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Dividend tracker comparison, prices checked 2026-11-09
Dividend Wealth vs The Dividend Tracker: pricing, forecasting and features compared
The Dividend Tracker is a close competitor on price and shape: Premium at $89.99 a year buys ten portfolios, brokerage auto-import, Dividend Grades and a community feed, and it is the only product here that lets ChatGPT or Claude read your portfolio through MCP. Dividend Wealth's Standard is $10 a year more with six portfolios; it leads on forecasting detail, manual reconciliation, free research pages and a lifetime licence, and it offers a trial where The Dividend Tracker offers a refund window.
| Dividend Wealth | The Dividend Tracker | |
|---|---|---|
| What it is | 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. | A dividend tracker with a community feed, Dividend Grades, brokerage auto-import and an MCP connector for ChatGPT and Claude, in Free, Premium and Pro tiers. |
| Company | Dividend Wealth | The Dividend Tracker Inc. |
| Platforms | Web (responsive); no native mobile app yet | Web |
| Paid plans | Standard $9.99/mo or $99.99/yr; Premium $19.99/mo or $199.99/yr; Lifetime $1,500 once | Premium $8.99/mo or $89.99/yr; Pro $16.95/mo or $169.50/yr |
| Free plan | 1 portfolio, 10 holdings, 25 transactions; no brokerage linking. | 1 portfolio, 10 holdings, 1 watchlist. |
| Free trial | 14 days of Standard, no card required. | No trial; 14-day money-back guarantee instead. |
| Scale (self-reported) | 2,700+ users, 4,000+ portfolios and $340M+ of assets tracked (as stated on dividend-wealth.com) | Not stated on the pages we read |
| Trustpilot | Score unavailable | Score unavailable |
| Product | Plan | Monthly | Yearly | What you get |
|---|---|---|---|---|
| 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 |
| The Dividend Tracker | Free | $0 | $0 | 1 portfolio, 10 holdings, 1 watchlist, CSV import only, restricted payout calendar, US, Canada and UK data, community |
| The Dividend Tracker | Premium | $8.99/mo | $89.99/yr | 10 portfolios, unlimited holdings and watchlists, brokerage auto-import, CSV export, advanced dividend tracking, Dividend Grades, MCP integration, community polls |
| The Dividend Tracker | Pro | $16.95/mo | $169.50/yr | 30 portfolios, API access and webhooks, long-range back-tests, priority support |
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. This is the feature Dividend Wealth was built around.
Dividend WealthEach 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.
Two numbers answer two questions: Forward Income is today's run-rate; Forecasted Dividends model timing and growth payment by payment. Read the forecasting method.
The Dividend TrackerPayout calendar and 'advanced dividend tracking' on Premium; forecast horizon and confidence rating not stated.
Tracking without linking a brokerage
Plenty of investors will not hand a third party read access to their brokerage, or hold accounts no aggregator supports. For them the question is how exactly a hand-kept portfolio can match the statement.
Dividend WealthUnlimited 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.
Import a full transaction history or current holdings from CSV; export the same Symbol, Type, Date, Shares, Price, Fee format and re-import it.
Manual portfolios, holdings and history stay accessible at every tier, including Free. See adding transactions and importing holdings.
The Dividend TrackerManual entry; CSV import on every plan.
CSV: Import on every plan; export on Premium and Pro.
Brokerage sync: Auto-import from brokerages (Premium and Pro).
| Feature | Dividend Wealth | The Dividend Tracker |
|---|---|---|
| Income | ||
| Dividend forecasting | 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. | Partly — Payout calendar and 'advanced dividend tracking' on Premium; forecast horizon and confidence rating not stated. |
| Dividend calendar | Yes — Market-wide calendar with presets (Aristocrats, Kings, monthly payers, REITs) plus a per-portfolio calendar of ex-dates and pay dates. | Yes — Payout calendar, restricted on Free. |
| Dividend safety or quality score | Yes — Resilience Score for dividend durability and an A+ to F Overall Rating built from six published subscores. | Yes — Dividend Grades (Premium). |
| DRIP modelling | Yes — DRIP toggle in Goals & What-If projections; DRIP backtests in the compare tool. | Not verified — Not verified. |
| Income goal tracking | Yes — Income goals with year-to-date progress and milestone alerts. | Not verified — Not verified. |
| Tracking | ||
| Brokerage sync | 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. | Yes — Auto-import from brokerages (Premium and Pro). |
| Manual transactions | 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. | Yes — Manual entry; CSV import on every plan. |
| CSV import and export | 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. | Yes — Import on every plan; export on Premium and Pro. |
| Portfolios on paid plans | Yes — 6 on Standard (1 linked + 5 manual); unlimited on Premium and Lifetime. | Partly — 10 on Premium, 30 on Pro. |
