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Features

Everything a dividend investor actually needs.

Every feature here was built because the competitors we tried came up short in the same spot.

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dashboard · wealthflows.app
Total value
$347,829
▲$4,210(+1.22%)
Stocks45%
ETFs22%
MF15%
Bonds10%
Crypto5%
Cash3%
Top holdingsToday
  • JNJ120sh$19,440+0.8%
  • PG80sh$13,440+0.2%
  • MSFT45sh$18,945+1.4%
  • SCHD300sh$26,400-0.3%
  • KO200sh$12,620+0.5%
Dividends

Know which dividends are safe before a cut ever hits

A dividend cut can wipe out a year of income overnight. Our Safety Score rates every holding 0–100 using the same methodology institutional analysts use — payout ratio, debt coverage, free cash flow, recession resilience.

  • Score updates daily for every holding
  • Published methodology + running track record
  • Colour-coded across your entire portfolio
dividend safety score

Safety Score · your holdings

Updated daily · published methodology

0-100
  • JNJJohnson & Johnson
    92
    Very SafePayout 44% · Coverage 2.3x
  • PGProcter & Gamble
    88
    Very SafePayout 58% · Coverage 1.9x
  • MSFTMicrosoft
    80
    SafePayout 26% · Coverage 4.1x
  • SCHDSchwab US Dividend ETF
    86
    Very SafeFund · 5Y growth 12%
View our methodology →
Tracking

See every dividend coming this year

A full 12-month dividend calendar built from your actual holdings and payment history. Know what's coming this week, next month, and every month of the year.

  • Forward 12-month projection
  • Per-holding ex-date + pay-date
  • Monthly income targets + progress bars
dividend calendar · forward 12 months
Projected annual
$5,234
Avg / month
$436
YoY growth
+8.4%
Analytics

Your options, Greeks and all

Drag the underlying price and watch your P/L update live. See theta decay by expiration, spot pinning risk before max pain hits, track assignment probability per leg.

  • Interactive payoff diagram
  • Greeks dashboard by expiration
  • Max-pain + assignment probability
options · payoff diagram
AAPL 160 C · Jun 21
1 contract · premium paid $580
+$420
unrealized
Δ
0.52
Γ
0.04
Θ
-0.08
ν
0.19
Aggregation

One source of truth across every broker

Schwab, Fidelity, Robinhood, IBKR, Vanguard, and 175 more — all your accounts pulled into one reconciled view. Automatic daily sync, real-time positions, zero copy-paste between portals.

  • 180+ brokers supported
  • Automatic nightly sync
  • Secure read-only access via SnapTrade
connected accounts · 5 of 5 synced
Total across brokers
$347,829
  • S
    Schwab OneIndividual · synced 2 min ago
    $123,450 Connected
  • F
    Fidelity IRATraditional IRA · synced 4 min ago
    $87,230 Connected
  • R
    Robinhood IndividualIndividual · synced 5 min ago
    $45,890 Connected
  • I
    Interactive BrokersPro · synced 18 min ago
    $62,100 Connected
  • M
    Merrill EdgeRoth IRA · synced 1 hour ago
    $29,159 Connected

Read-only access via SnapTrade. We never see your brokerage password.

Reports

Tax-ready reports, zero spreadsheet math

Realised gains, wash sales handled automatically, cost basis tracked at the lot level. One export at year-end — hand it to your accountant or plug it into any major tax software.

  • Lot-level cost basis
  • Wash-sale tracking built in
  • Export ready for any tax tool
year-end realised gains · 2026
YTD realised P/L
+$6,115
LT $6,145ST $-30
SymbolQtyCostProceedsGain/Loss
SHOPLT30$2,640$3,420+$780
NVDALT10$4,700$9,820+$5,120
AAPLST20$4,280$4,610+$330
VTIST15$3,720$3,540$-180
JEPILT50$2,875$3,120+$245
AMZNST8$1,520$1,340$-180

Wash sales handled automatically · export to any tax tool

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