cost Basis (total paid), Dividends Received. Unrealized Return stays a separate figure (price only, income excluded), and its tooltip now points at My Position Return for the number that includes the cash. The same wording reached the ticker cost overlay, the Manual Entry and CSV cost-basis fields, and the Yield-on-Cost calculator, and there is a new Help answer for the question that started all of this — “Why doesn’t Total Return match my gain/loss?” — which names where each number lives. The screener, Popular, the ticker vs-benchmark chart, backtests, and Ask DV all say Fund Total Return now, and a ticker page’s opening line does too, so landing on a fund showing 47.6% cannot be read as your own gain.
• A full pass over every fund’s identity data: we audited the whole ticker universe field by field — name, type, status, issuer, inception, description, objective, tags, sector, frequency, expense ratio, CUSIP, website — and corrected what was wrong only where an official issuer page, fact sheet, or SEC filing confirmed the right value. Duplicates were collapsed so each ticker sits in exactly one category, six newly listed ETFs were moved out of the stocks bucket, nine stray Asset Class labels were folded onto the controlled vocabulary, and more than a hundred funds picked up their real issuer website in place of a third-party or missing link. Editorial AUM and net expense-ratio figures now carry the date they were pinned, so a stale number is visible as stale instead of reading as timeless. Named fixes include QDVO, MLPI, HIG, SPCX, ECC, PDO, OXLC and PFFD, plus IINC and NICO — whose identities were rebuilt from their official pages and whose duplicate copies were removed — and NOBL’s CUSIP no longer runs into the heading below it.
• Fund performance vs what you own: Total Return now has three named jobs so the same words cannot mean three maths. Fund Total Return is the one-share path with distributions reinvested — fund performance, not your money-weighted account return. My Position Return (Holdings + the My Position door on Total Returns) is what you made on what you paid. Forecast’s growth slider is Assumed Annual Return, an assumption, not a measured return. Avg cost is Avg Purchase Cost (raw purchase price, not ROC-adjusted tax basis); Cost Basis (total paid) is the dollar total; Income Yield on My Cost is payout ÷ that basis; Received Cash is actual paid cash by pay date, not a projection.

July

• Your Projected Income Is Now a Range, Not a Promise: the Yearly Income card shows a “Likely $X–$Y/yr” band under its headline figure, and the projected chart’s bars carry whiskers that fan wider in later months. Both are computed from each fund’s own payout record — how much its recent distributions actually vary, plus how much its payout level has been drifting — so a portfolio of steady quarterly payers gets a tight band while option-income funds show their honest spread, and December’s whisker is wider than August’s because more can change between now and then. The claim on the label is literal: half the time, a year like this one lands inside the band. We know because we tested it — graded against roughly 120,000 realized fund-years, our first version of the band was too confident (it contained the real outcome only about a third of the time), so we widened it until the 50% promise was actually true, and an automated monthly re-check now keeps it that way. Two honest limits, on the label and in the help popover: the band only draws when funds with enough payout history cover most of your projected income, and no historical range contains a distribution cut or suspension — judging that risk is the Distribution Safety Score’s job, which is exactly why the two ship side by side.
• Meet DV Income Vision™: the estimate behind your projected income now picks the best model for each fund — and it earned the job by backtest. The old Estimate basis control on the Dividends tab offered five choices (Latest / Auto / Avg / NAV / TTM, plus a history toggle) that asked you to understand projection internals. It is now two: DV Income Vision — Dividend Vision’s forward-income projection, and the new default — and Industry Standard, the last-payment-times-frequency number brokers publish, kept so our figures reconcile against any other tool’s. DV Income Vision reads each holding’s own payout history: a fund whose distributions barely vary projects its most recent payment, which sees a raise a full period sooner than any average; a variable payer projects an average of its recent regular payouts, with one-off specials excluded, so a single fat week never sets your whole year. Nothing about this was taste: we replayed roughly 129,000 forward-year tests against what funds actually went on to pay, and this pick beat the industry-standard estimate on the median, the average, and every payout cadence. Measurement cut both ways — a NAV-tracking projection we built for option-income funds lost its own backtest, even on the funds it was designed for, and was retired. Because the default changed, your Yearly Income figure may have shifted; it now runs on the model that predicted best, the pills above the projected chart let you flip to Industry Standard any time, and the methodology page shows all the work. It also completes a pair: the Distribution Safety Score judges how durable a payout may be — DV Income Vision projects how much may arrive, and when.
