+
+

Related Products

  • Sharesight
    566 Ratings
    Visit Website
  • eToro
    32,059 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • Planview Portfolios
    200 Ratings
    Visit Website
  • Dynamo Software
    71 Ratings
    Visit Website
  • Chime Workplace
    5 Ratings
    Visit Website
  • YouHodler
    28 Ratings
  • Planview Software Product Delivery
    2 Ratings
    Visit Website
  • Summ
    842 Ratings
    Visit Website
  • EazyStock
    65 Ratings
    Visit Website

About

Set your long-term investing goals and use our software to track your progress. There is a 30-day money-back guarantee so no risk in trying it out. Use our free educational resources on YouTube to learn more about investing. Conduct in-depth fundamental analysis with our stock research tool. Track your investments as you work toward your goals. Reach your investing goals and financial freedom. A foundation of quality dividend-paying stocks can help secure your financial future. Track multiple portfolios all in one place. Manually upload or automatically link US brokerages. Analyze all your stocks. Keep track of bought shares and DRIP shares. Calculate your true total return from dividend reinvestment. Automatically calculate your projected annual dividend income and overall portfolio dividend yield, the yield on cost, and the effect of reinvesting dividends. Get your dividend income and yield metrics for each stock in your portfolio.

About

StockFly shows your whole portfolio in any currency you choose, switched in one click. Every buy, sell and dividend is rebuilt at the exchange rate of its own date, so the return stays correct in whichever currency you are reading it, rather than a dollar figure converted at today's rate. Import your history in one upload, see money-weighted returns, compare against indexes and ETFs, and track dividends net of withholding tax. Explorer explains each holding in plain language, including which metrics matter and how to read the chart. Build what-if scenarios, set target allocations, and export tax summaries as PDF or Excel. The whole dashboard is free with no limit on holdings, and Pro is $4.99 a month after 30 days free with no card.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Dividend investors interested in a solution to track their educational progress

Audience

Individual investors who hold stocks and ETFs across more than one currency or broker, and want their real return rather than the number their broker app shows.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$10 per month
Free Version
Free Trial

Pricing

$0
The entire dashboard is free permanently, with no limit on the number of holdings. Portfolio tracking, money-weighted returns, automatic dividend recording net of withholding tax, benchmark comparison and the broker file import are all on the free tier.

Every new account gets 30 days of Pro with no card required.

Pro is $4.99 per month or $49 per year (save 18%). Pro adds the year-end tax summary as PDF or Excel, target allocations, what-if scenarios, the plain-language insight cards in Explorer, the AI news brief, and the Value vs Invested and Winners & Losers reports.

Nothing is deleted or hidden when a trial or a subscription ends.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Dividend Data
Founded: 2020
www.dividenddata.com

Company Information

StockFly
Founded: 2026
United Arab Emirates
stockfly.app

Alternatives

Alternatives

Vestiio

Vestiio

Vestiio GmbH

Categories

Categories

Stock Portfolio Management Features

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Integrations

Gemini
Google
Microsoft Excel
Yahoo Finance

Integrations

Gemini
Google
Microsoft Excel
Yahoo Finance
Claim Dividend Data and update features and information
Claim Dividend Data and update features and information
Claim StockFly and update features and information
Claim StockFly and update features and information