Third column: Dividend Wealth

Dividend tracker comparison, prices checked 2026-11-09

Simply Safe Dividends vs Sharesight: pricing, forecasting and features compared

Sharesight is cheaper on the entry plan: Sharesight Starter is $84 a year against $468 for Simply Safe Dividends Annual membership, a difference of $384 a year. Of the 22 points we check, Simply Safe Dividends is ahead on 5 (dividend safety or quality score, dividend screener and curated stock and ETF lists) and Sharesight on 4 (free plan limits, community and public portfolios and public API). On dividend forecasting Simply Safe Dividends rates "Partly" and Sharesight "Partly"; Dividend Wealth projects every future payment with a date, an amount and a confidence tier out to 10 years. Dividend Wealth, which we make, is the third column: $99.99 a year on Standard or $1,500 once for life, with dividend safety scores, a screener and free research pages, and no mobile app yet.

We make Dividend Wealth, so it sits in the third column and is labelled as ours. Simply Safe Dividends and Sharesight are described from their public pricing and feature pages, linked under Sources; anything we could not confirm is marked "Not verified".

Try Dividend Wealth free for 14 days Simply Safe Dividends pricing Sharesight pricing

At a glance

	Simply Safe Dividends	Sharesight	Dividend Wealthours
What it is	A research service first and a tracker second: Dividend Safety Scores, analyst write-ups, model portfolios and a newsletter, with portfolio tracking built around them, for $468 a year.	A performance and tax reporting tracker for global investors: 60+ markets, trade imports from 200+ brokers, automatic dividend and DRP tracking, and a Future Income report of upcoming payouts.	A dividend tracker built around forecasting: every future payment is projected with a date, an amount and a confidence tier, portfolios can be linked to a brokerage or reconciled by hand, and the research pages are free to read.
Company	Simply Safe Dividends	Sharesight Limited, Wellington, New Zealand	Dividend Wealth
Platforms	Web	Web, iOS and Android apps	Web (responsive); no native mobile app yet
Paid plans	Annual membership $468/yr	Starter $9.33/mo or $84/yr; Premium $31/mo or $279/yr	Standard $9.99/mo or $99.99/yr; Premium $19.99/mo or $199.99/yr; Lifetime $1,500 once
Free plan	No free plan; 14-day trial instead.	1 portfolio, 10 holdings including closed positions, 1 custom group.	1 portfolio, 10 holdings, 25 transactions; no brokerage linking.
Free trial	14 days, no card required.	Free plan instead of a trial; a demo portfolio shows the paid reports.	14 days of Standard, no card required.
Scale (self-reported)	Not stated on the pages we read	200,000+ investors (as stated on sharesight.com)	2,700+ users, 4,000+ portfolios and $340M+ of assets tracked (as stated on dividend-wealth.com)
Trustpilot	Score unavailable	Score unavailable	Score unavailable

Pricing

List prices in US dollars as published on each pricing page on 2026-11-09. Promotions change; the links above go to the live pages.

Product	Plan	Monthly	Yearly	What you get
Simply Safe Dividends	Annual membership	Not offered	$468/yr	$39 a month billed annually; the only plan. Unlimited portfolios, Dividend Safety Scores, alerts, income calendar and forecast, screeners, analyst research, newsletter and model portfolios
Sharesight	Free	$0	$0	1 portfolio, 10 holdings (including closed), 1 custom group, basic support
Sharesight	Starter	$9.33/mo	$84/yr	$7 a month billed annually; 1 portfolio, 30 holdings, 3 custom groups
Sharesight	Standard	$24/mo	$216/yr	$18 a month billed annually; 4 portfolios, unlimited holdings, 5 custom groups, advanced reports
Sharesight	Premium	$31/mo	$279/yr	$23.25 a month billed annually; 10 portfolios, unlimited holdings, 10 custom groups, priority support
Dividend Wealth	Free	$0	$0	1 portfolio, 10 holdings, 25 transactions, no brokerage linking
Dividend Wealth	Standard	$9.99/mo	$99.99/yr	6 portfolios (1 brokerage-linked + 5 manual), unlimited holdings and transactions, forecasting and safety scores
Dividend Wealth	Premium	$19.99/mo	$199.99/yr	Unlimited portfolios and unlimited linked brokerage accounts
Dividend Wealth	Lifetime	$1,500 once	n/a	Premium forever, one payment (or 3 payments of $500); all future Premium features included

Simply Safe Dividends sells one annual plan and states that it does not offer discounts or monthly billing.