• Spotting Funds That Hand Back Your Own Money: the Distribution Safety Score now reads a fund’s share price over three to five years, not just the last twelve months — and it reads the raw price rather than the distribution-adjusted one. That distinction matters more than it sounds. An adjusted price adds every payout back in, which is the right way to measure what you earned but exactly the wrong way to spot a fund returning your principal, because the payout and the price decline cancel each other out. A fund yielding 48% whose share price actually slipped over the year could read as a large gain. Measured on the raw price across several years, a steady downward glide alongside a big distribution is close to arithmetic proof that some of the “income” is your own capital coming back. In back-testing the new signal separated future NAV damage better than the existing twelve-month erosion check while deducting fewer points, and it shares the same combined cap as the other price signals so one bad stretch is never charged twice. The methodology page spells out how it is scored.
• Leveraged Funds Are Now Scored as Leveraged: the score has always deducted for leverage — a leveraged book can gap down hard, and that turned out to be the single strongest predictor of future NAV damage in the whole model. But the deduction keys off each fund’s tags, and 488 leveraged funds were missing theirs, so for those the charge silently never applied. Every ProShares Ultra, Direxion Bull/Bear, and 2x/3x fund in the catalog now carries the tag, and their scores reflect the risk they actually run. Funds whose names merely look leveraged were deliberately left alone: an Ultra Short bond fund is describing its duration, a Leveraged Loan fund is describing what it holds, and a Bear 1X fund is inverse rather than amplified.
• Data Accuracy: five BNY Mellon equity ETFs briefly carried a Distribution Safety Score built on a bad price reading. Each had done a genuine three-for-one share split that our market-data provider had not yet reflected in its adjusted price history, which made the funds look as though they had fallen ~60% over a year when they had in fact risen about as much as the market. A new automated check caught the contradiction — a fund whose volatility says it moves with the market cannot also diverge from it that far — and the affected scores are corrected.
• Your Dividends Tab, Now an Income Command Center: the portfolio Dividends tab was rebuilt to answer the question everyone actually asks — why did my income change? A new “Why income changed” breakdown groups recent moves into distribution raises, cuts, shares added or trimmed, and new or closed positions, and names the holdings behind each, so a real payout change is finally separable from money you simply added. Because that estimate is value × rate, a volatile fund’s price swing used to masquerade as a payout change; every flagged move is now cross-checked against the fund’s declared per-share history, so a rally with no actual cut no longer reads as one. Alongside it, two headline numbers — Received YTD (realized cash since Jan 1, versus the same stretch last year) and Next Payment — plus an Announced shade on the projected-income chart for payouts an issuer has already declared, a click-any-bar drill-down into which holdings make up a given month, and a Top earners list that flags when too much of your paycheck rides on one position.
• Gauge Your Knowledge: a new quiz in the Academy asks 12 quick scenario questions and hands back an investor profile, a topic-by-topic breakdown of what you know, and a personalized reading path built from the lessons you miss — every answer teaches something as you go. Your last score is saved, so the Academy greets you with it when you return.
• Total Return, Every Timeframe at Once: the Screener’s single switchable Total Return column is now ten independent columns — 1M, 3M, 6M, YTD, 1Y, 2Y, 3Y, 5Y, 10Y, and Max — that you add from the column picker and sort like any other, so you can line up one-year against five-year total return at a glance. Each timeframe also gets its own Min/Max filter row (they combine, so you can ask for funds up over five years and down over the last month), and the reinvestment and price-trend controls moved into a tidy Performance panel. Every figure is still computed live per fund — price change plus reinvested distributions.
