PortVisio Visualizer vs Dividend Pilot

Download & add your first holding now. With PortVisio, you can: - Visualize daily & lifetime performance, instantly. - Spot over-allocation by sector and asset class. - Get notified about large portfolio movements. - Get access to crowd-sourced intelligence about our community's holdings. PortVisio Pro gives serious investors even more: - Multiple portfolios with single or cross-portfolio views - Home Screen Widgets to monitor your portfolio in real time - Get notified about individual stock holdings - Import & Export large holdings - Cross-device synchronization - Portfolio Backups PortViso is one of the fastest-growing indie apps with new releases every couple of weeks. Always private & secure. See your portfolio differently. --------------------------------------------------------------------------- PortVisio Pro is $1.99/month with a 3-day free trial or $17.99/year with a 7-day free trial. Payment is charged to your Apple ID account at confirmation of purchase. Subscriptions renew automatically unless canceled before the end of the current period. Manage or cancel your subscription anytime in your App Store account settings. Terms of Use: https://portvis.io/terms Privacy Policy: https://portvis.io/privacy Questions or ideas? We read everything: notifications@portvis.io

Dividend Pilot helps dividend investors stay organized, track upcoming payouts, and understand their income stream. Build and monitor your dividend portfolio with a clean dashboard for monthly income, expected payouts, yield, account breakdowns, currency exposure, allocation targets, and projected cash flow. Whether you are building passive income, planning bills around dividend payments, reviewing portfolio concentration, or tracking a growing portfolio across accounts, Dividend Pilot gives you a simple way to see what is coming next. Track your holdings, upcoming pay dates, ex-dividend dates, estimated monthly income, payout history, income goals, transaction history, ACB ledger details, and portfolio allocation in one place. Dividend Pilot supports Canadian and U.S. investors, with account and currency tools designed to make dividend tracking easier across registered, non-registered, CAD, and USD holdings. Features include: • Dividend income dashboard • Upcoming payout calendar • Ex-dividend and pay date tracking • Monthly income goals • Holdings search and filters • Account, sector, category, and currency breakdowns • Allocation targets • Estimated and paid dividend tracking • Transaction, dividend, and ACB ledger history • Withdrawal planning tools • Portfolio concentration insights • CSV import and export • Data quality checks • Optional iCloud Backup • Privacy-first local portfolio storage Dividend Pilot is built for investors who want a clear view of their dividend income without clutter. It helps you understand what you own, what income may be coming next, how your portfolio is allocated, and how your dividend income is progressing over time. Dividend Pilot does not provide financial, investment, or tax advice. Dividend amounts, dates, prices, yields, ACB values, withdrawal scenarios, and projections are estimates and should be reviewed against your brokerage, tax records, or official company sources before making investment decisions.