Best Dividend Notebook Alternatives in 2025
Find the top alternatives to Dividend Notebook currently available. Compare ratings, reviews, pricing, and features of Dividend Notebook alternatives in 2025. Slashdot lists the best Dividend Notebook alternatives on the market that offer competing products that are similar to Dividend Notebook. Sort through Dividend Notebook alternatives below to make the best choice for your needs
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Sharesight
Sharesight
470 RatingsSharesight, a popular investment portfolio tracker, is used in more than 100 countries around the world. It tracks all your stocks, ETFs and dividends in one place. Sharesight allows you to compare your portfolio with an index or a specific stock, and see your total investment return over a period of time. Track your investments across multiple exchanges, currencies and brokers. This eliminates the need for ongoing data input, as all dividends, stock splits, and corporate actions are handled by an automated system, saving you both time & money. Sharesight is free to use. Join hundreds of thousands of other investors who are tracking their portfolio performance. -
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Purple Brick
Purple Brick
FreePurple Brick is the premier app designed for tracking dividends, enabling you to efficiently manage your investment portfolio and monitor dividend payments. Suitable for both seasoned investors and newcomers, Purple Brick provides an intuitive platform that simplifies organization and enhances awareness of your financial activities. With its streamlined features, you can rest assured that you won’t overlook any dividend disbursements. The app allows you to effortlessly add and monitor your dividend-generating stocks and funds; just enter the ticker symbol and the quantity of shares, and Purple Brick takes care of the rest. You will gain a comprehensive view of all your holdings in one convenient location, showcasing details such as the dividend yield, payment schedule, and amount received. Additionally, our app offers real-time notifications, ensuring that you are always equipped with the latest information regarding your investments. This commitment to timely updates empowers you to make informed decisions and maximize your investment potential. -
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DivTracker
DivTracker
FreeDivTracker offers a seamless solution for monitoring your dividend income effortlessly. You can access insights about your payouts, manage your portfolios all in one central location, and visualize both your annual and monthly dividends with ease. As a top-tier dividend tracker, DivTracker eliminates the hassle of manually calculating stock dividends or constantly sifting through statements. Instead, you can conveniently view your entire investment portfolio, analyze your dividend earnings, and keep track of both upcoming and projected payouts. Additionally, DivTracker ensures you stay informed with the latest news regarding the companies in which you hold shares. Your device will provide timely notifications about significant dividend events, including payment dates. Ultimately, DivTracker is designed to save you a significant amount of time when managing your dividend income portfolio, making it an essential tool for investors focused on cash flow from their stocks. This app is particularly beneficial for those who prioritize dividend income in their investment strategy. -
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DividendNow
DividendNow
FreeStreamline your dividend management by monitoring your income, analyzing potential earnings, and staying informed about company updates and announcements. Effortlessly consolidate all your dividends in a single dashboard, featuring data from all publicly traded stocks in the US market. Gain insights into dividend payouts, ex-dividend dates, and historical data for your stocks, whether they are past, present, or upcoming. Access the latest stock news from various sources to keep yourself informed about market movements and trends. Be alerted to upcoming dividend announcements promptly, with income projections tailored to your specific portfolio. Utilize visual aids such as a projected monthly dividend income bar chart, sector distribution bar chart, stock allocation pie chart, dividend yield pie chart, and a comprehensive ex-dividend calendar. Keep track of your investments in one convenient location while also monitoring important details like upcoming ex-dividend dates, setting income targets, and reviewing your holdings' 52-week high and low, alongside current yield and yield on cost metrics. This holistic approach ensures you are always in control of your dividend investments. -
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Dividend Tracker
EKC Software
FreeThe Dividend Tracker application enables users to create various stock lists while also offering a view of their dividend payment history. Users can assess a stock's potential yield based on its past dividend payments and have the capability to organize their stock lists either by name or yield. Additionally, the app allows for the input of the number of shares owned for each stock, providing insights into annual dividends and upcoming payment schedules. On the detail screen, users can also input information about stock splits and add personal notes for each ticker symbol. If a stock category is empty, it can be removed from the list. To delete a list, navigate to Settings -> Manage Lists and perform a long click on the desired list name, which will prompt a List Delete dialog. A simple click on the list name will bring up a List Rename dialog for easy adjustments. Furthermore, Dividend Tracker can calculate and display the average dividend yield for each stock category, a feature that can be activated in the Settings menu. This comprehensive functionality helps investors stay organized and informed about their investments. -
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DiviTrack
DiviTrack
$7.50 per monthEasily monitor and forecast your dividend earnings in one centralized, free platform. Receive alerts for ex-dividend dates and project your dividend income up to a year ahead. Organize your investments using multiple portfolios, and document shares with precision down to eight decimal points. Our platform includes symbols for UK, US, European, and various other markets. Start by adding your portfolio at no cost to experience our services. DiviTrack is designed to assist you in managing your dividend stocks effectively. We gather market information from diverse sources and juxtapose it with the portfolio data you provide, allowing us to compute important metrics like yield on cost and projected annual income. We are excited to introduce additional features in the near future. Currently, stock prices are refreshed daily at 07:00 UTC, reflecting the previous close price. While dividends and prices are adjusted for splits, reinvestments must be added manually by selecting the add order button. Our goal is to make tracking your investments as seamless as possible while expanding our offerings. -
