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Platform Overview

A guided tour of Dividend Wealth — where to find your portfolios, research tools, and account settings.

Once you log in, the sidebar on the left is your main navigation. It collapses to icons on smaller screens — click the arrow at the bottom to expand or collapse it. Your account menu lives in the footer of the sidebar.

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Main Navigation

Home

Your dashboard landing page. See combined portfolio value, forward dividend income, upcoming payouts, performance charts, and quick links to create a portfolio or jump into research tools.

Portfolios

Manage all of your dividend portfolios in one place. Create new portfolios, switch between accounts (e.g., Roth IRA vs. taxable), and open any portfolio for detailed analytics.

Strategies

Browse curated dividend strategy portfolios with published rules, holdings, and performance. Available on paid plans.

Watchlists

Track stocks you are researching before buying. Build lists of tickers and monitor Dividend Scores, yields, and key metrics.

Research Tools

The Tools section in the sidebar gives you access to calculators and screeners. Curated dividend lists (Dividend Kings, Aristocrats, high-yield picks, and more) live under Curated Lists.

Stock Screener

Filter thousands of dividend stocks by yield, payout ratio, growth streak, sector, and more. Every result includes a Dividend Score (A+ through F).

Read the guide

Compare Stocks

Side-by-side comparison of dividend returns, income growth, and total return across multiple tickers over custom time windows.

Read the guide

Dividend Calculator

Project future dividend income from a hypothetical portfolio. Useful for planning before you buy.

Dividend Calendar

See ex-dividend dates and payment schedules across the market. Filter by sector, yield, and payment frequency.

Read the guide

Inside a Portfolio

Click any portfolio from Portfolios to open its detail page. Each portfolio has tabbed views across the top:

Overview

Portfolio value, forward income, yield on cost, sector breakdown, and top holdings at a glance.

Holdings

Every position with shares, cost basis, market value, forward yield, and Dividend Score.

Diversification

Sector and income allocation charts to spot concentration risk.

Income

Monthly and annual dividend income — realized and forecasted — with payout history.

Calendar

Your portfolio-specific ex-dividend and payment schedule.

Goals & What-If

Set income targets and model scenarios against your goals.

Performance

Historical returns vs. benchmarks over selectable time windows.

Alerts

Configure notifications for dividend changes, ex-dates, and price targets.

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Use the Add Transaction button on the portfolio page to enter buys and sells one at a time. See the Adding Transactions guide →

Account & Settings

Click your avatar at the bottom of the sidebar to open the account menu:

  • Account — profile, subscription status, billing, notification preferences, and password reset
  • Notifications — alert history and delivery settings
  • Help — guides, glossary, and FAQs
  • Upgrade — shown during your free trial; compare plans and unlock more portfolios
Read: Creating Your Account

Suggested First Steps

Getting Started Guide

Zero to a tracked portfolio in ~10 minutes.

Create a Portfolio

Step-by-step through the portfolio wizard.

Still have questions? Visit the Help Center or email us at customerservice@dividend-wealth.com