LiteFolio vs DivSet

Track your investments at your own pace. LiteFolio is a lightweight portfolio tracker for stocks, ETFs, funds and cash — record buys, sells, dividends and transfers without connecting a brokerage account. See your profit and loss, dividends and asset allocation in one simple place, and keep a clean record of every holding and trade. ▼ What you can do with LiteFolio [1] See P&L and asset growth at a glance Realized gains, dividends and total returns in one view. Look back on how your portfolio changes over time. [2] Organize trades on a timeline Buys, sells, dividends, transfers and notes in chronological order. See what you did, and when. [3] Analyze asset allocation with charts View your mix by asset type, sector and list. Rebalance stocks, ETFs, funds and cash with ease. [4] Track dividend income Check received dividends and expected annual dividends per holding, plus yield on cost. [5] Manage your holdings in one list Quantity, average cost and cost basis for every position, so you always know where you stand. ▼ Great for - Keeping a simple record of your trades - Managing holdings and allocation yourself - Reviewing dividend income by holding - An investment memo separate from your brokerage app - Long-term and NISA-style investing Simple enough to keep up, complete enough to see what matters. Organize your investment portfolio with LiteFolio. Terms of Service: https://bitflap.app/litefolio/terms/ Privacy Policy: https://bitflap.app/litefolio/privacy/

How much dividend income did you receive this year? Which holdings contributed the most? DivSet brings annual income, holdings, dividend records and dividend stock screening into one ledger. Search by stock name or symbol and enter your shares and purchase dates to get started. No account registration is required. ANNUAL INCOME AT A GLANCE Switch years to see total, received and estimated or pending dividends. Holdings and their dividend totals update for the selected year, so you can see each stock’s contribution. Dividends are grouped by payment year; market values use the latest available quotes. HISTORICAL DIVIDENDS Estimate historical gross dividends using your purchase and sale dates, eligible share counts and available dividend records. Open a holding to see annual totals, dividends per share, ex-dividend dates and payment dates. PAYMENT RECORDS View dividends by month and distinguish received, upcoming and estimated payments. Review individual amounts and dates, and enter the actual amount from your broker for editable records. HOLDINGS AND TRADES Choose a stock and enter the quantity and purchase date in one flow. Add to existing holdings or edit and delete purchase and sale records. DivSet updates the share count and dividend estimates. Sort by market value, annual dividends or name, and filter active or closed positions. SEPARATE PORTFOLIOS Create and name independent ledgers for brokerage accounts, investing goals or family members. Switch accounts in Settings to see the corresponding holdings, trades, dividend records and annual income. COMPARE DIVIDEND STOCKS Browse Chinese A-share dividend stocks by sector, including banking, energy, utilities, finance, consumer and shipping. Sector filters update the average yield, dividend streak and estimated annual dividends per CNY 100,000. Expand individual sectors or combine results into one table. Compare price, trailing P/E, dividends per share, current yield, five-year average yield and consecutive dividend years. Sort columns, scroll horizontally, adjust the table size and refresh quotes. SHARE AND BACK UP Create a poster of the dividend stock list, or browse, save and share app posters in Settings. Export holdings, trades and dividend records for the current account as CSV. Preview supported CSV imports before replacing the current account’s records; other accounts are unaffected. ON-DEVICE LEDGER AND REMINDERS Holdings, trades and dividend records stay on your device. With notification permission, DivSet can remind you at 9:30 a.m. on recorded ex-dividend and expected payment dates, with the relevant account name. Choose from three themes and matching icons. DivSet supports iPhone and iPad, and you can send feedback by email from Settings. The app interface is in Simplified Chinese. ABOUT THE DATA Totals include received dividends and estimates. Historical estimates depend on the trades you enter, eligible shares and available data. Check actual receipts against your brokerage statements. Quotes and dividend data require an internet connection and show the applicable quote date. Dividend stock data is updated after market close on trading days and is not real-time. Market data requests do not upload your share quantities, trades or ledger. You manage the CSV files you save. Estimated annual dividends are illustrative and do not predict future returns. DivSet is a recordkeeping and research tool and does not provide investment advice. Check company announcements, exchange disclosures and brokerage records for final figures.