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Stock Dividend Tracker
Newsparkapps
FreeThe Stock Portfolio and Dividend Tracker serves as a straightforward yet invaluable resource for investors in the stock market, enabling them to monitor their stock portfolios and the dividends they receive from their investments. By signing in with a Google account, users can ensure that their dividend information is securely backed up with every update. Additionally, the app provides notifications regarding dividend issuances for each stock on the designated days, allowing users to conveniently input the number of stocks held and the dividends per share directly into the application. This functionality not only simplifies tracking but also helps investors stay informed about their earnings. -
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The Dividend Tracker
The Dividend Tracker
$12.50 per monthForget about the cumbersome spreadsheet and embrace a contemporary method to monitor your dividend earnings. The Dividend Tracker provides a clear overview of your expected earnings and the timing of those funds hitting your brokerage account. With our dividend payout calendar, users can effortlessly manage their upcoming payments and see detailed information about the amounts, payment dates, and the companies responsible for the payouts. This tool is essential for investors who depend on dividends as either a main source of income or a supplementary one. By utilizing our calendar, you can effectively organize your finances and maintain an accurate picture of your investment income. Receive timely notifications for new dividend announcements, as well as updates regarding any increases or reductions in dividends from companies. Additionally, our range of calculators and tools allows you to forecast your future dividend income and observe the compounding effects over time, ultimately helping you to make informed financial decisions. This comprehensive approach ensures you are always in the know about your investments and can adjust your strategies accordingly. -
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divTimer
divTimer
FreeStay updated on dividend earnings, distribution timelines, and custody accounts at all times and in all locations. Receive notifications regarding your dividend payouts through push messages, ensuring you never miss a payment. After you input your shares into the divTimer app, it will accurately compute the expected dividend amount and payment date while providing a comprehensive yearly overview of your portfolio's income. The calculations also factor in taxes, allowances, and purchase history for a precise financial picture. Maintain clarity with the easy-to-navigate dividend calendar, which highlights specific distribution days and anticipated amounts. Within the detailed section of the divTimer calendar, you can discover the exact days when your invested companies will disburse dividends to you. Access your portfolio from major global indices and enjoy the straightforward setup of new portfolios and stocks. Even fractional shares managed through savings plans can be easily added. Additionally, our dedicated divTimer support team is available daily to assist customers with their inquiries and requirements. Your financial management has never been more streamlined and user-friendly. -
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Digrin is free dividend portfolio manager that provides dividend growth investors with a tool for tracking and managing their portfolio in real-time. Freemium model with most features available for free, and paid memberships for extra features or supporters. Your portfolio will include key statistics such as internal rate of return, yield on cost and more. Dividend reinvesting is possible for each stock and dividend. Dividends in the future can be set up to be automatically reinvested. A portfolio can be shared publicly. Check out a VR Finance portfolio. You can use a dividend-focused screener to filter stocks based on dividend yields, payout ratios, DGR3, DGR5, or sector. You can also limit the stocks that pay and raise dividends over a period of 5, 10, or 25. Simple tool for checking dividend yield every day. You will receive an email if your desired dividend yield has been met.
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Stock Events
Stock Events
FreeGain a unique view into your portfolio. Earnings and dividends, portfolios, screeners, news, and more. Track all of your assets with one portfolio. Stocks, ETFs and commodities. Over 100k assets around the globe. Watch your portfolio's value change in real-time. Dividend tracking has never been easier. Stock Events offers the most comprehensive data on dividends in the world. We estimate future dividends so that you never miss important events, and we alert you when the ex-dates are approaching. Stock Events integrates the timeline in your portfolio. Never again lose track of important dates. View dividends and earnings, ratings, dips in prices, price changes and more on your timeline. Get detailed information and receive notifications. Track stocks, crypto, commodities, ETFs and more. We provide the most current asset data from around the world. -
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Track Your Dividends
Track Your Dividends
$9.99 per monthA company's dividend distributions serve as an important indicator of its financial well-being, growth potential, and overall market value. The most effective tool for managing dividends isn't just a regular spreadsheet; envision a dynamic platform that refreshes on its own, provides alerts for dividend announcements, and outlines projected payments. This description perfectly encapsulates what TrackYourDividends offers. By utilizing the TYD Dividend Safety Score alongside in-depth dividend research, you can feel secure about the stability of your income stream. Our extensive analysis of diversification, a calendar for upcoming dividends, and tools designed for forecasting future value empower you to examine and enhance your investment portfolio. Additionally, you can delve into the specifics of the TYD Dividend Safety Score, review yield trends, assess payout ratios, and explore a complete history of payments. Furthermore, visualize essential financial metrics and gain insights into the historical performance of various fundamentals. Overall, TrackYourDividends is designed to simplify and optimize your dividend investment strategy. -
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Snowball Analytics
Snowball Analytics
