Tool Comparison
Dividend Watch vs Trefis
- Paid from
- $6/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want portfolio, watchlist, and dividends.
- You're a long-term investor who cares more about fundamentals than headlines
- Paid from
- On request
- Free plan
- Yes
- Platforms
- Web
Best if
- You want valuation models, risk metrics, and AI research.
Pick Dividend Watch if
Dividend Watch
Free • From $72/yr · Web
- You want portfolio, watchlist, and dividends.
- You're a long-term investor who cares more about fundamentals than headlines
Pick Trefis if
Trefis
Free • Contact for pricing · Web
- You want valuation models, risk metrics, and AI research.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Dividend Watch and Trefis cover a lot of the same ground (5 shared categories, including stock ideas, stock comparison, and financials), so for the basics you won't go far wrong with either. Dividend Watch simply does more: 15 categories to Trefis's 9, including portfolio, watchlist, and dividends. Trefis counters by being completely free.
What readers say
Dividend Watch
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Trefis
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Key differences at a glance
- Asset coverage
- Dividend WatchAdds ETFs
- Free trial
- Dividend Watch7 days
- Broader coverage
- Dividend Watch15 vs 9 categories
- Broker sync
- Dividend Watch
- Free plan
- Both
What Dividend Watch does best
- Tracking past, current, and projected dividend income by holding and portfolio so income investors can see what their portfolio is paying them.
- Pro users can mark dividends as reinvested and see the effect on income, yield on cost, and portfolio value.
- A portfolio calendar for earnings reports, dividend declarations, ex-dividend dates, pay dates, and portfolio news.
- Review 12-month forward dividend income projections with status labels such as estimated, confirmed, and paid.
- Management tools for multiple portfolios and watchlists on paid tiers, with diversification dashboards across sector, geography, dividend growth, yield on cost, total return, and currency effects.
What Trefis does best
- Review company pages with valuation ratios, financial results, forward consensus estimates, ETF exposure, peer comparisons, and price behavior.
- Compare annual returns, monthly win rates, maximum drawdowns, and past market-shock losses against peers and the S&P 500.
- Browse current trade ideas and their forward return and drawdown records by strategy.
- Use Trefis Price models to change business-driver forecasts and produce a personal valuation estimate where a model is available.
- Inspect the sum-of-the-parts and DCF assumptions behind a Trefis Price estimate.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $72/yr | Free • Contact for pricing |
Free tier | Yes | Yes |
Free trial | 7 days | — |
Plan limits | 11 limits: Free: portfolios: 1, Free: holdings: 10 +9 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | No | No |
Broker sync | Yes | No |
Integrations | SnapTrade | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Long-term Investors +1 more | — |
Categories covered | 15 | 9 |
Regions | North America, Europe, APAC, LatAm | North America, Europe, APAC |
| Data & capabilities | ||
Data quality | 4 signals: Latency: End of Day, Granularity: EOD +2 more | Latency: 15-min Delayed and End of Day and Granularity: EOD |
Capabilities | Broker sync and Multi-currency | Stress tests: EquityCrash |
Security | Data residency: US | — |
| Try it | Visit Dividend Watch | Visit Trefis |
Standout features
The best features of Dividend Watch and Trefis.ShowHide
Standout features
What Dividend Watch does best
- Tracking past, current, and projected dividend income by holding and portfolio so income investors can see what their portfolio is paying them.
- Pro users can mark dividends as reinvested and see the effect on income, yield on cost, and portfolio value.
- A portfolio calendar for earnings reports, dividend declarations, ex-dividend dates, pay dates, and portfolio news.
- Review 12-month forward dividend income projections with status labels such as estimated, confirmed, and paid.
- Management tools for multiple portfolios and watchlists on paid tiers, with diversification dashboards across sector, geography, dividend growth, yield on cost, total return, and currency effects.
What Trefis does best
- Review company pages with valuation ratios, financial results, forward consensus estimates, ETF exposure, peer comparisons, and price behavior.
- Compare annual returns, monthly win rates, maximum drawdowns, and past market-shock losses against peers and the S&P 500.
- Browse current trade ideas and their forward return and drawdown records by strategy.
- Use Trefis Price models to change business-driver forecasts and produce a personal valuation estimate where a model is available.
- Inspect the sum-of-the-parts and DCF assumptions behind a Trefis Price estimate.
All details
Every attribute we track for Dividend Watch and Trefis.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFs | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersLong-term InvestorsDividend Investors | Not specified |
Regions | North AmericaEuropeAPACLatAm | North AmericaEuropeAPAC |
Coverage details | Not specified | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | 15-min DelayedEnd of Day |
Data granularity | EOD | EOD |
| Access & integrations | ||
Import methods | CSVBrokerOAuthManual | Not specified |
Integrations | SnapTrade | Not specified |
Export formats | CSV | Excel |
| Plans & trust | ||
Security & compliance | Data residency: US | Not specified |
Capability signals | Broker syncMulti-currency | Stress tests: EquityCrash |
Vendor & support | NH82 Media LLCSupport: Email | Insight Guru Inc.Country: USSupport: Email and Phone |
Curation ratings | Not specified | Methodology 4/5Reliability 4/5UX 4/5 |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Freeportfolios: 1 · holdings: 10 · +1 more | Free“Free public pages” |
| Entry paid plan | $72/yr≈ $6/mo“Premium”portfolios: 3 · holdings: Unlimited · +2 more | — |
| Top plan | $99/yr≈ $8.25/mo“Pro”portfolios: Unlimited · holdings: Unlimited · +2 more | — |
| Custom / enterprise | — | Contact sales“Business or Enterprise” |
| Free trial | 7 days | — |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Dividend Watch and Trefis?
Dividend Watch leans toward portfolio, watchlist, and dividends, while Trefis puts more weight on valuation models, financials, and data visualizations. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do Dividend Watch and Trefis cost?
Good news: both Dividend Watch and Trefis have free plans, so you can run them side by side and only pay if you hit a wall.
Should I choose Dividend Watch or Trefis?
It depends on what you're after. Pick Dividend Watch if portfolio and watchlist matter to you; go with Trefis if you'd rather have valuation models and risk metrics. And if you only need the basics both share, let price decide.
What asset classes do Dividend Watch and Trefis cover?
Both cover stocks. Dividend Watch also handles ETFs.
Can I export data from Dividend Watch and Trefis?
Yes, both export to spreadsheets (Dividend Watch: CSV; Trefis: Excel), which is handy if you like running your own numbers.
Can Dividend Watch or Trefis connect to my broker?
Dividend Watch syncs with brokers automatically. With Trefis, you're entering holdings by hand or importing files.
Which has a better stock screener: Dividend Watch or Trefis?
Dividend Watch has a stock screener for surfacing ideas; Trefis doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Dividend Watch or Trefis?
Dividend Watch handles portfolio tracking. Trefis is really a research tool; you'd track your portfolio elsewhere.
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Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.