If you’re investing for income, tracking dividends and managing a portfolio across multiple platforms is no longer optional—it’s essential. Whether you’re focused on yield, growth, or income stability, a reliable tracker helps you stay informed, avoid missed payments, and optimize returns.
Below, we review the best dividend tracking and portfolio management tools as of June 2025, covering pricing, pros and cons, and who each one suits best. We also highlight features like tax reporting, sync reliability, and security—things that matter when your real money is on the line.
Quick Overview
| Tool | Best For | Price (as of June 2025) |
|---|---|---|
| Simply Safe Dividends | Dividend safety + ratings | $399/year (free trial) |
| Sharesight | Tax reporting + global portfolios | Free (up to 10 holdings), $19–$39/mo for more |
| Snowball Analytics | US dividend forecasting + automation | Free plan, Premium $15/mo |
| DivTracker | Simple, clean mobile tracker | Free (ads), $4.99 one-time or $12/yr ad-free |
| Stock Events | Calendar + alerts for dividends | Free (limited), Premium $19.99/year |
Simply Safe Dividends
Best for: Income-focused investors who want safety ratings and in-depth dividend analysis.
- Tracks dividend yield, growth, payout ratios, and safety scores
- Forecasts future income and alerts you to dividend cuts or raises
- Manually input stocks—doesn’t sync with brokerages
Pros:
- Excellent research and dividend ratings
- Great long-term dividend reliability insights
Cons:
- No live sync to brokerages
- Expensive for casual investors
Who it suits: Buy-and-hold dividend investors with a sizable portfolio, especially in retirement.
Sharesight
Best for: Tax-conscious investors with international holdings.
- Automatically tracks dividends, capital gains, and currency conversion
- Great for tax reports (including capital gains/losses and dividend summaries)
- Imports from most major brokers (via CSV or integration)
Pros:
- Best-in-class tax reports
- Syncs with Xero, major brokers
- Handles reinvested dividends and splits
Cons:
- Learning curve
- Real-time syncing is slower than U.S. tools
Who it suits: Investors managing a diversified portfolio with taxable accounts or international exposure.
Snowball Analytics
Best for: U.S. investors who want automation and visual dividend income tracking.
- Syncs with brokers via Plaid, shows dividend forecasts, payout schedules, and portfolio yield
- Allows tagging and allocation views (e.g., income vs growth)
Pros:
- Simple UI with strong visualizations
- Auto-sync via Plaid (fast, secure)
- Tracks qualified vs. ordinary dividends
Cons:
- U.S.-focused; less helpful for global investors
- Newer company—still evolving features
Who it suits: Dividend investors using multiple brokers (like Fidelity + Robinhood) who want real-time sync and clean dashboards.
DivTracker
Best for: Beginners or those who want a clean mobile experience.
- Manually input holdings or connect with Plaid
- Dividend calendar, expected income, yield per holding
Pros:
- Easy to use
- Good for mobile-first investors
- Low cost
Cons:
- Basic features compared to others
- Doesn’t handle complex portfolios well
Who it suits: Retail investors with a small-to-medium portfolio who want quick insights without overwhelm.
Stock Events
Best for: Dividend reminders and stock event tracking.
- Tracks upcoming ex-dividend dates, earnings, splits, etc.
- Syncs with some brokers; mainly calendar-focused
Pros:
- Alerts and push notifications
- Combines dividends and other key stock events
Cons:
- Doesn’t forecast income
- Ads on free version
Who it suits: Active traders or passive investors who want timely alerts.
Bonus Additions to Make the Most of These Tools
Tax Reporting Features
- Sharesight: Best for U.S. and global tax tracking; creates IRS-friendly reports
- Snowball: Tracks qualified vs. ordinary dividends
- Simply Safe: Doesn’t auto-calculate taxes, but helps identify tax-risk dividends
Security & Sync Reliability
- Plaid is commonly used for secure brokerage syncing (used by Snowball, DivTracker)
- Look for AES-256 encryption and 2FA (Two-Factor Authentication)
Real-World Use Case
Samantha, 42, tracks her retirement and dividend income across Robinhood and Fidelity. She started with DivTracker for its simplicity but later upgraded to Snowball for its forecast features and sync accuracy.
People Also Ask (PAA)
What’s the best free dividend tracker? Sharesight (for small portfolios) or DivTracker offer strong free options. Snowball also has a decent free tier.
How do I track dividends automatically? Use a tool that connects with your broker via Plaid or API—like Snowball or Sharesight.
Do these tools track dividend reinvestments? Yes, Sharesight and Snowball handle DRIP accurately. DivTracker is more manual.
Which tool is best for tax season? Sharesight, hands down—it generates comprehensive capital gains and dividend income reports.
Smart Tracking Makes a Real Difference
For serious investors, tracking dividends and portfolio performance isn’t just helpful—it can save time, reduce stress, and optimize returns. The right tool depends on your setup. Want deep analysis? Try Simply Safe. Need automation and forecasting? Snowball is hard to beat. Want tax reports and global tracking? Sharesight leads.
Once your dividends start stacking, good tracking gives you the clarity to grow—and spend—with confidence.
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