$6.70 per monthSnowball Analytics is a portfolio track platform that can run detailed reports about your dividends. Snowball Analytics allows you to link your brokerage accounts and receive automatic updates. You can track thousands of stocks, funds, and cryptocurrencies around the globe. This stock tracker supports automatic brokerage connections with more than 1,000 brokers from the US, Europe, UK and Asia. You can track almost any stock, ETF, or Mutual Fund anywhere on the planet. Stock tracker supports all major stock exchanges. It also shows your portfolio performance in 25+ currencies. Snowball Analytics tracker has many tools for analysis and dividend screening Rebalancing, Calculation of the yield on cost and dividend yield Withholding tax custom Dividend rating, Portfolio performance calculation including fees and dividends. Benchmarking, Backtests, Building and testing dividend portfolios, or testing portfolios based on historical data -
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getquin
getquin
FreeMonitor and manage any type of asset effectively while analyzing your trades and portfolio in real time. Engage with a community of like-minded investors to share insights and strategies. You can add and keep track of a wide range of assets, including stocks, ETFs, funds, cryptocurrencies, decentralized finance investments, real estate, angel investments, luxury items, art, commodities, and much more. Utilize our dividend calendar to monitor total payouts, anticipate future dividends, and analyze trends like year-on-year growth rates and dividend yields. Strategize your future cash flows to pinpoint the exact timing of your incoming payments. Discover top-performing stocks that align with your dividend investment goals. Gain comprehensive insights into your portfolio with detailed breakdowns by geography, industry, and asset class, all accessible from a single dashboard. Visualize your investments with informative charts and refine your strategies using intelligent data insights. Participate in discussions with fellow investors and immerse yourself in our dynamic investment community, where there is always lively activity, including polls and stock analysis. This interactive platform fosters collaboration and knowledge sharing, enhancing your investment experience. -
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Portseido, a portfolio tracker, provides rich analytics and visualizations. It includes historical performance, trade analytics and allocations, as well as detailed analytics. It provides access to over 70+ stock exchanges, 20000+ cryptos, and ETFs. This allows international and global investors the ability to view all of their investments in one location. Our goal is to provide investors with an easy-to use tool that allows them to become better investors.
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The Rich
TheRich Billionaires
FreeCollaborating with fellow investors who share the same stock interests enhances reliability in investment decisions. Engage in conversations with verified shareholders to obtain valuable insights on your investments! I can easily view all my investment assets, ranging from stocks to cryptocurrencies, along with the anticipated monthly dividends and asset analysis in one comprehensive overview. Take advantage of the backtesting engine offered by The Rich to simulate past data before committing your funds. Additionally, with a single click, you can evaluate the backtesting results of your portfolio against the S&P 500 market index, allowing for informed comparisons and strategic planning. This streamlined approach not only simplifies investing but also empowers you to make data-driven decisions. -
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Dividend.watch
Dividend.watch
$5.3 per monthForget the hassle of spreadsheets and intricate data entry; effortlessly monitor over 83,100 stocks and ETFs from your personalized dashboard. This user-friendly platform allows you to manage a portfolio of any scale, project future earnings, assess diversification, and remain informed about all relevant updates. It features a sophisticated online dividend calculator packed with impressive tools that enable you to evaluate any stock under various scenarios with just a few clicks! Understanding one's dividend income is essential for every investor, while astute investors seek additional key metrics to guide their decision-making process. All vital information regarding your monthly dividend income, along with essential metrics, is conveniently consolidated in one location and is automatically recalibrated every 24 hours. You can buy and sell popular dividend stocks, progressively enhancing your portfolio. Keep track of crucial metrics including dividend yield, yield on cost, P/E ratio, and much more, as you calculate your dividend income and other significant figures. This innovative tool not only helps you estimate your monthly dividend income but also facilitates diversification and effective monitoring of your dividend portfolio, ensuring you make informed investment choices. -
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Dividend Data
Dividend Data
$10 per monthEstablish your long-term investment objectives and utilize our platform to monitor your progress effectively. With a 30-day money-back assurance, you can explore our services without any financial risk. Enhance your knowledge about investing by accessing our complimentary educational materials available on YouTube. Perform comprehensive fundamental analysis using our robust stock research tool, enabling you to evaluate your investments thoroughly. As you strive to achieve your financial aspirations, keep track of your investments consistently. Attaining your financial goals and gaining financial independence is within reach. Building a solid foundation of high-quality dividend-paying stocks can greatly contribute to your future financial security. Effortlessly manage multiple portfolios in a single location by either manually uploading data or automatically linking your accounts from US brokerages. Conduct an in-depth analysis of all your stocks while keeping an accurate record of purchased shares and those accumulated through dividend reinvestment plans (DRIPs). Calculate your true total returns from dividend reinvestment and automatically generate projections for your annual dividend income, overall portfolio yield, yield on cost, and the benefits of reinvesting dividends. Additionally, gain insights into the dividend income and yield metrics associated with each stock in your collection, ensuring you have a comprehensive view of your investments. By utilizing these tools, you are not only tracking your progress but also empowering yourself to make informed investment decisions for a prosperous future. -
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StockMaster
Supertech