US prices from sharesight.com/us/pricing. Sharesight prices its plans by region, so other countries see different figures.

Cost of one year on each paid plan when billed yearly. Dividend Wealth Lifetime ($1,500 once) is not a yearly cost and is left out.

Dividend forecasting: how far ahead, and how sure

Every tracker here lists upcoming payouts. The difference is whether it projects each future payment on its own date, how far ahead it goes, whether it says how confident it is, and whether the method is published.

Simply Safe Dividends

Partly — Income calendar and forecast of expected dividends; horizon and confidence rating not stated.

Sharesight

Partly — The Future Income report lists paid, pending, announced and estimated upcoming dividends; no multi-year dated forecast or confidence rating.

Dividend Wealth

Yes — Each future payment is projected individually with a date, an amount, a growth assumption and a High, Medium or Low confidence tier, out to 10 years in the what-if projections. Built from each holding's own payment history, with the method published.

Read the forecasting method.

Feature by feature

22 points, the same for every comparison on this site. "Not verified" means we could not confirm it from the vendor's public pages and would rather say so than guess.

Feature	Simply Safe Dividends	Sharesight	Dividend Wealthours
Income
Dividend forecasting	Partly — Income calendar and forecast of expected dividends; horizon and confidence rating not stated.	Partly — The Future Income report lists paid, pending, announced and estimated upcoming dividends; no multi-year dated forecast or confidence rating.	Yes — Each future payment is projected individually with a date, an amount, a growth assumption and a High, Medium or Low confidence tier, out to 10 years in the what-if projections. Built from each holding's own payment history, with the method published.
Dividend calendar	Yes — Income calendar.	Yes — Dividend calendar with the date, amount and payment status of every dividend in the portfolio.	Yes — Market-wide calendar with presets (Aristocrats, Kings, monthly payers, REITs) plus a per-portfolio calendar of ex-dates and pay dates.
Dividend safety or quality score	Yes — Dividend Safety Scores, the core of the service, with a published track record on dividend cuts.	No — No dividend safety score found.	Yes — Resilience Score for dividend durability and an A+ to F Overall Rating built from six published subscores.
DRIP modelling	Not verified — Not verified.	Yes — Tracks dividend reinvestment plans (DRPs) automatically for supported markets.	Yes — DRIP toggle in Goals & What-If projections; DRIP backtests in the compare tool.
Income goal tracking	Not verified — Not verified.	No — None found.	Yes — Income goals with year-to-date progress and milestone alerts.
Tracking
Brokerage sync	Not verified — Not stated on the pricing page.	Yes — 200+ brokers by trade-confirmation email import and broker connections, Robinhood, Charles Schwab and Interactive Brokers among them.	Yes — Plaid and SnapTrade (Schwab, Vanguard, Fidelity, Robinhood, Interactive Brokers and more). One linked account on Standard, unlimited on Premium. Imports holdings and about two years of transactions.
Manual transactions	Yes — Manual portfolios, unlimited.	Yes — Manual trades, unlisted investments and cash accounts on every plan.	Yes — Unlimited on paid plans (25 on Free). Enter the ticker, date and shares; the price auto-fills from the actual close on that date, and stock splits are applied automatically so statements reconcile.
CSV import and export	Not verified — Not verified.	Yes — Bulk trade import from a spreadsheet file; reports export to spreadsheet and PDF.	Yes — Import a full transaction history or current holdings from CSV; export the same Symbol, Type, Date, Shares, Price, Fee format and re-import it.
Portfolios on paid plans	Yes — Unlimited.	Yes — 1 on Free and Starter, 4 on Standard, 10 on Premium.	Yes — 6 on Standard (1 linked + 5 manual); unlimited on Premium and Lifetime.
Free plan limits	No — No free plan; 14-day trial instead.	Partly — 1 portfolio, 10 holdings including closed positions, 1 custom group.	Partly — 1 portfolio, 10 holdings, 25 transactions; no brokerage linking.
