8 Best Dividend Trackers for July 2024 (2024)

Dividend trackers are especially important for investors with multiple accounts and tax structures. Keeping up with your 401(k), IRA, business and brokerage accounts can become tricky. Why waste time double-checking your math when a reliable dividend tracker like Snowball Analytics will do all that and more?

We've tested dozens of dividend trackers over the years and have used all of that experience to create a definitive list of the best dividend trackers. To make choosing the right one easier, we've paired each recommendation to a specific type of investor, so while Snowball Analytics is the best overall, Robinhood is a better pick for beginners.

Quick Look at the Best Dividend Trackers:

• Best for Dividend Investors:Snowball Analytics
• Best for International Investors:Sharesight
• Best for Beginners:Robinhood
• Best for Portfolio Tracking:Kubera
• Best for Tracking Investments:getquin
• Best for Moderately-Active Traders:Finbox
• Best for Customized Layout and Analysis:Personal Capital
• Best for Dividend Budgeting:Mint

The Best Dividend Trackers

Here we take a look at some of the best trackers and their notable characteristics. Choose the platforms that are best for your individual investing needs.

1. Best for Dividend Investors: Snowball Analytics

Snowball Analytics works well for beginners, professional investors and portfolio managers that need a quality solution for portfolio tracking. You gain several benefits, including:

• In-depth dividend reporting and analysis
• Easy linking to your brokerage accounts
• Automatic updates
• Performance tracking for all your tradable instruments

You can connect automatically with over 1,000 brokers worldwide in the U.S., U.K., Europe and Asia. You can look into pretty much any stock, ETF or mutual fund globally, review crypto performance and make use of a massive array of innovative tools that allow you to see historic and realtime data, informing your rebalancing efforts, allocation of current assets and benchmarking for future review.

You can also join the community on the site to learn more, share ideas and grow as an investor. It’s easy to import data, and even fund managers or financial advisors can utilize this platform to help their clients without spinning their wheels with manual calculations. In short, you can track trends, learn how to handle your portfolio and use Snowball as your one-stop shop for all the investment info you require.

Why We Picked It: Snowball Analytics offers a user-friendly interface, real-time data updates and comprehensive tracking of dividend payments across a wide range of investment products.

Sharesight is the best overall dividend tracking app for the general public. If you have a general knowledge of the markets with some experience tracking your portfolio, you will feel right at home with Sharesight. The interface balances ease of use with powerful integration and analytical features that help you automate your tracking process smoothly.

The interface here is also extremely attractive. You would never think such a small screen could include so much information so easily, but it does. You can track your dividends even in the most sophisticated of portfolios with ease, comparing them with performance benchmarking and printing out professional reports.

Sharesight factors dividends into your total annualized return, so you get an accurate picture of how you’re really doing and also makes it easy to track dividend reinvestment plans (DRPs/DRIPs). Finally, Sharesight allows you to see upcoming dividends that have been announced. Give it a try for yourself!

Why We Picked It: Sharesight has the ability to track dividends from over 170 global exchanges with an annual dividend yield calculation feature and automatic dividend data updates, making it a top choice for investors looking to manage their portfolios effectively.

3. Best for Beginners: Robinhood

Robinhood is one of the most popular trading apps for a reason, and it is not just the snazzy name. This app has built a name for itself by connecting rookie traders to sophisticated strategies through a few clicks. You get real-time progress on stocks you choose to watch with navigation that is actually fun to perform. Alerts inform you every time you receive a dividend. This almost makes up for the lack of an automatic dividend reinvestment program (DRIP) because you can instantly buy the stock you want with the new funds.

You get a dividend history screen that shows you past and future payments, giving you all of the information you need to plan out your portfolio. There are no commissions at all on this platform, so you never have to worry about paying the broker for any mistakes (and you will make some input errors if you are just starting out).

Why We Picked It: Robinhood offers users the ability to monitor dividend income from not only stocks, but also ETFs and mutual funds. Additionally, its user-friendly interface and detailed reporting features make it a valuable tool for investors looking to maximize their dividend returns and overall investment portfolio performance.

4. Best for Portfolio Tracking: Kubera

When you use Kubera, you can see more than your dividends. You can see all the financials you have accumulated over time from houses to cars and bank accounts, investment accounts, etc.

You can connect to one of 20,000+ banks using Kubera’s advanced encryption and secure partners, customize your dashboard and make wise decisions about your finances.

Because the platform values everything for you, you can even see what your car should be worth right now—which helps you decide if you should sell, lease, trade in, etc. Moreover, you can set up the “dead man’s switch” that will send the portfolio information to your beneficiary so that they can access all your investments and not worry about missing out on items that should have been left to them.

Why We Picked It: Kubera provides accurate and real-time updates on dividend income. Kubera also offers customizable alerts and notifications, ensuring that users never miss out on important dividend payouts or updates.