$220 per year 2 RatingsLaunched in 1996, StockMaster has transformed into Australia's top-selling software for managing investment portfolios. Tailored for investors aiming to simplify investment management and tax reporting, it features a distinctive trade record system that facilitates the easy documentation and reporting of trade activities and dividends within a portfolio. Its online charting and query capabilities enable users to plot data and conduct on-the-fly queries regarding shares effortlessly. Beyond mere portfolio management, StockMaster encompasses cash book and property management tools, allowing users to monitor daily cash flows, as well as their income and expenses related to investment properties, creating a comprehensive investment management solution. The software also offers real-time tracking of shares, managed funds, warrants, options, CFDs, fixed interests, and more. Furthermore, it allows for in-depth analysis of anticipated dividend income cash flow and imputation credits over the next year, as well as detailed asset allocation insights within your portfolios. With StockMaster, investors have access to an all-encompassing platform that addresses various aspects of their financial management needs. -
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Plainzer
Plainzer
$6.17 per monthPlainzer is an intuitive tool that helps investors manage and monitor their dividend portfolios. It offers real-time analytics, tracks dividend payments, and provides detailed insights to help users maximize their returns. Investors can stay informed with customizable dashboards and alerts about upcoming payments and performance of their portfolios. Plainzer simplifies your portfolio management so you can stay on top of income strategy, whether you're an experienced investor or just getting started. -
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Dividend.com
Dividend.com
$199 per yearDividend.com serves as a financial services platform dedicated to delivering in-depth research on dividend stocks, featuring daily articles, insightful data, and comprehensive ratings. Operated by Mitre Media II LLC, the site employs a unique Dividend.com Rating system that evaluates stocks based on five specific criteria to identify those likely to yield substantial total returns for investors. Each stock is assessed and assigned a rating, scored from 1 to 5, reflecting its overall dividend quality, yield appeal, reliability of dividends, potential for earnings growth, valuation, and price momentum. To qualify for the upcoming dividend payment, investors must own the stock prior to its ex-dividend date; however, it is typically permissible to sell the stock on that same ex-dividend date and still receive the next dividend. This system not only helps investors make informed decisions but also emphasizes the importance of timing in dividend investing. -
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22 Dividends
Stefan Warwas
FreeThe 22 Dividends application enables users to monitor their DRIP transactions effectively. By doing so, it enhances your ability to assess your dividend growth performance more accurately. For each stock position, we provide a chart that details your BUY, SELL, and DRIP transactions. Additionally, we visualize your average share price, offering further insights into your investments. With support for over 10,000 US stocks, ETFs, and ADRs, the app caters to a wide range of investment options. The dividend calendar supplies a comprehensive overview of cash flow for every stock throughout the year. Future projections of values are also included, allowing for better financial planning. Furthermore, the 22 Dividends app computes the overall dividend yield and value gain performance, giving you a complete picture of your investment progress. -
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Divplan
Invest Trade
FreeYou can now access your dividend and coupon payment schedule directly from your smartphone. The values of your securities are updated daily, ensuring you remain informed about the annual income your investments generate. With this tool, you can establish your own regular income sources, such as a salary or rental income from properties. The project team diligently tracks market trends every day, delivering timely information straight to you. Stay updated with the latest market movements through Divplan; simply add a company to your Portfolio and receive all relevant investment notifications right in your app. Take advantage of the dividend calculator to manage your payment schedule effectively, while also keeping an eye on market news and investment signals from Nasdaq, Frankfurt, Moex, and the London Stock Exchange. This comprehensive approach empowers you to make informed financial decisions and maximize your investment potential. -
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Simply Safe Dividends
Simply Safe Dividends
$499 per yearLink your brokerage account, upload a spreadsheet, or manually enter your holdings to monitor your dividend earnings, assess dividend security, evaluate diversification, and much more. With a prompt setup, you gain an expansive overview of all your accounts alongside comprehensive information on each investment—constantly refreshed in near real-time, specifically designed for dividend investors, and all easily accessible with remarkable precision. As you explore further, you'll uncover even more features, with everything just a click or two away, ensuring you won't wander through a cumbersome, sluggish, or disorganized site. The interface remains clean and orderly, allowing you to manage your portfolio without frustration. Central to our offerings, Dividend Safety Scores™ equip investors with predictive insights into dividend risks, helping you steer through challenging scenarios with confidence. This streamlined approach not only enhances your investment experience but also empowers you to make informed decisions effortlessly. -
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JStock
Yocto Enterprise
FreeJStock simplifies the process of investing in stocks, allowing users to easily monitor their investments. It organizes crucial stock market data to assist in formulating effective investment strategies. Users can track stock prices and set personalized alerts, making it easier to stay informed. Additionally, JStock provides insights into insider transactions, revealing who is actively buying or selling shares. The platform also offers the latest stock market news and detailed analyses of a company's financial health, including both quarterly and annual reports. Users can compare financial ratios with other companies in the same sector for a broader perspective. A portfolio summary chart presents the annualized yield for quick reference, while comprehensive information about companies aids in thorough stock analysis. You can document your buy, sell, and dividend activities seamlessly. Furthermore, JStock integrates smoothly with JStock Desktop, which is available for free download. Users can set alerts to notify them when stock prices exceed or fall below specific thresholds. The tool also features stock technical analysis options on charts, along with an outstanding portfolio summary chart to monitor stock performance efficiently. Overall, JStock serves as a robust platform for both novice and seasoned investors to enhance their trading experience. -
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Stock Rover
Stock Rover