Research
Dividend screener	Yes — Stock and closed-end fund screeners.	No — None found.	Yes — Dividend stock screener with 21 filters: 17 numeric ranges (yield, payout ratio, increase streak, consistency, 1-, 5- and 10-year dividend growth, P/E, PEG, P/B, upside to target, return on equity, net margin, revenue growth, net debt to EBITDA, beta, market cap) plus sector, stock or ETF, payment frequency and a minimum A+ to F grade; seven one-click strategy presets.
Curated stock and ETF lists	Partly — Model portfolios and idea lists for members; nothing free to read.	No — None found.	Yes — 37 curated lists, free to read with live data: Dividend Aristocrats, Kings and Champions, monthly and weekly payers, covered-call, YieldMax and bitcoin-income ETFs, highest yield, undervalued, oversold, top rated and more.
Stock and ETF research pages	Yes — Analyst research, idea lists, model portfolios, 10-year financial charts and S&P credit ratings, behind the paywall.	No — No public per-ticker research pages found.	Yes — Free research pages for thousands of US-listed stocks and ETFs: dividend history, yield, forecast and FAQ.
Side-by-side ticker comparison	Not verified — Not verified.	Partly — Benchmarking against an index or fund, not ticker against ticker.	Yes — Interactive DRIP comparison for up to 15 tickers, plus 1,200+ published pair pages (fees, yield, returns, overlap).
Community and public portfolios	No — None found.	Partly — A community forum; portfolios can be shared with people you choose.	Yes — Public portfolios and a portfolio contest.
Platform
Mobile app	Not verified — Not verified.	Yes — iOS and Android apps (Sharesight - Portfolio Tracker).	No — No native app yet. The web app works on phones.
Public API	No — None found.	Yes — Developer API for partners.	No — Not yet; a public API is on the roadmap.
MCP server for AI assistants	No — None found.	No — None found.	No — Not yet. An MCP server, so AI assistants such as ChatGPT and Claude can read your portfolio and forecasts, is in progress.
Markets and currencies	Partly — US-focused.	Yes — 60+ markets and 700,000+ stocks, ETFs and funds; a base currency per portfolio with currency impacts worked out.	Yes — 26 exchanges across the US, Canada and Europe. Holdings stay in their trading currency; portfolios, income and transactions are shown in your choice of 10 display currencies (USD, CAD, EUR, GBP, AUD, CHF, JPY, SEK, DKK, NOK) at daily FX rates.
Billing
Lifetime plan	No — No lifetime plan.	No — No lifetime plan.	Yes — $1,500 once, or 3 payments of $500.
Free trial	Yes — 14 days, no card required.	Partly — Free plan instead of a trial; a demo portfolio shows the paid reports.	Yes — 14 days of Standard, no card required.
Refunds	Yes — 60-day money-back guarantee for first-time subscribers.	Not verified — Not stated on the pricing page.	Partly — Cancel anytime; cancellation stops renewals but the current period is not refunded.

Where each one is ahead

Counted from the table above. A tracker is "ahead" on a point when its verdict ranks higher (Yes over Partly over No) and both verdicts are verified; unverified points are left out of the count.

Simply Safe Dividends over Sharesight

5 of 22 points

Dividend safety or quality score. Dividend Safety Scores, the core of the service, with a published track record on dividend cuts.
Dividend screener. Stock and closed-end fund screeners.
Curated stock and ETF lists. Model portfolios and idea lists for members; nothing free to read.
Stock and ETF research pages. Analyst research, idea lists, model portfolios, 10-year financial charts and S&P credit ratings, behind the paywall.
Free trial. 14 days, no card required.

Sharesight over Simply Safe Dividends

4 of 22 points

Free plan limits. 1 portfolio, 10 holdings including closed positions, 1 custom group.
Community and public portfolios. A community forum; portfolios can be shared with people you choose.
Public API. Developer API for partners.
Markets and currencies. 60+ markets and 700,000+ stocks, ETFs and funds; a base currency per portfolio with currency impacts worked out.