• A “Distribution Safety Score” Screen: the Screener gained a ready-made High Distribution Safety Score ETFs preset that surfaces high-yield funds which also clear a strong Distribution Safety Score — durable income rather than yield traps — so generous payers that have actually held up are one click away.
• Chart Funds Against Gold, Silver & Bitcoin: a fund’s price chart and the Compare chart already offer a one-tap “add the underlying” button (a Nasdaq-100 income fund suggests “+ QQQ”). That now covers the commodity- and crypto-backed funds behind so many recent launches — gold, silver, Bitcoin, Ethereum, and Solana each suggest a tracking proxy (GLD, SLV, BTC-USD, ETH-USD, SOL-USD) — and a multi-asset fund now offers every leg at once, so a “100% Bitcoin, 100% Gold” fund adds both BTC-USD and GLD in one tap instead of nothing.
• Sharper Distribution Safety Score: the score now flags penny-stock fragility on individual stocks — a small company (under $2B) trading below $5 a share carries higher payout-cut and delisting risk than its size alone suggests, so it takes a deduction that grows as the price slips toward $1. The charge is gated to small caps, so healthy blue chips that merely trade at a low nominal price aren’t penalized, and it never applies to funds, whose share price is arbitrary. The methodology page spells out the new factor.
• A Bigger, Better-Linked Glossary: the Glossary gained roughly 19 new plain-English definitions — from Asset Allocation, Dollar-Cost Averaging, and DRIP to Return of Capital, Sequence of Returns Risk, and Value at Risk — and dozens of entries now end with a “Full guide →” link that jumps straight to the matching in-depth Academy article, so a quick definition can become the full explainer in one click.
• Drafter Chart Controls: the fantasy-draft performance charts gained a 1W / 1M / 3M / Season timeframe toggle, and drafters holding weekly payers can switch the dividends chart between Weekly and Monthly bars — with per-fund hover attribution — so income cadence is far easier to read.
• Polish & Fixes: dollar amounts that could blank out on some older browsers — across our calculators, the fantasy-draft tables, Compare pages, and the income-goal and overlap tools — now render everywhere; Screener updates (including its saved screen presets) now land on your next visit instead of waiting out a stale browser cache; the Recently Released widget stays hidden when its data can’t load rather than showing a misleadingly short list; the Assets Popular tab’s rank history now refreshes several times a day; and three equity funds (COWZ, COWS, and IWMI) that were mislabeled with a Cash tag — listing them among true cash-equivalents — are corrected.
• Meet the Academy: our learning hub — formerly “Learning Lab” — is now the Academy, and it grew. A beginner wave added 8 foundational guides (what a dividend is, what an ETF is, how to start dividend investing, stocks vs. ETFs vs. mutual funds, brokerage accounts 101, how to read an ETF page, whether you can live off dividends, and common beginner mistakes), bringing the library to 95 articles. A new flagship Distribution Safety Score methodology page lays out exactly how the score is built — and how well it has held up in backtesting — and the homepage and footer now surface the Academy so it’s easier to find.
• Cash Reserve, Now Readable: the Dashboard’s Cash Reserve trend was rebuilt from an axis-less line that dove off-screen into a clean month-by-month bar chart with dollar gridlines, month labels, and dashed goal and average overlays. A new “Break down bars by” option splits each bar by portfolio or by where the cash is held, turning off Include margin debit now excludes the margin balance across the entire history (not just today’s point), and a hint nudges you to set a goal amount when you’ve chosen a goal mode but left the target at zero.
• Steadier Brokerage Connections: after a report of a sold position lingering past a reconnect, we hardened brokerage syncs. Dividend Vision now detects when a broker returns stale, pre-outage holdings and flags data more than five days old instead of saving it as a fresh sync, the daily audit proactively flags a silently-broken connection even when the broker’s error webhook never arrives, and “sign in again” alerts always send so a broken link can’t go unnoticed for days. We also added Citi, PNC, US Bank, TIAA, Edward Jones, and Transamerica to the brokers we recognize for SnapTrade connections.