$7 per month 1 RatingStock Rover stands out as an advanced investment research and analysis platform that significantly exceeds the offerings of typical equity research websites. Its screening features are unparalleled at any cost, with many users initially drawn to Stock Rover for its robust stock screening and ranking abilities. In terms of comparison, it shines uniquely, providing assessments of competing investment options that no other site matches. The platform calculates fair values and margin of safety while highlighting important trends and scoring companies based on quality, growth, value, and sentiment. Users can also monitor their performance with real-time accuracy by linking their brokerage accounts for seamless portfolio updates. In addition, Stock Rover's charting capabilities surpass industry norms, allowing users to compare screeners, portfolios, and benchmarks while also visualizing fundamental metrics. This comprehensive tool encompasses various categories such as trading, stock analysis, charting, stock portfolio management, and screening, making it an essential resource for serious investors. -
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Kubera
Kubera
$12 per monthDiscover the ultimate modern portfolio tracker designed to manage all your assets seamlessly—both traditional and cryptocurrency. With the ability to connect to a multitude of global banks, brokerages, stocks, and currencies, you can keep your investments organized effortlessly. Link your online brokerage accounts or manually input individual stocks to monitor their current values in real-time. Access up-to-date balances from your cryptocurrency wallets and exchange accounts, or simply add your coins to keep tabs on your crypto portfolio's worth in your preferred currency. Kubera is compatible with over 20,000 banks across the globe and employs cutting-edge account aggregation technology, ensuring dependable connectivity to numerous online financial institutions worldwide. In addition, you can track the current value of your properties using real-time market data sourced from Zillow (available for the US only) and monitor the estimated market worth of your vehicles. Kubera also allows for the assessment of the market value of any web domain names you possess. Supporting almost every currency globally, you can combine your Japanese Yens with your Euros to create a comprehensive dashboard that displays their values in your local currency, providing you with a clear overview of your financial landscape. This holistic approach to asset tracking empowers you to make informed investment decisions with ease. -
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From unusually extensive news coverage to new SEC filings, approaching ex-dividend dates, or notable price fluctuations, we ensure you have all the information you need. Stay informed about your stocks, cryptocurrencies, ETFs, and mutual funds within a single portfolio. Our daily newsletter, complemented by real-time updates from Thomson Reuters, keeps you aware of developments regarding the companies that matter most to you. You can quickly access historical SEC filings to facilitate bulk downloads of relevant tables. The platform allows you to automatically consolidate figures from various tables while selecting the data that piques your interest. Engage with your colleagues by highlighting sections of financial documents and sharing your insights. Utilize the comprehensive full-text search feature to locate specific terms in any filing or transcript conveniently. Furthermore, you can annotate important data points inline, making it easier to export them and synchronize with your analytical model, enhancing your overall productivity. This way, you can make informed decisions based on comprehensive insights.
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A financial management tool designed to assist users in creating budgets, monitoring investments, managing bills, and receiving alerts for upcoming payments offers a refreshing approach to managing personal finances. Achieve your financial goals with tailored insights, personalized budgets, expense tracking, and subscription oversight—all at no cost. Gain clarity on your spending by effortlessly incorporating your cash, credit cards, investments, and bills into the platform. With our unique Mintsights™, discover untapped savings and enhance your spending habits through custom goals that motivate you. Whether you're saving for a home, tackling debt, or planning for the future, we ensure you're never paying more than necessary by tracking bills and sending reminders for due dates. Additionally, stay informed with overdraft protection alerts as you bid farewell to cumbersome spreadsheets with our adaptable budgeting features. You can easily add and modify categories, and enjoy round-the-clock access to your credit score without any fees, along with notifications for any significant changes to your report. This comprehensive solution empowers you to take charge of your financial journey with confidence.
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AllInvestView
AllInvestView
$5.99 1 RatingAllInvestView is a comprehensive investment dashboard crafted to streamline the management of your complete investment portfolio. It caters to a wide range of investments, including stocks, bonds, mutual funds, and cryptocurrencies, offering a cohesive overview and detailed analytics. The platform is equipped with a fixed income module, automated dividend monitoring, and presents all these features through an intuitive interface. AllInvestView differentiates itself by accommodating a diverse array of asset types along with unique tools tailored for monitoring fixed income and yields. It introduces an effective ticketing system for swift modifications and access to transaction specifics. Additionally, the platform enhances investment strategy with advanced asset allocation tools, such as efficient frontier analysis. Future enhancements include tax reporting support, simplifying financial management for our users further. -
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At Robinhood, our philosophy is that the financial system should be accessible to all individuals. This principle drives us to develop products that empower you to invest at a pace and on terms that suit you best. We are committed to ensuring that everyone has equitable access to financial resources. No matter the amount you plan to invest, you will encounter no account minimums or commissions when trading stocks, ETFs, or options on our platform. Additionally, with Robinhood Crypto, you can engage in buying and selling Bitcoin, Ethereum, Dogecoin, and a variety of other cryptocurrencies around the clock without incurring any fees. We prioritize your security, ensuring your digital assets and personal data are safeguarded. Funds from deposits or sales in your Robinhood Financial brokerage account are instantly accessible for cryptocurrency purchases within your Robinhood Crypto account, providing seamless investment opportunities. This commitment to accessibility and security underlines our mission to transform the financial landscape for everyone.
