VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Dividend-focused web portfolio tracker and screener. Includes IBKR sync (daily for all users, on-demand for Supporter tier), dividend and earnings calendars with iCal export, CSV transaction export, and support for splits and DRIPs. Plan limits apply on portfolios, transactions, and historical horizons.
Key features
- Dividend-oriented portfolio tracker with stock screener, watchlists, ex-dividend views, and curated stock lists.
- Plan limits: Basic supports up to 3 portfolios and 50 transactions per month; Supporter tier expands to 20 portfolios, 1000 monthly transactions, extended history, and more stats/heatmaps.
- Interactive Brokers integration via Flex token: daily sync for all users, with Supporter tier enabling on-demand refreshes every ~5 minutes. Sync window is 15:00–16:00 UTC; Flex limited to 365 days of history.
- Data import supported via CSV/XLSX uploads or manual entry, with duplicate detection and ISIN fallback matching.
- Automatic handling of stock splits; DRIP settings configurable per dividend. Spin-offs and ticker changes must be managed manually.
- Performance metrics include XIRR, simple gain, and realized/unrealized gain.
- Dividend calendar: Basic tier shows 6 months back and 6 months forward; Supporter extends to full history and up to 10 years forward with iCal export.
- Earnings calendar: Basic shows only the nearest event; Supporter unlocks all portfolio earnings dates plus iCal export.
- Stock pages include financials and earnings tabs covering assets, liabilities, debt, and profitability metrics.
- Coverage spans stocks, ETFs, and CEFs across the US, Canada, Europe, and APAC (examples include US closed-end funds, Frankfurt listings, and Taiwan tickers).
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About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
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