What's New / Changelog

🔍

2026

May

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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Light Mode: darkened the Ticker of the Day symbol and card text so they read clearly against the lighter background.
About Page: fixed cropped team headshots so everyone keeps their heads on.
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.
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.

April

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.
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.
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.
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.
Treemap Colors: a new color dropdown on the Portfolios analysis page lets you switch treemap color schemes, including yield-based coloring.
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.
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.
Portfolio Switching: switching between saved portfolios now shows a sleek top progress bar instead of a full-page overlay.
Blog: published The Portfolio Paycheck — Moving Beyond the Growth Trap.
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.
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.
Light Mode Polish: progress bars, overlays, gradient buttons, and fintech-background pages now render properly in light mode with correct white backgrounds and styling.
Sentiment Gauge: ticker sentiment now uses a clearer 7-tier scale from Strongly Negative to Strongly Positive, replacing the previous Bearish / Bullish labels.
Issuer Card Refresh: issuer pages feature enhanced card styling with gradient backgrounds and accent glows, matching the ticker detail card design.
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.
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 .

March

Stripe Payments: paid plans are now live — upgrade directly from the site with secure Stripe checkout, including free-trial support and billing management.
Plaid Brokerage Connect: link your brokerage accounts through Plaid to automatically import your holdings and transactions — no more manual CSV uploads.
Stealth Mode: a new privacy toggle hides dollar amounts on your dashboard, calendar, and transactions pages — perfect for screen sharing or browsing in public.
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.
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.
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.
Homepage Refresh: updated calls-to-action and a new outcome-driven layout make it easier to see what Dividend Vision can do for you.
Page Transitions: navigating between pages now features smooth fade transitions, skeleton loading placeholders, and link prefetching for a snappier feel across the site.
Rainbow Burst: the new default color scheme for Analyze charts brings a vibrant palette out of the box.
Loading Indicators: saved portfolios and saved watchlists panels now show progress bars while loading, replacing the blank wait.
Transaction Year Filter: a new "All Years" dropdown on the transactions tab lets you filter by year, with proper dark-mode styling.
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.
Display Settings: display controls have been consolidated into the gear menu for a cleaner profile page.
Video Intros: the About page and Plaid Security page now feature embedded intro videos with styled text overlays.
Brokerage Disconnection: disconnecting a brokerage shows a loading popup and cleaner confirmation flow instead of a silent wait.
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.
Blog Voice Player: redesigned the text-to-speech player with a unified player bar featuring VCR-style controls and a gear menu for settings.
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.
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.
Tables: standardized all tables across the site to a consistent format for a cleaner, more readable experience.
Ask DV Easter Eggs: try being rude to Ask DV and see what happens — the chatbot now has a sense of humor.
Dividend News: fixed YieldMax ETFs missing Previous and Diff columns in the dividend news feed.
Search Help: added FAQ content documenting the three search types (ticker, keyword, and AUM) so you know exactly how to find what you need.
Billing Notifications: payment failures now trigger clear in-app notifications so you never miss a billing issue.
Profile & Safety: improved username validation with clearer error messages and character hints, and user-generated names are now screened for inappropriate content.
Security & Accessibility: hardened content security policies across the site and improved screen reader support and keyboard navigation in frontend components.
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.
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.

February

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.
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.
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.
Blog: published The Billionaire Blueprint covering TPRY from VistaShares.
Search: pressing Enter now jumps straight to the first search result.
Fixed analyze page save/load/default settings, smoother page transitions when navigating to analyze, and corrected issuer links throughout the site.
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.

January

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

2025

December

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

November

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.
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.
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.
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.

October

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.
Highlights & Filters: dropdowns got smarter, searches got sassier, and filters learned to mind their manners.
KPIs: Added KPI to top of analyze page which can be configured and also clicked on to show supporting data.
Layout & UX: tooltips, sliders, and color palettes went through boot camp; the site now flexes smoother than an ETF in a bull market.
FAQs: we now officially explain things we didn’t used to explain.
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

September

Save & Reload Charts – finally, settings that don’t vanish like socks in the dryer.
Dark mode in new gear icon on top right
Added starting point for resources, blog
News videos automatically update during the day ensuring you have the latest
Added Halloween mode
Added Our Team to about page
You can now report your dividends in different intervals ranging from Haley's Comet to Coffee sips
ETFs page content started for ~200 high-yield dividend ETFs
You can now click on ticker symbols and issuers throughout the site
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.
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.
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.
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.

August

Dividend Vision goes live