“Finally, one dashboard instead of four broker tabs. I actually know what my dividend yield is now.”
Priya S.Software engineer · dividend growth investor
30-day free trial · no credit card · cancel anytimeThousands of dividend investors already on WealthFlows
Your entire dividend portfolio. One dashboard. Every broker.
- See every dividend coming this year, across every account.
- Know which dividends are safe before a cut ever hits.
- Stop wrestling with 4 brokerage PDFs and one spreadsheet.
AK
PR
MT
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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%
Connect in minutes with
- Schwab
- Fidelity
- Robinhood
- Vanguard
- Interactive Brokers
- E*TRADE
- Merrill Edge
- J.P. Morgan
- SoFi Invest
- Webull
Track every stock, ETF, option, and crypto from every broker you own
180+Brokers
11Exchanges
7Asset classes
30-dayFree trial
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
- JNJJohnson & Johnson92Very SafePayout 44% · Coverage 2.3x
- PGProcter & Gamble88Very SafePayout 58% · Coverage 1.9x
- MSFTMicrosoft80SafePayout 26% · Coverage 4.1x
- SCHDSchwab US Dividend ETF86Very 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
- SSchwab OneIndividual · synced 2 min ago$123,450 Connected
- FFidelity IRATraditional IRA · synced 4 min ago$87,230 Connected
- RRobinhood IndividualIndividual · synced 5 min ago$45,890 Connected
- IInteractive BrokersPro · synced 18 min ago$62,100 Connected
- MMerrill 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
| Symbol | Qty | Cost | Proceeds | Gain/Loss |
|---|---|---|---|---|
| SHOPLT | 30 | $2,640 | $3,420 | +$780 |
| NVDALT | 10 | $4,700 | $9,820 | +$5,120 |
| AAPLST | 20 | $4,280 | $4,610 | +$330 |
| VTIST | 15 | $3,720 | $3,540 | $-180 |
| JEPILT | 50 | $2,875 | $3,120 | +$245 |
| AMZNST | 8 | $1,520 | $1,340 | $-180 |
Wash sales handled automatically · export to any tax tool
From real investors
Built by investors. For investors who want the truth.
“The Safety Score dropped on one of my holdings three weeks before they cut the dividend. That alert paid for five years of subscription.”
Marcus T.Retired CFO
“My CPA's invoice dropped in half after I started exporting reports from WealthFlows. Everything was already reconciled.”
Elena R.Early-stage founder
Pricing
Start free, forever. Upgrade when you're ready.
30 days free, no credit card
WealthFlows
One plan, every feature. New capabilities ship as add-ons — never as a new tier.
$14.99/ mo
$149 billed yearly (2 months free)
Start free — no credit card- Unlimited brokerages + accounts
- Unlimited holdings across stocks, ETFs, options, mutual funds, crypto, bonds, cash
- Safety Score on every holding
- Dividend calendar + growth + streak tracking
- Tax-lot cost basis + wash-sale detection
- Performance analytics (IRR, TWR, Sharpe, drawdown)
- Multi-benchmark comparison (S&P 500, NASDAQ, Russell 2000)
- Trade calendar + journal + playbooks
- Year-end tax report exports
- Priority live chat support
Includes a 30 days free, no credit card trial. Cancel anytime, no retention calls.
FAQ
Questions people ask
What brokers do you support?
180+ US brokers via SnapTrade — Schwab, Fidelity, Robinhood, IBKR, Vanguard, E*TRADE, Merrill, SoFi, Webull, JP Morgan Self-Directed, plus the long tail. If you have an account, we probably connect to it.
How do you keep my data safe?
Read-only access via SnapTrade (bank-level OAuth). We never see or store your brokerage password. Your data is encrypted at rest and in transit.
How accurate is the dividend calendar?
Projections use company-announced dividends plus historical payment patterns. We update daily — if a company raises, cuts, or changes their pay schedule, your calendar updates automatically.
Can I cancel anytime?
Yes. Cancel with one click. If you're on a trial, no credit card was ever required. No retention dark patterns.
Do you give investment advice?
No. We show you what you own and what it's doing. Decisions stay with you (or your advisor).
What about taxes?
We track lot-level cost basis, handle wash sales, and export year-end reports your accountant or tax software can read directly.
Your next dividend is already landing
See what your real portfolio looks like.
30 days free. No card. Cancel any time.