VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Portfolio & dividend tracker with multi-currency support and broker syncing via Yodlee/SnapTrade. Dividend Rating (13-factor score), dividend/ex‑div calendars, rebalancing by categories, benchmarking (indices or any asset on paid tiers), and 30+ years backtests. Quotes are delayed; site explicitly notes data is not necessarily real‑time. Mobile apps on iOS/Android.
Key features
- Automatic dividend tracking, dividend & ex‑dividend calendars, and forward income forecasting.
- Dividend Rating (proprietary 0–100 score across 13 fundamental criteria) and a Top Dividend Stocks screener.
- Portfolio rebalancing based on target categories; one‑click buy/sell suggestions.
- Benchmarking vs major indices on lower tiers; benchmark to any asset on higher tiers.
- Backtests for portfolio ideas (10 years on lower tiers; 30+ years on Investor/Expert).
- Multi‑portfolio analytics, watchlists, model & public portfolios.
- 70+ exchanges and 30+ currencies; handles custom assets (e.g., real estate, deposits).
- Broker connections (interactive sync) via Yodlee/SnapTrade plus CSV/XLS imports; nightly auto‑sync.
- Exports of holdings/transactions to CSV and analytics reports to Excel/PDF.
- Mobile apps (iOS and Android) with the same portfolio & dividend analytics.
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Information
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
Got questions or suggestions? I'm all ears!
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