Dividend Wealth over both

4 of 22 points

Dividend forecasting. Each future payment is projected individually with a date, an amount, a growth assumption and a High, Medium or Low confidence tier, out to 10 years in the what-if projections. Built from each holding's own payment history, with the method published.
Curated stock and ETF lists. 37 curated lists, free to read with live data: Dividend Aristocrats, Kings and Champions, monthly and weekly payers, covered-call, YieldMax and bitcoin-income ETFs, highest yield, undervalued, oversold, top rated and more.
Community and public portfolios. Public portfolios and a portfolio contest.
Lifetime plan. $1,500 once, or 3 payments of $500.

Which should you pick?

Pick Simply Safe Dividends if: You want someone else's written research and model portfolios and will pay for it; the tracker is secondary.

Pick Sharesight if: You hold stocks across several countries or currencies, need tax reports (capital gains, taxable income) as much as dividend tracking, or import trades from a broker outside North America.

Pick Dividend Wealth if: You invest for dividend income first and want every payment forecast with a date, an amount and a confidence tier, scored for safety and reconciled to your statements, with research, lists and comparisons you can read without an account.

What ten years costs

The entry plan of each tracker, billed yearly at today's list prices, and Dividend Wealth's one-time lifetime licence.

Simply Safe Dividends Annual membership
Sharesight Starter
Dividend Wealth Standard
Dividend Wealth Lifetime

Total paid after each year, billed yearly at today's prices. Dashed lines are one-time lifetime licences (Dividend Wealth). After 10 years: Simply Safe Dividends Annual membership $4,680, Sharesight Starter $840, Dividend Wealth Standard $999.90, Dividend Wealth Lifetime $1,500.

Frequently asked questions

Is Simply Safe Dividends cheaper than Sharesight?

Sharesight is cheaper on the entry plan: Sharesight Starter is $84 a year against $468 for Simply Safe Dividends Annual membership, a difference of $384 a year. Prices checked 2026-11-09.

Which has better dividend forecasting, Simply Safe Dividends or Sharesight?

They rate the same ("Partly"). Simply Safe Dividends: Income calendar and forecast of expected dividends; horizon and confidence rating not stated. Sharesight: The Future Income report lists paid, pending, announced and estimated upcoming dividends; no multi-year dated forecast or confidence rating. Dividend Wealth: Each future payment is projected individually with a date, an amount, a growth assumption and a High, Medium or Low confidence tier, out to 10 years in the what-if projections. Built from each holding's own payment history, with the method published.

Does Simply Safe Dividends or Sharesight have a mobile app?

Simply Safe Dividends: Not verified. Sharesight: iOS and Android apps (Sharesight - Portfolio Tracker). Dividend Wealth: No native app yet. The web app works on phones.

Can I use Simply Safe Dividends or Sharesight without linking a brokerage?

Simply Safe Dividends: Manual portfolios, unlimited. Sharesight: Manual trades, unlisted investments and cash accounts on every plan. Dividend Wealth: Unlimited on paid plans (25 on Free). Enter the ticker, date and shares; the price auto-fills from the actual close on that date, and stock splits are applied automatically so statements reconcile.

Which covers more markets and currencies, Simply Safe Dividends or Sharesight?

Simply Safe Dividends: US-focused. Sharesight: 60+ markets and 700,000+ stocks, ETFs and funds; a base currency per portfolio with currency impacts worked out. Dividend Wealth: 26 exchanges across the US, Canada and Europe. Holdings stay in their trading currency; portfolios, income and transactions are shown in your choice of 10 display currencies (USD, CAD, EUR, GBP, AUD, CHF, JPY, SEK, DKK, NOK) at daily FX rates.

Is there an alternative to Simply Safe Dividends and Sharesight for dividend investors?

Dividend Wealth, which publishes this page. It is ahead of both on dividend forecasting, curated stock and ETF lists, community and public portfolios and lifetime plan. Standard is $99.99 a year, or $1,500 once for a lifetime licence, with a 14 days of standard, no card required. It has no mobile app yet. The full comparisons are at Dividend Wealth vs Simply Safe Dividends and Dividend Wealth vs Sharesight.

Sources and how we checked

We make Dividend Wealth. Prices and limits were read from the pages below; self-reported user counts are quoted from each vendor and labelled. Anything we could not confirm is marked "Not verified". Spotted an error? Email support@dividend-wealth.com.

Product names and logos belong to their owners and are shown to identify each tracker.