Y'all nailed the dividend calendar
Tracking when everything pays out used to be a spreadsheet nightmare. Now it's all right there, and the income projection screen is real handy for planning withdrawals.
InvestMaxxxing!
Great app that helps me figure what to do with dividends and strategize what’s best to do to grow my portfolio. Glad I can say goodbye to overpriced tax guys who don’t help much. I can see personalized projections based on my own portfolio. Unbiased insights for long term growth and helping me understand tax implications for actions.
Show more
Response from developer
Thanks for the helpful feedback!
Good so far, still poking around.
Downloaded this week.
I linked my brokerage through Plaid, no problem. The review queue caught a couple securities it wasn’t sure how to classify, which I liked. Haven’t dug into the CEF and preferred stuff yet but planning to this weekend.
Will update.
I linked my brokerage through Plaid, no problem. The review queue caught a couple securities it wasn’t sure how to classify, which I liked. Haven’t dug into the CEF and preferred stuff yet but planning to this weekend.
Will update.
Response from developer
Happy to help!
Finally been waiting for something like this
The buyback screen is wild - I had no idea half my holdings were in buyback mode!
Response from developer
Thanks for the feedback!