| Free plan limits | Partly — 1 portfolio, 10 holdings, 25 transactions; no brokerage linking. | Partly — 1 portfolio, 10 holdings, 1 watchlist. |
| Research | ||
| Dividend screener | 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. | Not verified — Not verified. |
| Curated stock and ETF lists | 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. | Partly — Ideas on Premium. |
| Stock and ETF research pages | Yes — Free research pages for thousands of US-listed stocks and ETFs: dividend history, yield, forecast and FAQ. | Partly — Ideas and calculators (Premium). |
| Side-by-side ticker comparison | Yes — Interactive DRIP comparison for up to 15 tickers, plus 1,200+ published pair pages (fees, yield, returns, overlap). | Not verified — Not verified. |
| Community and public portfolios | Yes — Public portfolios and a portfolio contest. | Yes — Post, comment and follow on every plan; polls, snapshots and members' verified holdings on Premium. |
| Platform | ||
| Mobile app | No — No native app yet. The web app works on phones. | Not verified — Not verified. |
| Public API | No — Not yet; a public API is on the roadmap. | Yes — API access and webhooks on Pro. |
| MCP server for AI assistants | No — Not yet. An MCP server, so AI assistants such as ChatGPT and Claude can read your portfolio and forecasts, is in progress. | Yes — MCP integration on Premium. |
| Markets and currencies | 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. | Partly — US, Canada and UK stock data. |
| Billing | ||
| Lifetime plan | Yes — $1,500 once, or 3 payments of $500. | No — No lifetime plan. |
| Free trial | Yes — 14 days of Standard, no card required. | No — No trial; 14-day money-back guarantee instead. |
| Refunds | Partly — Cancel anytime; cancellation stops renewals but the current period is not refunded. | Yes — 14-day money-back guarantee on every upgrade. |
Where The Dividend Tracker is stronger- Premium is $89.99 a year with 10 portfolios; Dividend Wealth's Standard is $99.99 with 6.
- MCP integration for ChatGPT and Claude on Premium; API and webhooks on Pro.
- A community with posts, polls and members' verified holdings.
- UK and Canadian stock data alongside US.
Where Dividend Wealth is stronger- Forecasts each payment with a date, amount and confidence tier out to 10 years.
- Manual entry reconciles against statements: historical price auto-fill, automatic splits, CSV round-trips.
- Thousands of free research pages, 1,200+ published ticker comparisons, curated lists and lessons.
- A 14-day free trial, no card; The Dividend Tracker has no trial.
- A lifetime licence.
Which should you pick?
Pick The Dividend Tracker if: You want a community-driven tracker, UK or Canadian data, or an MCP connector so an AI assistant can read your portfolio.
Pick Dividend Wealth if: You want deeper forecasting and reconciliation, free research you can read before signing up, a trial before paying, or a one-time price.
- Dividend Wealth Standard
- Dividend Wealth Lifetime
- The Dividend Tracker Premium
- The Dividend Tracker Pro
Frequently asked questions
Is Dividend Wealth cheaper than The Dividend Tracker?
On the entry paid plan The Dividend Tracker is cheaper: The Dividend Tracker Premium ($89.99 a year) against Dividend Wealth Standard ($99.99 a year), a difference of $10 a year. At the top of the range, Dividend Wealth Premium is $199.99 a year and The Dividend Tracker Pro is $169.50 a year. Dividend Wealth also sells a lifetime licence for $1,500, which costs less than The Dividend Tracker Pro after 9 years. The Dividend Tracker has no lifetime plan. Prices checked 2026-11-09.
Which has better dividend forecasting, Dividend Wealth or The Dividend Tracker?
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. The Dividend Tracker: Payout calendar and 'advanced dividend tracking' on Premium; forecast horizon and confidence rating not stated.
Can I use The Dividend Tracker or Dividend Wealth without linking a brokerage?
Both. 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. The Dividend Tracker: Manual entry; CSV import on every plan.
Does The Dividend Tracker have a mobile app? Does Dividend Wealth?
The Dividend Tracker: Not verified. Dividend Wealth: No native app yet. The web app works on phones.
Does The Dividend Tracker offer a free trial?
No. It has a free plan (one portfolio, ten holdings) and a 14-day money-back guarantee on paid upgrades. Dividend Wealth offers 14 days of its Standard plan free with no card, then a free plan with the same one-portfolio, ten-holding limit.
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.
- The Dividend Tracker pricing (checked 2026-11-09)
- The Dividend Tracker home page (checked 2026-11-09)
- Dividend Wealth pricing (checked 2026-11-09)
- Forecasted Dividends methodology (checked 2026-11-09)
- Brokerage linking guide (checked 2026-11-09)
- Adding transactions guide (checked 2026-11-09)
- Ticker coverage: 26 exchanges (checked 2026-11-09)
- Changelog, 25 Oct 2026: display currencies (checked 2026-11-09)
Product names and logos belong to their owners and are shown to identify each tracker.