Dividend Watch vs Trefis comparison

Dividend Watch focuses on Portfolio, Watchlist, and Dividends while Trefis specializes in Valuation Models, Financials, and Data Visualizations. They overlap in 4 categories, so choose based on your preferred workflow and pricing.

Good news—both Dividend Watch and Trefis offer free plans. You can try each platform without commitment and only pay when you need premium features.

Choose Dividend Watch if you need Simple web-based tracker that shows past, current, and future dividend income for each holding and portfolio, helping long-term investors see exactly what their portfolio is paying them., and Dividend & DRIP reinvestment tracking: mark dividends as reinvested and instantly see the impact on portfolio income, yield on cost, and value without maintaining spreadsheets.. Go with Trefis if Interactive “what-if” stock models - adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios., and Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates. better fits how you invest.

Both cover Stocks. Dividend Watch also includes ETFs.

Both platforms let you export data to spreadsheets (). This is useful for custom analysis or record-keeping.

Dividend Watch includes a stock screener for finding investment ideas. Trefis focuses on other analytical tools.

Dividend Watch offers portfolio tracking features. Trefis is more focused on research and analysis.