Dimension scores are derived from public data and fields; weighted into the composite. Reference only.
The Dividend Tracker is a portfolio tracking platform built for dividend investors. Its core goal is to bring stocks, ETFs, funds, dividend income, goals, and alerts into one interface. It is closer to a personal investing SaaS product than an enterprise-grade investment research or wealth management system.
The platform offers real-time portfolio tracking, dividend income forecasts, a dividend calendar, custom goals, portfolio insights, and dividend change alerts. The official website says it can track thousands of stocks, ETFs, and funds worldwide, supports 500+ brokerages, 15+ exchanges, and 25+ currencies, and can integrate with most brokerage accounts so holdings sync automatically after buys and sells. However, the FAQ also states that it currently supports U.S., Canadian, and U.K. exchanges and currencies, and that the automatic portfolio feature is currently limited to the U.S. As a result, its international coverage should be verified against your actual accounts. It also supports 2,800+ cryptocurrency tickers and provides iOS and Android apps.
Pricing follows a freemium model. The Free plan is free forever and is limited to 1 portfolio, 10 holdings, 1 watchlist, CSV import only, basic dividend tracking, a limited dividend calendar, and email notifications, with ads included. The Lite plan costs $5.99/month and increases the limits to 60 holdings and 3 watchlists, adding a portfolio overview, basic ideas and calculators, and basic support, but it still does not include automatic syncing and still contains ads. The website states that Premium does not offer a free trial, but purchases are covered by an unconditional 14-day refund policy. A Lifetime Plan exists, but its price is not disclosed and it is non-refundable.
The available text only discloses basic website security measures, such as session cookies and an XSRF-TOKEN. The terms of service state that the site is not intended for industry-regulated use cases such as HIPAA or FISMA, and must not be used in a way that violates GLBA. There is no visible information on SOC 2, ISO 27001, data encryption, brokerage credential protection mechanisms, team permissions, audit logs, APIs, or developer documentation, so it should not be treated as an enterprise-grade compliance platform.
Its strengths are a focused use case, a simple onboarding experience, and a clear free-forever entry point. Dividend forecasts, calendars, and notifications are practical for cash-flow planning. The downsides are clear limitations on lower-priced plans, geographically limited automatic syncing, and insufficient information on security, compliance, and enterprise collaboration. It is suitable for individual dividend investors, retirement cash-flow planners, and users with multiple brokerage accounts. It is not suitable for institutions that need complex permissions, compliance audits, or on-premise deployment.
Availability in mainland China, supported payment methods, and brokerage connectivity are not specified, so the status is unknown. If local alternatives are needed, users may compare Snowball Analytics, Sharesight, Stock Events, or local brokerage/investment bookkeeping tools.
⚠ This review is compiled from public sources and does not constitute a purchase recommendation. Verify all facts on the vendor's official site. Verify on thedividendtracker.com official site.
thedividendtracker.com is an United States Legal & Tax provider. TG4G tracks its product information, an overall rating of 7.0/10, and a China-accessibility score of China direct-connect friendly. Click "Visit Official Site" to reach thedividendtracker.com directly.