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.
Home dividend chart no longer mixes years
Expected Dividend Income on Home now keeps each month’s realized and forecast in the correct year — no more “realized” bars in future months, and clearer totals.
Brokerage reconnect works more reliably
When a linked brokerage needs you to log in again, Reconnect opens your bank’s login more reliably — and you’ll get a clear message if you hit the daily reconnect limit.
Trial members can choose Standard on Pricing again
During a free trial, Pricing correctly shows Free as your current plan — not Standard — so you can still subscribe to paid plans when you're ready.
Faster portfolio and strategy loading
Portfolios and strategy cards load faster thanks to smarter caching and fewer round-trips when opening detail pages or browsing the strategies grid.
Portfolio pages stay put on refresh
Refreshing Portfolios, Home, or Watchlists while signed in no longer bounces you to the registration page and dumps you on Home.
Portfolio cards and links load correctly again
Opening a portfolio from All Portfolios works again for newer portfolios, and card history sparklines show real daily performance instead of “No history yet.”
Connect Fidelity and more brokerages via SnapTrade
Fidelity and 20+ additional brokerages are now available through SnapTrade when you link a portfolio — alongside the Plaid connections you already use on Standard and Premium.
Q3 2026 strategy rebalance reports are live
The July 1 quarterly rebalance reports for all three Dividend Wealth model strategies — Income, Income Growth, and Balanced — are published with full trade rationale and portfolio metrics.
Clearer yield labels on your portfolio
Portfolio and income views now use clearer **Forward Income** and **Forward Yield** labels so you can tell today's income run-rate apart from longer-range dividend forecasts.
Upgrade your plan without double billing
Moving from Standard to Premium (or switching billing intervals) now happens in place with prorated charges — no second subscription and no duplicate billing.
Try Dividend Wealth before you sign up
The homepage **See Demo** button sends visitors to a real, read-only portfolio — complete with forward income, holdings, performance, and a populated dividend calendar — no account required.
Brokerage linking is now generally available
Automatic brokerage linking is out of beta. Standard, Premium, and Lifetime members can connect directly from the Create Portfolio wizard — no email approval required. The Free plan stays manual entry only.
New membership tiers: Free, Standard, and Premium
Pricing is now organized into four clear tiers — Free, Standard, Premium, and Lifetime — with feature gates for brokerage linking, portfolio limits, and holdings caps.
Set a target size for each portfolio
You can now set a target portfolio value and target date for each portfolio on the All Portfolios view — with aggregate progress tracked across your accounts.
Updated Terms and Privacy Policy
Our Terms of Service and Privacy Policy were updated to reflect the new membership tiers, brokerage linking at GA, and how we handle connected financial data.
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.
Want to suggest a feature or report a bug? Contact us