• Your Data Is Safe: when a portfolio can’t load because the server is briefly unreachable, the Dashboard and Holdings pages now show a clear “your data is safe — try again” banner with a working Retry button instead of dropping to the same empty screen a brand-new user sees, so a transient network blip no longer reads as “your data is gone.”
• Richer Draft Holdings: the fantasy-draft holdings table now shows dividends received, total return, and price return for each position — dividend-adjusted and measured since you drafted it — plus a Shares column so you can see the share count behind every allocation.
• Friendlier Imports & Exports: portfolio CSV upload now accepts value-only files (a dollar-value column with no share counts), so our own Bargains & Baggage export re-imports cleanly. Every CSV and calendar .ics export now carries a name-and-date provenance header (never a dollar figure, so it stays stealth-safe), and the transactions export is finally dated.
• Optional Portfolio Insights: a new Portfolio Insights widget states, in plain language, where your value and income concentrate — e.g. “Half your dividend income comes from 2 of your 4 income-paying holdings” — drawn from the same concentration math as the Risk Snapshot. It’s off by default; add it any time from Customize → Add widget on the Dashboard.
• Dashboard Polish: fixed phone-only bugs where wide widget tables (Upcoming Distributions, Ex-Dividend Dates) clipped their right-hand columns and widget titles hid under the drag and gear handles, and silenced a harmless 401 the Market and Sector ETFs widgets logged for signed-out visitors.
• Calendar on Phones: the Dividend Calendar now defaults to its agenda (list) view on narrow screens, where the seven-column month grid left too little room to read each day — your explicit choice always wins and is remembered.
• Faster Assets & Academy Pages: the Screener suite (and its multi-megabyte catalog) now loads only when you open the Screener tab instead of on every Assets view, and the Academy pages picked up mobile speed fixes — right-sized WebP banners, an earlier content reveal, and a lighter data client.
• Data Accuracy: a Distribution Safety Score no longer appears on funds that pay nothing by design (e.g. XDIV and XBOX); we corrected inception dates for QDTE, XDTE, and RDTE, filled hundreds more blank ETF inception dates from fund fundamentals, recategorized NLCP as a REIT, and set the correct asset class on BWQG and MDCR.
• More Head-to-Head Comparisons: we published a large batch of new Compare pages seeded from real search demand, so more of the fund match-ups people actually look for now open straight into a side-by-side.
• Ticker Coverage: added TY, BTCFX, FUSD, and batches including ALLT, AVNW, RBBN, LITC, LRCC, TMGN, MIC, NVVE, and KWH, alongside a new Burke Wealth Management issuer.
• Faster Everywhere: a sitewide performance sweep took the homepage's mobile Lighthouse score from the low 50s toward 80+, then rolled the same wins across the rest of the site. Heavy hero and infographic images (some multi-megabyte PNGs) were converted to responsive WebP, Firebase and its reCAPTCHA App Check no longer load on pages that don't need them (the hidden auth iframe is off the critical path), the chat bundle preloads only after the page settles, and duplicate ticker-index.json fetches on the home and News pages were de-duplicated. On Compare pages we also stopped the layout jump as the ad banner loads — banners now reserve their slot and ship as far smaller images — so the page settles in one clean pass. The net effect: pages paint noticeably quicker, especially on mobile.
• Clearer Fund Comparisons: side-by-side Compare pages now lead with the takeaway instead of the data. A “Bottom line” decision box under the hero spells out choose one if… vs. choose the other if…, and a skimmable “Who should choose each?” section lays out who each fund actually fits. The copy is generated per pair from attributes we already track — strategy, yield, expense ratio, beta, and asset class — so it’s bespoke to the two funds (and says so honestly when they’re “nearly interchangeable”), with a no-free-lunch caveat when a high-yield option- or crypto-income fund is set against a plainer peer. The closing call-to-action now names the free 7-day trial explicitly. See it on SCHD vs VOO.