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Navexa
Navexa
The Smart Portfolio Manager Designed for Australian Investors. Gain immediate access to our comprehensive range of tools for tracking, analyzing, and reporting on investment portfolios. You have the ability to incorporate as many as five different portfolios into your account, which can be accessed via both our website and mobile application. Effortlessly add and evaluate stocks and funds from various exchanges, including the ASX, NASDAQ, and NYSE, among others. Additionally, utilize a personalized email address linked to your account to automatically refresh your portfolio with new trades and streamline the reporting of dividend income, ensuring you stay updated with minimal effort. This innovative platform simplifies the management of your investments, making it easier than ever to optimize your financial growth. -
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Empower
Empower
FreeExpert financial advisors who actively listen, combined with effective tools, create a powerful synergy. By integrating advanced technology with experienced fee-based financial professionals, we provide tailored solutions that prioritize your individual needs. Discover a level of financial clarity that you haven't experienced previously. Our team of financial experts is dedicated to crafting a Personal Strategy that aligns with your specific goals and preferences, and we ensure its execution through a portfolio designed to be tax-efficient, risk-sensitive, and regularly adjusted to suit your evolving circumstances. Regardless of whether you're in search of diverse investment opportunities or advanced financial oversight, we are here to assist you in constructing a well-rounded portfolio that reflects your values and priorities. Together, we can navigate the complexities of financial planning to achieve your aspirations. -
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StockMarket Plus
StockMarket Plus
$24 per monthIntroducing the ultimate accounting software for trading preferred shares, tailored specifically for Australian investors with substantial portfolios. With a user base exceeding 60,000 globally, we serve as a reliable foundation for their investment endeavors. Experience the assurance of StockMarket+ and start your risk-free trial now, freeing yourself from the hassle of tedious share tracking spreadsheets. Your investment portfolio and accountant will surely appreciate the transition. Designed by Australian investors for their peers, StockMarket Plus is a comprehensive platform that enables users to track, record, and forecast their shares and dividends while also managing property finances. Discover the premier share portfolio management software available in Australia. Benefit from a selection of more than 15 professional reports, cash flow forecasting, automatic brokerage calculations, and the capability to meticulously log your share history, making it easier than ever to gain control over your investments. Streamline and automate your investment management process without the chaos of unwieldy spreadsheets, and unlock the potential of your financial portfolio today. -
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Stockspot
Stockspot
$27.50 per monthWe create a diverse investment portfolio tailored to your needs, utilizing established strategies to enhance your financial growth. This includes a mix of global equities, Australian stocks, and government bonds to ensure broad exposure. Stockspot stands as the premier online investment advisor in Australia. Our approach involves constructing a personalized portfolio with ETFs (exchange-traded funds), allowing you to tap into various investment opportunities while minimizing fees. The key to successful investing lies in maintaining a diversified portfolio coupled with the discipline to remain committed to it, which may seem mundane but is incredibly effective. Stockspot's portfolios are strategically designed to focus on both capital appreciation and income generation through dividends. Our advanced technology streamlines essential tasks such as portfolio rebalancing and reinvesting dividends, ensuring your investments remain robust and costs remain minimal. Each dollar saved on fees translates directly into increased returns for you. We conduct regular assessments of your assets and the market landscape to maintain a well-balanced portfolio. Additionally, we encourage you to continue adding to your investments, accelerating your journey towards wealth accumulation. By staying proactive and informed, you can maximize your financial potential. -
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Portfolio Trader
Purescope
Portfolio Trader is an advanced app designed to track stock portfolios on both iPhone and iPad, offering comprehensive insights into your equity holdings and additional investments. It serves as both a robust portfolio manager and a stock tracking tool, allowing users to monitor and assess multiple portfolios and positions in various currencies, complete with diverse views on Profit & Loss and an array of charting options. This app is ideal for both seasoned traders and casual investors seeking efficient stock trading and portfolio oversight. Users can benefit from individual charts for each asset, available in full-screen mode, which can be analyzed over different time frames. The app accommodates holdings in several currencies, even within a single portfolio, and provides instant currency conversions and aggregate totals. Additionally, it features automatic pricing updates along with data from major stock exchanges and market prices. The ability to import and export portfolios from text files enhances its functionality, making it easier for users to manage large sets of investments effectively. -
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Dividend Snapshot Screeners
Dividend Snapshot
$9 per monthThe Dividend Snapshot Screeners will revolutionize your investment approach and help you create a successful portfolio. This service offers data sourced from publicly traded companies purely for informational purposes. It’s important to note that the insights offered by Dividend Snapshot should not be construed as endorsements to purchase specific stocks or as personalized investment advice. As an independent investor, you understand that achieving your financial goals is a long-term endeavor rather than a quick race. To thrive in this journey, having a structured method for identifying profitable stocks is essential, and that’s exactly what the screeners provide! They equip you with the necessary tools to enhance your investment strategy effectively. -
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Sarwa
Sarwa
