VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Friday, December 12, 2025

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Tool Comparison

Dividend Watch vs YCharts comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Dividend Watch adds Dividends, Calendar, Dividend, Stock Ideas, Education, and Blogs coverage that YCharts skips.

YCharts includes Correlation, Risk Metrics, Performance Attribution, Scenario & Stress Tests, Alerts, Data APIs, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Overlap, Analyst Forecasts, Short Interest, Insider Data, Inflation Rates, Unemployment Rates, GDP, Interest Rates, Yield Curves, APIs & SDKs, and Sheets / Excel Add-ins categories that Dividend Watch omits.

Dividend Watch has a free tier, while YCharts requires a paid plan.

In depth comparison

Dividend Watch

dividend.watch

Editor’s pick Hands-on review

Web-based dividend and portfolio tracker for retail, long-term dividend investors. Free plan tracks a single portfolio with up to 10 holdings and roughly three years of statements; Premium and Pro subscriptions unlock more portfolios and holdings, longer statement history (up to about 15 years on Pro), dividend forecasts and calendar analytics, paid-only Dividend Safety Scores, and broker sync via SnapTrade. Top stocks & ETF shortlists are Pro-only.

Platforms

Web

Pricing

FreeSubscription

Quick highlights

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.
Dividend & DRIP reinvestment tracking: mark dividends as reinvested and instantly see the impact on portfolio income, yield on cost, and value without maintaining spreadsheets.
Comprehensive portfolio calendar that aggregates earnings reports, dividend declarations, ex-dividend dates, and pay dates into a monthly view alongside a portfolio news timeline.
12‑month forward dividend income prediction with status labels for each payment ("Estimated", "Confirmed", "Paid") so investors can plan upcoming cash flow more precisely.
Multiple portfolios and watchlists plus diversification dashboards (sector, geography, dividend growth and more), with yield‑on‑cost and total‑return views that incorporate capital gains, income, and currency performance.

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YCharts

ycharts.com

Hands-on review

Advisor-focused research, portfolio analytics, and proposal platform. Lower tiers are more view-only, while add-ons unlock the Excel add-in and broader fund/SMA datasets. Intraday quotes are available on a short delay (about 90–120 seconds).

Platforms

WebAPI

Pricing

Subscription

Quick highlights

Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks.
Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns.
Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators.
Monitoring built in: dashboards, watchlists, alerts, and a live news feed (MT Newswires). Intraday quotes update on a short delay (~90–120 seconds).
Excel & API: an add-on Excel add-in with dynamic formulas/templates, a REST API with API keys and official Python/R clients, and exports to CSV/Excel/PDF/images.

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Where they differ

Dividend Watch

Distinct strengths include:

Dividends Calendar Dividend Stock Ideas Education Blogs

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.
Dividend & DRIP reinvestment tracking: mark dividends as reinvested and instantly see the impact on portfolio income, yield on cost, and value without maintaining spreadsheets.
Comprehensive portfolio calendar that aggregates earnings reports, dividend declarations, ex-dividend dates, and pay dates into a monthly view alongside a portfolio news timeline.
12‑month forward dividend income prediction with status labels for each payment ("Estimated", "Confirmed", "Paid") so investors can plan upcoming cash flow more precisely.

YCharts

Distinct strengths include:

Correlation Risk Metrics Performance Attribution Scenario & Stress Tests Alerts Data APIs ETF Overview ETF Performance

Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks.
Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns.
Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators.
Monitoring built in: dashboards, watchlists, alerts, and a live news feed (MT Newswires). Intraday quotes update on a short delay (~90–120 seconds).

Feature-by-feature breakdown

Attribute	Dividend Watch	YCharts
Categories Which research workflows each platform targets	Shared: Portfolio, Watchlist, Screeners, Stock Comparison, ETF Comparison, Financials, Scores, Data Visualizations, News, Broker Connectors Unique: Dividends, Calendar, Dividend, Stock Ideas, Education, Blogs	Shared: Portfolio, Watchlist, Screeners, Stock Comparison, ETF Comparison, Financials, Scores, Data Visualizations, News, Broker Connectors Unique: Correlation, Risk Metrics, Performance Attribution, Scenario & Stress Tests, Alerts, Data APIs, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Overlap, Analyst Forecasts, Short Interest, Insider Data, Inflation Rates, Unemployment Rates, GDP, Interest Rates, Yield Curves, APIs & SDKs, Sheets / Excel Add-ins
Asset types Supported asset classes and universes	Stocks, ETFs	Stocks, ETFs, Mutual Funds, Closed-End Funds
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web	Web, API
Pricing High-level pricing models	Free, Subscription	Subscription
Key features Core capabilities called out by each vendor	Unique 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. Dividend & DRIP reinvestment tracking: mark dividends as reinvested and instantly see the impact on portfolio income, yield on cost, and value without maintaining spreadsheets. Comprehensive portfolio calendar that aggregates earnings reports, dividend declarations, ex-dividend dates, and pay dates into a monthly view alongside a portfolio news timeline. 12‑month forward dividend income prediction with status labels for each payment ("Estimated", "Confirmed", "Paid") so investors can plan upcoming cash flow more precisely. Multiple portfolios and watchlists plus diversification dashboards (sector, geography, dividend growth and more), with yield‑on‑cost and total‑return views that incorporate capital gains, income, and currency performance. Support for major global exchanges and 83,100+ stocks & ETFs, with 11 currencies and automatic FX conversion for each transaction when a portfolio is set to a non‑USD base currency.	Unique Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks. Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns. Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators. Monitoring built in: dashboards, watchlists, alerts, and a live news feed (MT Newswires). Intraday quotes update on a short delay (~90–120 seconds). Excel & API: an add-on Excel add-in with dynamic formulas/templates, a REST API with API keys and official Python/R clients, and exports to CSV/Excel/PDF/images. Advisor ecosystem integrations including Addepar, Orion, Redtail, Schwab Advisor Center, iRebal, Pershing, LPL ClientWorks, Black Diamond, and VRGL.
Tested Verified by hands-on testing inside Find My Moat	Yes	Yes
Editor pick Featured inside curated shortlists	Highlighted	Standard listing

Frequently Asked Questions

Which workflows do Dividend Watch and YCharts both support?

Both platforms cover Portfolio, Watchlist, Screeners, Stock Comparison, ETF Comparison, Financials, Scores, Data Visualizations, News, and Broker Connectors workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

Dividend Watch offers a free entry point, while YCharts requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access Dividend Watch and YCharts?

Both Dividend Watch and YCharts prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

What unique strengths set the two platforms apart?

Dividend Watch differentiates itself with 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., Dividend & DRIP reinvestment tracking: mark dividends as reinvested and instantly see the impact on portfolio income, yield on cost, and value without maintaining spreadsheets., and Comprehensive portfolio calendar that aggregates earnings reports, dividend declarations, ex-dividend dates, and pay dates into a monthly view alongside a portfolio news timeline., whereas YCharts stands out for Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., and Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators..

Keep exploring

Stay on top of related tools

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