• Sharper Ticker Charts: brand-new funds no longer freeze their price chart on a lone pre-inception placeholder bar (the ~$25 anchor that appeared before a fund's first real session). A watchdog now re-pulls a young fund's end-of-day history when its latest bar goes stale and drops the phantom anchor, with a nightly detector so the freeze can't silently return.
• New Funds Surface Faster: freshly-listed ETFs were staying invisible on the New ETFs screener whenever their inception date was blank — which was true for a large share of the catalog. Onboarding now fills a fund's inception from its first trading session, and a backfill pass filled the gaps, so new launches show up on the New ETFs screener right away.
• Steadier Brokerage Imports: fixed a holdings cap that could silently drop positions and inflate the Cash KPI on large direct-indexing accounts (e.g. Wealthfront, which can hold hundreds of individual stock lots in one account). Positions beyond the cap now roll into the Untracked KPI with a clear “max holdings exceeded” marker instead of vanishing into phantom settled cash.
• Smarter Toolbar Search: name and issuer matches no longer get buried under substring noise. Searching “intel” now surfaces GPT (Intelligent Alpha Atlas) and INTC ahead of the dozens of funds that merely mention “intelligence” deep in their name, and issuer results list their tickers again.
• Ask DV Draft Polish: the Ask DV fantasy-draft assistant now captions each table with the baseline it measures from — the leaderboard's Total Return is measured from each drafter's locked-in buy price, while Today's Movers is the day change versus the prior close — so a green mover next to a red return no longer reads as a contradiction on draft day.
• Plain-English Tag Pages: our tag hub pages now spell out obscure acronyms right in the subtitle — a page tagged LNG reads “… tagged ‘LNG’ (Liquefied Natural Gas),” and the same goes for tags like 0DTE, CLO, and VIX — while household terms (ETF, S&P 500) stay bare.
• Ticker Coverage: added a wave of leveraged single-stock, structured-buffer, and thematic funds anchored by a new Corgi Strategies issuer (OWN, WEBX, WX, QJL, RKX), Tradr 2x daily ETFs (QNTU, RMBX, TSEU), PGIM's PQX S&P 500 Quarterly Buffer, Kurv's LCTO Large-Cap TaxOptimized ETF, GraniteShares leveraged names (BBUL, PUL), and SVAC. We also enriched ARKE with its ARK DIET Q3 Buffer fund data, tagged Cheniere (LNG), and corrected the WRTH distribution frequency (Monthly → Quarterly).

June

• Sector ETFs on Your Dashboard: the Dashboard gained a Sector ETFs heatmap widget that shows how the major sector funds are moving at a glance, backed by an intraday data pool. It defaults to a half-width card on a 5D timeframe, adds a 1W chart range, and links into a ready-made Sector ETFs popular comparison so you can drill from the heatmap straight into a side-by-side.
• Risks, Now Exposure-Aware: the Risks page and the Dashboard Risk Snapshot were reworked so every risk now tells you how much of your portfolio it touches. Each card carries an exposure chip that self-labels its unit (“X% of portfolio” or “X% of income”), headlines are value- and income-weighted instead of raw counts, and risk chips open a clickable explainer popover. The risk donuts were reweighted to match the headline pill and their crowded labels de-collided into clean, spaced columns.
• Ask DV Draft Assistant: Ask DV gained a fantasy-draft pick assistant and now surfaces site-wide Distribution Safety Scores directly in chat. Draft plans render clickable tickers, sync to your watchlist, and auto-tune their depth, with finer-grained region-qualified equity exposure in the plan and free-user recommendation queries routed to the live Screener plus a Pro-badged Ask DV row.
• Distribution Safety Score, Retuned for High Yield: the Distribution Safety Score was reworked for high-yield option-income funds — it now enforces ongoing eligibility (penalizing skipped distributions), relaxes a noisy trend gate, adds a regime-confidence ceiling for young funds, and fixes a phantom “falling payout” flag on quarterly payers like SCHD.