0.5% FeeNo matter if you're just starting out in the world of investing or have years of experience under your belt, Sarwa is dedicated to doing what’s best for you and your financial future. Our aim is to help you achieve your financial objectives more quickly by offering a range of services that were once exclusive to the ultra-wealthy. You can invest in a well-diversified portfolio comprising stocks, bonds, and various other asset classes, all curated to align with your personal risk appetite. Research indicates that investing in low-cost index funds that mirror market trends often yields better results than individual stock selection over the long haul. We leverage innovative technology to adjust your portfolio in response to market changes and to reinvest any dividends you earn. After assessing your responses, we will propose a personalized investment strategy tailored to your risk profile and investment timeline, which you have the flexibility to modify at any point in time. Our commitment is to empower you with the right tools and insights so you can make informed investment decisions. -
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Trading 212
Trading 212
Trading 212 is a financial technology firm that aims to make financial markets accessible to everyone through user-friendly and free applications, allowing individuals to trade in a variety of assets such as Stocks, ETFs, Forex, and Commodities. We revolutionized the stock brokerage landscape by being the first to provide zero commission trading services in both the UK and Europe, making it possible for millions to participate in the stock market. It's wise to avoid concentrating all your investments in one area; instead, create a diversified portfolio tailored to your personal financial aspirations. Establish an investment strategy that aligns with your objectives and financial capacity. Fund your account, invest, and automatically reinvest any dividends into your portfolio. You have complete control over all elements of your investment portfolio, including the ability to easily modify the allocation of your assets. A simple tap can help you rebalance your investments as needed. If you find yourself with additional funds, you can contribute them at your convenience without disrupting your established investment strategy. Moreover, this flexibility allows for ongoing adjustments in response to market changes or personal financial situations. -
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Passiv
Passiv
$99 per yearPassiv transforms your brokerage account into an advanced tool for managing your portfolio. You can create a customized index, invest, and rebalance effortlessly with just a click, while also managing several accounts with ease. By linking your accounts from supported partner platforms, you can streamline your investment process. If your brokerage is not included in the list, consider signing up for our mailing list to receive updates on future integrations. Take control of your investments and maintain your desired allocation efficiently. With Passiv’s "buy-only" feature, you can quickly pinpoint underweight assets in your portfolio. It saves you time by automating the trade calculations and executions necessary for maintaining balance within your investments. Additionally, you will receive alerts whenever new cash or dividend payments are made or if your portfolio strays from its intended alignment. We collaborate directly with brokerages and utilize their APIs to ensure that your data remains secure, safeguarding your compliance with their terms and conditions. You'll appreciate the convenience and peace of mind that comes with using Passiv for your investment management needs. -
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QuantShare
QuantShare
QuantShare serves as a versatile desktop application that empowers traders to observe and evaluate market conditions. Beyond its functionalities as stock trading software, it caters to Forex, Futures, Options, and ETF traders as well. The platform enables users to access a wealth of trading resources contributed by fellow members, which encompasses data downloaders, watchlists, trading systems, and personalized drawing tools. With QuantShare, users can engage in limitless creativity when it comes to designing and backtesting their trading strategies. Notably, the True Portfolio Backtester stands out as one of the most sophisticated and efficient tools available in the industry. While many trading applications provide a basic database for storing quote data, QuantShare enhances this capability by allowing the creation of multiple historical and intraday databases. Users have the flexibility to store a variety of data types within these databases—ranging from Call-Put ratios to news, dividend and split information, short selling metrics, as well as fundamental and insider data—enabling comprehensive charting, analysis, and backtesting opportunities. Additionally, this extensive data storage capability ensures that traders can fine-tune their strategies based on a broad spectrum of market insights. -
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Charles Schwab
Charles Schwab
1 RatingEffortlessly manage your investments and execute trades with the support of Schwab. You can trade a variety of financial instruments such as stocks, options, bonds, mutual funds, and ETFs. By utilizing Schwab's website and mobile app, you can easily oversee your account anytime, anywhere. Access a suite of online tools designed to help you screen and assess investments and create a tailored financial plan. You can reach out to our financial experts whenever you need assistance, and you can also find local support at a nearby branch. Our trading platforms, whether web-based or mobile, are crafted to facilitate an excellent trading experience. Whether you're looking to sharpen your trading expertise or explore something new, you can tap into a community of professionals who are equally enthusiastic about trading. With just a touch, face ID, or a saved passcode, you can quickly check your portfolio balance, including assets held outside of Schwab, as well as your holdings and statements. Depositing checks into your eligible Schwab Bank or brokerage accounts is a breeze—simply snap a few pictures. Quickly view your positions and effortlessly trade various assets like stocks, ETFs, mutual funds, and options while enjoying the convenience of modern technology. -
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MarketBeat
MarketBeat
$9.97 per monthMarketBeat equips individual investors with the tools to enhance their trading choices by offering up-to-the-minute financial information and unbiased market insights. If you're in search of analyst evaluations, corporate share repurchases, dividend details, earnings reports, economic updates, insider transactions, initial public offerings, SEC documents, or stock split information, MarketBeat delivers the impartial data necessary for a thorough stock analysis, ensuring you stay informed in a rapidly changing market. -
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SelfWealth
SelfWealth
$9.50 per tradeEasily engage in buying and selling shares with our highly rated trading platform, SelfWealth, which simplifies the process of establishing a complimentary share trading account for individuals, joint accounts, SMSFs, trusts, and corporations. Once you create your free account, you will also gain access to a secure SelfWealth cash account, allowing for convenient fund transfers directly from your bank via bank transfer or BPAY. Utilize our intuitive online trading platform to purchase stocks, ETFs, and various other securities listed on both the Australian and US stock exchanges. Access real-time pricing on both the stock and order pages, while monitoring your holdings—including profits, losses, current prices, and daily fluctuations—through our interactive portfolio feature. Additionally, leverage our exclusive market research tools, which include market analysis, a stock screening tool, and insights into popular stocks, to make informed decisions about your next investment. With these resources at your fingertips, you can navigate the trading landscape with confidence and ease. -
