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