• Sharper Public Sharing: Enable public sharing is now a true master switch over all of your public portfolios, the public-profile UI was reworked into a collapsible section with a clearer sharing toggle and save flow, and the toggle hint copy now links straight to the Portfolios tab so it's obvious what gets shared.
• Forecast Goal Markers: the Forecast page now keeps a persistent “Goal reached” marker on the chart with clearer goal- and withdrawal-phase copy, and the “meet goal fastest” optimizer was fixed to redirect to sensible targets and never hand back a worse plan.
• Volume on the Chart: ticker price charts gained an optional volume overlay (toggle sits beside the Avg-cost control), styled in neutral slate for both themes, and the dividend payout chart's hover tooltip now includes the % yield for each payment.
• Bigger Watchlists & DRIP Picker: the watchlist limit was raised to 250 with the count and any overage surfaced inline, and the Forecast page's “Assets in my watchlist” DRIP path gained a saved-watchlist picker so you can forecast against any list you've saved.
• Smoother Transactions & Dividends: the Transactions panel now opens on all activity instead of only “Yesterday,” the portfolios Dividends tab dropped its heavy black card wrapper, and your subscription renewal date now appears on your account.
• Data Accuracy & Coverage: corrected several fund details — the Kurv ETF names and TSLP expense ratio, CAGE (Annual frequency, 0.74% expense ratio), and the GPTY inception date — ran a distribution-frequency audit that fixed mislabeled cadence on funds like ALLW and XHE, fixed a false “Limited data — no track record” flag on long-history funds, and corrected Yahoo logos on tickers whose website is a Yahoo Finance URL (e.g. DLR).
• Discover Related Funds: Ticker pages gained two new ways to explore sideways. A Similar funds rail surfaces the funds most like the one you're viewing (logo, symbol, name, yield, and a short “why” chip), and a new “<ticker> exposure” section flips the holdings relationship around — it lists the income funds written on a stock (single-stock covered-call and leveraged funds) and the ETFs that hold it as a top-10 position, with each fund's weight. We also tightened the Similar-funds quality floor so only genuinely close matches show.
• See Your Cost Basis on the Chart: the ticker price chart can now overlay your average cost as a dashed line with a “12sh @ 34.61” label, and a collection that holds the ticker across multiple portfolios gets a Blended / Per-portfolio toggle. The Portfolio Breakdown card adds an Avg Cost column, configurable columns, and gain/loss, and a new Avg Cost stat appears in the Financial Data card whenever your upload carries cost-basis and share data.
• Compare, Risk-Aware: the Compare returns table gained Sharpe, Sortino, and max-drawdown columns, each with its own per-column help popover, and we published a fresh batch of GraniteShares YieldBOOST vs. underlying comparison pages.
• Dashboard Breakdown & Bargains: the Dashboard Portfolio Breakdown picked up Gain/Loss, Total Return, and % of Collection columns, while Bargains & Baggage added a “Bargains below cost” filter and a “Baggage: only below cost basis” toggle so you can focus on the positions actually underwater.
• Help & Search Polish: the Help & FAQ page added one-click popular-search chips and new articles covering export to CSV, dark mode, and how to read beta ranges. You can now double-click the light bulb to jump straight to Help, toolbar search pins /help for help/FAQ queries and is apostrophe-insensitive for “What's New,” and the search box now draws its placeholder examples from the live Popular leaderboard.
• Data Accuracy: corrected an understated Distribution Rate for daily-paying funds (e.g. SATA), excluded future declared ex-dates from dividend history, added an afternoon dividend catch-up pass to close same-day ex-date lag, fixed the SLVO issuer (UBS Asset Management), and dropped implausibly large beta values for daily-payer and fixed-income tickers — with new sanity checks and a CI guard so bad betas can't silently ship again.
• Ticker Coverage: added ADDS, GSJY (Goldman Sachs ActiveBeta Japan Equity ETF), HELP, BKLG, SPAX, SSPC, and WELD.
