Dividend Tracker vs Holdwise

Dividend tracker and portfolio tracker built for modern investors who want an easy way to monitor dividends, track portfolio performance, and grow passive income. Plainzer helps you manage multiple portfolios, analyze dividend payouts, and make smarter long-term investment decisions. Track Your Dividends Over Time Stay on top of your dividend income with Plainzer’s intuitive tracking tools. Monitor payouts from stocks, ETFs, and mutual funds in a single dashboard, and see how your income grows month by month. Plan ahead with a 12-month dividend forecast and a comprehensive dividend calendar, so you’ll always know upcoming ex-dividend dates and expected payouts. Visualize trends, compare past performance, and make informed decisions to optimize your passive income - all within one secure dividend tracker Sync Dividend Tracker with Your Brokerages Plainzer supports secure connections with many leading brokerages, allowing you to sync your trading history automatically and keep your dividend tracking fully up to date. Supported brokerages include AJ Bell, Bux, Chase, CommSec, Empower, E*Trade, Fidelity, Interactive Brokers, Public, Questrade, Robinhood, Schwab, Stake Australia, Tastytrade, Trading 212, Upstox, Vanguard, Webull, Wealthsimple, Wells Fargo, and Zerodha. Comprehensive Global Market Coverage Dividend tracker now supports more than 70,000 stocks, ETFs, and funds across over 70 stock exchanges worldwide. In addition to full coverage of major U.S. exchanges like NYSE and NASDAQ, you can now track equities from markets across Europe, the United Kingdom, Canada, Singapore, Saudi Arabia, Asia-Pacific, and many others. This global expansion makes it easy to manage and monitor a diverse, international investment portfolio in one place. Real-Time Dividend Alerts & Notifications With the Professional plan, Plainzer keeps you updated in real time. Receive email alerts for dividend payouts, along with weekly and monthly summaries of your dividend income and portfolio performance. Never miss an important update. Secure Dividend Tracker: Privacy & Data Protection At Plainzer, your data security is our top priority. All information is stored on encrypted U.S. servers and is never shared or sold to third parties. We design every integration to meet strict security and privacy standards. Dividend tracker supports secure connections with over 20 brokerages. You always retain full control over your data and can permanently delete it anytime. Trust Plainzer to keep your dividend tracking safe, private, and transparent. Professional Plan for Advanced Dividend Investors Unlock the full potential of dividend tracker with our Professional Plan, designed for power users and investors with multiple portfolios. Features include: - Brokerage linking - Unlimited portfolios - Unlimited holdings - Unlimited transactions - Unlimited performance tracking - Unlimited dividend payouts - Dividend reinvestment (DRIP) - Dividend payout notifications - Future value projections - Custom tax settings - Weekly & monthly summary emails - API keys & access - Priority support - No ads Why Plainzer is the Best Dividend Tracker? Plainzer is more than a dividend tracker - it’s also a powerful portfolio tracker designed to help you manage dividend income, optimize investments, and grow wealth. With intuitive charts, detailed reports, and professional features, Plainzer makes dividend and portfolio tracking effortless. Start today with Plainzer - the smart, simple dividend tracker and portfolio tracker built for investors. Terms of service: https://plainzer.com/terms-of-service Privacy policy: https://plainzer.com/privacy-policy

Holdwise is a calm, private dividend tracker for long-term, buy-and-hold investors. Own VTI, VXUS, BND, SCHD or dividend stocks across a 401(k), Roth IRA, HSA and taxable account? Holdwise shows your income, when it's coming, and how it compounds. No accounts. No broker logins. No ads. Your data stays on your iPhone. NEVER MISS A PAYDAY - Pay-day alerts the day a dividend lands, with the amount - A Lock Screen and Dynamic Island Live Activity on pay days - Ex-dividend reminders 1, 3 or 7 days ahead (Pro) - Optional weekly preview and monthly recap - Home Screen and Lock Screen widgets, plus Control Center toggles TRACK EVERY POSITION - Add holdings by hand, import a broker CSV (Fidelity, Schwab, Vanguard, Robinhood, M1, E*TRADE) or a screenshot - Group by account: Taxable, Roth IRA, Traditional IRA, 401(k), HSA and more - Multi-currency holdings with per-security withholding tax - Swipe to add a dividend or delete with Undo - Auto-fill dividends from Tiingo (free Tiingo account required) SEE WHAT'S COMING, AND WHAT CAME IN - Calendar of confirmed and projected ex-dates and pay dates - A shareable recap for every month and year - An income heatmap back to your first dividend, plus streaks and milestones KNOW YOUR REAL RETURN - XIRR and time-weighted return - Total return: price change plus dividends received - Compare against VOO, SCHD and VYM, or backtest your buys against an index SMARTER INSIGHTS - Income Risk score and a Dividend Safety Score per holding - 1, 3 and 5-year dividend growth rates - Sectors, concentration warnings and rebalance suggestions - On-device insights powered by Apple Intelligence, on supported devices WATCH IT COMPOUND - Coverage: when your dividends will cover your expenses - Reinvestment modeler, income goal, RMD estimates - Year-end tax pack: realized gains and dividend tax as PDF and CSV MADE FOR EVERY SCREEN - Two-column layouts on iPad and iPhone Duo - Siri, Shortcuts and Spotlight for your holdings - VoiceOver audio graphs for every chart and a color-blind friendly palette - English and Spanish YOUR DATA, LOCALLY - Everything stored privately on your device - One-file backup you can restore anywhere, with or without iCloud - Face ID lock; the app switcher never shows your balances - Optional iCloud sync into your private database - Hide Balances in one tap - No analytics, no tracking SDKs HOLDWISE PRO Free: 10 positions, total return, sectors, the calendar and .ics export, pay-day alerts, widgets and the Live Activity, recaps and the heatmap, backup, and the Aristocrats list. Pro unlocks unlimited positions, XIRR and time-weighted return, Income Risk, Coverage, Backtest, the tax pack, Insights, multi-currency, CSV and screenshot import, auto dividend lookup, ex-dividend reminders, benchmarks, RMD and tax estimates, the modeler, and PDF/CSV export. $4.99/month or $44.99/year (saves 25%), with a 7-day free trial on the annual plan. IMPORTANT Holdwise is a tracker, not a financial advisor, and gives no buy or sell recommendations. Returns, projections, RMD and tax figures are for planning only. Realized gains use FIFO and do not detect wash sales. Verify against your broker statements and consult a tax professional. Made by JC Mobile App Studio LLC. Built solo by a Boglehead, for Bogleheads. LEGAL Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: Privacy Policy: https://jcmobileappstudio.com/apps/holdwise/privacy/