Changelog
Newest updates appear first. 2026 is listed month by month. For 2025 we group releases by season so the list stays readable. Descriptions focus on what you will notice as a member—not implementation details.
Brokerage Account Linking — Open Beta
You can now connect your real brokerage account to Dividend Wealth and automatically import your holdings and transaction history. This feature is in open beta — email us to request access.
Beta Participation Agreement and consent flow
A dedicated Beta Participation Agreement is now live, covering data handling, privacy, and your rights as a beta tester. You'll review and accept it before connecting your brokerage.
Fixed: phantom losses on portfolios with sell history
Some portfolios containing sell transactions were showing inflated cost basis and incorrect unrealized losses on the Holdings tab. The underlying transactions and prices were always stored correctly — only the displayed cost basis was wrong. Now fixed.
Dividend Calendar: portfolio payouts, watchlist filters, and smarter summaries
The Dividend Calendar now shows your actual expected payout when viewing Your Portfolios, lets you filter by any saved watchlist, and surfaces a period income summary so you can see what's coming at a glance.
Fixed: portfolio transaction upload returning 500 error
A recent security update aimed at preparing the platform for live brokerage integration was too aggressive and briefly broke manual transaction uploads for all users. This has been resolved.
Smoother portfolio updates and comparison tool polish
Clearer transaction flows, better feedback when your portfolio refreshes, comparison-tool tweaks, and a fix for trial users stuck when creating a portfolio.
Site-wide UI refresh and a faster, more reliable app foundation
A broad visual and navigation refresh, plus under-the-hood upgrades so pages and sign-in feel snappier and more dependable.
New tools, smarter stock discovery, and seasonal promotion
Watchlists, Dividend Hero, weekly payer lists, calendar upgrades with logos, public portfolio sharing, password reset, demo portfolios, Spring Sale, and more.
Dividend calendar, accounts, and portfolio building blocks
Calendars, watchlists, and account-level features came together as the new site rolled out, with steady fixes to returns and portfolio views.
Compare Dividend Returns tool overhaul (multi-stock + faster, cleaner UI)
The Dividend Comparison tool has been significantly upgraded for clearer workflows, quicker results, and a smoother experience on phones and desktops.
Stock Scorecard, financial statements, and home experience refinements
Tighter financial tables and scorecard presentation, a better home search bar, smoother subscription portal alignment, and small promo-banner controls.
Sharper forecasts, holdings math, and end-of-year experience
More dependable portfolio math after corporate actions, clearer dividend timing on the calendar, smoother transaction editing, trial and checkout polish, and holiday-season UX.
Speed, SEO, pricing, and the dividend calendar on the go
Faster first impressions on key pages, clearer plans and account status, smoother checkout, dividend calendar improvements, and better mobile scorecard behavior.
Comparison tool, analyst context, and dividend stock lists
Early multi-stock comparison work, scorecard data upgrades, analyst scores and price targets on the scorecard, and curated lists such as Dividend Kings and high yield.
Stock Scorecard debut and authentication polish
A dedicated Stock Scorecard experience went live, with follow-up fixes to sign-in and curated list pages as those areas matured.
Stock Scorecard Overhaul: Enhanced Financial Analysis & Global Currency Support
Completely redesigned Stock Scorecard with improved readability, enhanced financial statements, and global currency support.
Major Platform Improvements & Accuracy Enhancements
Significant improvements to enhance accuracy, reliability, and user experience across the platform.
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