DV
Dividend Vision

What's New

2026

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 1,590 tickers across all asset types — including 525+ 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

  • Pirate Mode! Ahoy—your charts now plunder dividends. Eye patches optional.
  • Save & Reload Charts – finally, settings that don’t vanish like socks in the dryer.
  • Dark mode and pirate 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