5. Best for Tracking Investments: getquin

Founded in 2020, getquin offers investors leading portfolio management tools that help you gain financial independence. Built for new investors, those with a diverse portfolio and dividend investors who wish to track payouts, getquin offers:

• Real-time analysis of your portfolio
• Several free features
• A personal dividend calendar
• Bank-level security features
• High-level financial data

Aside from these unique benefits, you will find that getquin has one of the best communities on the web, allowing you to learn more about your investments, strategies, dividends and assets. Though getquin is new on the scene, it allows you to take money management to a whole new level.

Why We Picked It: getquin provides users with detailed insights into their dividend payments and overall investment performance. Additionally, getquin's user-friendly interface and ability to sync with popular investment platforms make it a top choice for investors looking to effectively manage and grow their dividend income.

6. Best for Moderately-Active Traders: Finbox

Just because you are an active trader doesn’t mean that you shouldn’t have long-term strategies or long-term portfolios. Finbox can help you if you like dumping your daily wins into less risky buy-and-hold portfolios. You can find stocks that meet that portfolio’s criteria specifically through monitoring their historical data. Add-ons from Google Sheets and other 3rd parties help you easily build financial models.

Finbox is a great tool for traders who don’t want to slow down. As your portfolio changes daily, the real-time assessments that Finbox gives you also modify themselves to your current situation. Once you shovel enough new money in, you have ideas waiting about what dividend-bearing stocks to buy for optimized returns.

Why We Picked It: Finbox offers a comprehensive suite of tools for dividend investors, including its proprietary Dividend Safety Score that evaluates the sustainability of a company's dividend payments. The platform provides detailed financial data and forecasts for over 100,000 stocks globally, allowing users to analyze dividend growth rates, payout ratios and yield trends.

7. Best for Customized Layout and Analysis:Personal Capital

Personal Capital is the app for you if you need to track a wide range of investments. No matter what investment vehicle you call home, you can link it to the Personal Capital interface and begin tracking your portfolio’s total progress through a centralized location. Whether you’re in growth career mode or about to retire, Personal Capital makes it easy to customize your layout and cut through to the core analysis.

When you connect your dividend accounts to Personal Capital, you can avail yourself of a full suite of analytical tools, including risk assessment, budgeting and optimization. You can customize tracking for a certain period to drill down into an important time-space or project for the future.

Why We Picked It: Personal Capital's dividend tracking functionality is particularly noteworthy because it's offered as part of a free service that also includes portfolio analysis, net worth tracking and retirement planning tools.

8. Best for Dividend Budgeting: Mint

If you want to make your dividend hunt a close-knit part of your budget, there is no better way to do it than through Mint. Mint is a budget app by nature, but it has a very good dividend tracker that you can incorporate straight into your monthly budget. Easily link all of your accounts from the 401(k) to your IRA and Mint will check their performance with the criteria you select.

Mint makes it easy to see how your dividend investments blend in with the rest of your portfolio. If your goal is to save money, you can also optimize your budget to reduce fees. Compare your results to the market benchmark to get an idea of what you should be expecting from your returns as well. Although the dividend tracker is not as fully loaded as some of the other choices on this list, it offers great support for the budgeter who wants to include dividends as a part of the overall plan.

Why We Picked It: While not exclusively focused on dividends, Mint's ability to integrate dividend tracking within a broader personal finance ecosystem, coupled with its free availability, makes it a valuable tool for investors looking to monitor their dividend income alongside other financial metrics.

What Is a Dividend Tracker?

A dividend tracker is a tool or software designed to help investors monitor and manage their dividend-paying investments. It allows you to keep track of important information related to your dividend stocks, such as payment dates, dividend amounts, yield percentages and ex-dividend dates. By centralizing this data, you can easily analyze you dividend income, make informed decisions about your portfolio and stay organized for tax purposes.

Dividend trackers come in various forms, from simple spreadsheets to sophisticated mobile apps and web-based platforms. Some advanced trackers offer additional features like dividend growth projections, reinvestment calculators and portfolio performance analysis. These tools are particularly useful for income-focused investors who rely on dividends as a significant part of their investment strategy.

Why Should You Use a Dividend Tracker?

Using a dividend tracker can be beneficial for several reasons:

• Income monitoring: It helps you keep track of your dividend income, allowing you to see how much passive income your investments are generating.
• Performance analysis: A tracker enables you to assess the performance of your dividend-paying investments over time.
• Tax planning: By tracking dividends, you can better prepare for tax season and estimate your tax liabilities.
• Reinvestment decisions: It helps you identify opportunities for reinvesting dividends to compound your returns.
• Portfolio management: A tracker can assist in maintaining a balanced portfolio by showing which sectors or companies are contributing most to your dividend income.
• Cash flow planning: Knowing when dividends are expected can help with personal budgeting and financial planning.
• Identifying trends: You can spot patterns in dividend payments, such as increases or cuts, which may inform investment decisions.

Choosing the Right Dividend Tracker

Utilizing a reliable dividend tracker can be a game-changer if you want to maximize your investment returns. By easily monitoring dividend payouts, reinvestment opportunities and overall portfolio performance, you can stay organized and stay on top of your financial goals. Whether you are a seasoned investor or just starting out, finding the best dividend tracker that suits your needs can be the key to long-term financial success and growth.

Frequently Asked Questions