Features
Portfolio Management
Dividend Quality Grade for major U.S. dividend-paying stocks
Unlimited accounts and positions with full transaction history and brokerage linking
Automated worksheets, updated daily based on the S&P Global market data feed
Advanced behavior gap and trade analysis
Benchmark position returns against major indexes
Specialized portfolio charts for trimming, position analysis, and portfolio performance
Monthly and quarterly pay calendar with forecasting
Year-over-year pay trend and forecasting
Sector allocation heatmap
CSV position upload
Screening & Watch Lists
Predefined search templates
Unlimited watch lists
Intelligent filters including fair value, relative rankings, and, year-over-year trends
Downloadable results worksheets
Visual comparisons and rankings
Fundamentals Research
Over 20 years of dividend histories
P/E and dividend yield fair value charts
Complete tools for dividend growth investors including yield charts, growth history, and dividend schedules
Revenue/earnings history and forecast
Analyst estimates
Fundamentals matrix
Peer analysis
Charting
Predefined chart templates
Time series charts
Ranking charts
News & Filings
The latest financial news, updated every 30 minutes
The latest SEC filings, updated daily
Corporate events and announcements, updated daily
Data
Over 20 years of data for U.S. stocks sourced from S&P Global