WealthBoard: Dividend Tracker
Everything in one place
WealthBoard brings your holdings, transactions and dividends from every account together and lines them up against current market data.
Portfolio value & performance
Total value, daily change and returns over any period, with year-by-year results and charts for every holding.
Dividend calendar
Upcoming payments laid out by pay date, including dividends a company has already announced.
Income forecast with DRIP
Projected income for this year and the years ahead, built from each holding's own payment history, with optional dividend reinvestment.
Income by account
See what each account earns, before and after tax, across TFSA, RRSP, IRA, taxable and other account types.
Dividend raises & cuts
Spot which holdings raised or cut their payout, with dividend history and historical yield charts.
Rebalancing planner
Set target weights and see what to buy or trim to get back on plan.
Benchmark & risk
Compare your returns with a market index and check volatility, Sharpe ratio and maximum drawdown.
Import from your broker
Bring in trades and dividends from broker CSV exports (Wealthsimple, Questrade, Interactive Brokers, Fidelity, Schwab, Vanguard and more). No broker login needed.
Price & ex-dividend alerts
Get notified when a price crosses your target or an ex-dividend date is coming up.
Market & dividend news
Market and dividend headlines in one place, each with a photo.
Reports & tax summaries
Export PDF and CSV reports and transaction history, with dividend and tax summaries for each account.
Private by design
Your portfolio stays on your device behind an optional app lock. Backups and cloud sync are optional.
Plans
Start free. Upgrade when you want every tool, no ads, or the web app.
Free
Every screen and holding
- Portfolio, dividends, calendar and news
- Up to 2 accounts
- Unlock all analysis for 30 minutes with one short, optional ad
Premium
Phone apps, monthly or yearly
- Every analysis card, no ads
- Price & ex-dividend alerts
- Broker import, PDF & CSV exports
- Cloud backup & sync, unlimited accounts
Premium + Web
Phone apps and the web app
- Everything in Premium
- WealthBoard on the web at app.wealthboardapp.com
- Same account, synced with your phone
- Yearly plan starts with a 7-day free trial
Prices are shown in the app in your local currency. Premium + Web is available on Android now and is coming to iPhone.
Report a Bug or Contact Support
Describe the issue you're experiencing. We'll review your report and get back to you — or use the in-app "Contact Support" option from the Menu.
Frequently asked questions
How do I back up or restore my portfolio?
Open Menu → Backup & Restore. You can export a backup file at any time, or sign in with Apple or Google to enable automatic cloud sync across your devices.
Are my brokerage accounts connected automatically?
No. WealthBoard is not a brokerage and does not connect to your bank or trading accounts. You add holdings yourself or import the CSV files your broker lets you download, and WealthBoard handles tracking, dividend forecasting and reporting from there.
How does dividend forecasting work?
Projected income is built from each holding's own payment history and cadence, not a generic estimate — so a fund's forecast reflects how that specific fund actually pays.
What does WealthBoard Premium include?
Premium unlocks every analysis card (rebalancing planner, multi-year income forecast, dividend raises and cuts, historical yield, benchmark comparison and risk metrics), price and ex-dividend alerts, cloud backup and multi-device sync, PDF and CSV exports, and unlimited accounts. Free users can unlock all of the analysis for 30 minutes by watching a short, optional ad. Premium has no ads.
How do I use WealthBoard on the web?
Subscribe to Premium + Web in the app while signed in (Menu → Sign In / Register). Then go to app.wealthboardapp.com and sign in with the same account, using email and password, Google, or Apple. Your portfolio syncs over automatically. Existing Premium subscribers can switch to Premium + Web from the Premium screen, and the unused part of their current plan is credited.
How do I cancel my subscription?
Subscriptions are managed through your Apple ID or Google Play account settings, not inside the app. Cancelling stops the next renewal; Premium stays active until the end of the period you've already paid for.
How do I delete my account or data?
Email support and we'll process the request. See our Privacy Policy for details on what's stored and how it's handled.