• DRIP, End to End: dividend reinvestment is now wired through the whole workflow. Mark holdings for reinvestment with an optional DRIP column in your CSV import, and the Forecast page's “% reinvested” slider seeds itself from those holdings. The nightly compounding job now reinvests on each fund's pay date (the industry standard), and the Invested and Yield-on-Cost help text explains how reinvested dividends factor into each figure. Reinvestment is gated by plan tier, so frozen or unentitled portfolios stop compounding.
• Ticker Coverage: added ACOM (Harbor Active Commodity ETF), GPT (Intelligent Alpha Atlas, with a new Intelligent Alpha issuer), plus FHIL, NVPS, MKTW, NUDG, and THNQ. We also recorded the WPAY → TOPW rename so the old symbol links straight through to its new ticker page.
• Watchlist Upgrades: an editable Watchlist name card with a saved-list selector lets you name and switch between your saved watchlists right in place, curated watchlist cards are now clickable with titles that link through to their page, and a new Screener bulk action lets you row-select tickers and add them straight to a watchlist from a Watchlist menu.
• Screener, More Powerful: a new sortable Popular column pins right after Watchlist on every preset, a Price Trend filter joins the Performance panel, and a My / DV screens toggle with save-current-screen lets you keep your own saved screens alongside the built-in ones. The portfolio-dot and watchlist-star column headers are now click-to-sort, and a Dividend Trend filter fix makes the screener match each ticker page's trend.
• Popular Tickers & Issuers: the Popular tab's leaderboard charts were rebuilt as site cards with clickable tickers and issuers, a per-issuer "share of leaderboard" view, and a new "#N on Popular Issuers" pill on issuer detail pages. Pro members can open the full underlying data.
• Notable Events on Ticker Pages: ticker pages gained a Notable Events card that automatically flags distribution-frequency and expense-ratio changes, marks a fund Delisted on a rename (and links through to the renamed ticker), uses asset-type-aware wording, and can cite a source link for each event.
• Clearer Yield Labeling: ticker pages now distinguish a forward Distribution Rate from a new Trailing 12-Mo Yield row, with an inline note explaining why the trailing figure can read high or low after a fund changes its payout cadence.
• Forecast Phase Tabs: the Forecast page replaced the reinvest before/after-goal toggle with clearer phase tabs (site-blue active state and a "reinvested" caption), and a new nightly job applies DRIP compounding to holdings you've opted into reinvestment.
• Color-Blind Safe Charts: a new color-blind safe chart palette with reference dash patterns now extends across Analyze charts, KPIs, holdings, and compare tables, and price / total-return lines render solid for easier reading.
• Holiday Modes & Settings: the gear menu's "Fun Modes" became Holiday Modes with a side fly-out, the Analyze ⋯ menu gained a Reset all settings action (with confirmation), and the site-alert banner and watchlist name card are now centered. We also fixed tag-highlight selections not lighting up matching table rows, the Analyze chart type snapping back to a donut after deleting a card, and a Declared badge overlapping the Previous column in the News dividend table.
• Data Accuracy: the Dividend Calendar's Forward Yield now matches the Dashboard KPI, end-of-day history no longer serves phantom forward-fill bars after a fund delists, and a root-cause fix corrects funds that were showing $0.00 dividends.
• Ticker Coverage: a wave of thematic and leveraged single-stock funds, anchored by a new Cybersecurity tag applied across 15 names — plus cannabis (WEED, CNBS), gaming & esports (BETZ, NERD, GAMR), space (SPCX, SPCL), and PALL (palladium) — alongside dozens of leveraged single-stock ETFs and curated additions (ACGO, ACTG, CRPT, ITRN, ESK, PC, VTSI). A new blog post covers the 2026 space ETF boom and the SpaceX IPO. Connecting a brokerage now lists Warrants as an unsupported asset type so unrecognized positions are explained rather than silently dropped.
• 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).
• 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 data-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.
• 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