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Stocks extension provides you with real-time stock quotes, news and all the financial information you need. Are you tired of switching between different websites and apps in order to keep track of the stocks, indices and cryptocurrencies that you are interested in? Stock Glance is the ultimate extension for all your investment needs. # Real-time data for prices and news Create Watchlists of your favorite stocks, indexes, or Crypto # Financial Statements for Stocks # Stock Search Function # Upcoming Earnings tracker
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My Stocks Portfolio
Peeksoft
FreeMonitor various assets including stocks, equities, funds, ETFs, currencies, and even unlisted equity in the financial market. Effectively manage your investment portfolios and analyze their performance over specified periods, utilizing key metrics such as realized and unrealized gains, daily fluctuations, total changes, and annualized returns. Stay informed with a continuous stream of stock market news, including updates specific to each stock you track. Tailor the news feed to include updates from selected international markets to enhance your insights. Effortlessly convert your stock portfolios into a single currency by leveraging real-time foreign exchange rates, allowing for seamless integration of stock quotes and holdings from diverse markets, all displayed in your preferred currency. Visualize the allocation of each stock within your entire portfolio using pie charts for better understanding. Support for multiple stock portfolios enables you to monitor various stock exchanges, manage different portfolios, or create comprehensive watchlists. This multifaceted approach ensures that you have a holistic view of your investments while keeping you informed and in control. -
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My Stock Scanner
Guru Investing Limited
$35 per month 1 RatingMy Stock Scanner helps you to identify quality stocks, determine their value and time your trades perfectly. Use our 3 Point Playbook course to improve your investing performance. Our web-based platform covers 100,000+ global stocks and ETFs, as well as indexes in all major countries. Stock scores and our company research page will tell you in a flash if a business is worth further investigation. Our intuitive Value Charts let you know in seconds whether a stock has been over- or undervalued. The TPI Timing Tool is a proprietary tool that helps you to time your trades perfectly. My Stock Scanner has it all: unlimited watchlists and advanced screener, portfolio tracking tools, and more. -
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MProfit Advisor
MProfit Software
$40 per monthMProfit enables you to effortlessly oversee all your investment activities from a single platform. You can import your financial data from over 700 brokers and institutions, allowing you to access detailed portfolio reports and receive your capital gains formatted for ITR. With MProfit, investments across various asset classes such as stocks, derivatives, mutual funds, bonds, fixed deposits, NPS, and AIF can be effectively managed. This versatile tool is accessible across web, desktop, and both Android and iOS mobile devices. Not only can you manage your investments in various categories, but you can also maintain individual portfolios and group them for a comprehensive view of your holdings. Additionally, advisors have the capability to organize client investments into category-wise and family-wise portfolios. The platform also offers the convenience of automatically importing contract notes and back-office files for stocks and derivatives from more than 700 brokers, streamlining the investment management process for users. Overall, MProfit is designed to simplify and enhance the investment tracking experience for both individual investors and financial advisors alike. -
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Groww
Groww
Groww serves as an investment platform that simplifies the process of finding suitable mutual funds for users, allowing them to invest their money with ease. The platform offers an impartial assessment of various mutual funds but does not provide specific recommendations or advice regarding fund selection; ultimately, investors must make their own choices. It is important to note that Groww does not assure any returns or guarantee the safety of the invested capital. With Groww, users can effortlessly invest in mutual funds, stocks, and digital gold quickly and securely. The onboarding process is entirely paperless, making it convenient to invest in well-known mutual funds, stocks, and purchase gold from home in just a few minutes. Users can invest in direct mutual funds through Systematic Investment Plans (SIPs) or lump sums without incurring any commission fees. For existing investors, there is an option to transition from regular investment plans to direct mutual fund plans, potentially leading to increased returns. Additionally, Groww acts as an efficient Demat and stock trading application that facilitates the opening of a complimentary Demat account, enabling users to trade BSE and NSE listed stocks with low brokerage fees on their stock orders, which enhances the overall investment experience. Overall, the platform stands out for its user-friendly interface and commitment to making investing accessible for everyone. -
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Pluto
Pluto
FreeTransform your investing experience into a social activity by forming a group with your friends. Enrich your conversations with relevant financial data, track your friends' portfolios, and receive alerts when they make trades that you might want to emulate. With Pluto, you gain access to over 4,000 US stocks without any commission fees and can invest in fractional shares. Join our beta to engage in a virtual trading game with your group and stand a chance to win weekly cash rewards. You can explore US stocks with no commissions and no minimum investment thresholds. Why not consider investing $50 in Apple shares? Choose the amount you want to invest in companies you trust, and the process is as simple as ABC. It’s commission-free and as effortless as buying your morning coffee. You’re already chatting about your trades and sharing your portfolios with friends, so with Pluto, it just became significantly more convenient. Enjoy data-rich discussions, monitor each other’s investments, and stay informed when a friend makes a trade. Ultimately, investing becomes a more enjoyable and rewarding journey when shared with friends! Plus, it fosters a sense of community and collaborative growth in your financial endeavors.