YieldLens is a dividend portfolio tracker that shows your true income picture — projected dividends for the next 12 months, 10–30 year income forecasts, a dividend safety score on every holding, margin health, and a FIRE calculator — all in one dashboard.

Yes. The Free plan includes every analysis tool — forecasts, FIRE, margin, and dividend safety — for up to 15 holdings via manual or CSV entry, with no credit card required. Paid plans add unlimited holdings and live broker sync starting at $7.99/month.

Which brokers does YieldLens work with?

YieldLens is designed to sync with E*Trade / Morgan Stanley, Fidelity, Robinhood, tastytrade, Public, and Chase (J.P. Morgan), with more brokers being added. You can also import holdings from any broker via CSV.

Does YieldLens forecast future dividend income?

Yes. YieldLens projects 10–30 years of dividend income with DRIP reinvestment modeling and dividend growth, so you can plan your path to financial independence.

Master Your Dividend Income

Track dividends, forecast compound growth, monitor your margin, compare brokers, and plan your financial independence — all in one place.

Start Your Free Trial Free plan available · Paid plans from $7.99/mo · 14-day trial

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Automatic Data Updates

Sync to Your Broker

Designed to work with these brokers

✓E*Trade / Morgan Stanley

✓Fidelity

✓Robinhood

✓tastytrade

✓Public

✓Chase (J.P. Morgan)

More brokers coming soon. See your broker → Import guide →

yieldlens.app/my-view

Account Balance

$48,217.55

+$312 today+11.2% return

Margin

LOW

18%

of max capacity used

Projected Income

$612/mo

$141/wk$7,349/yr

Your dashboard the moment your broker syncs — balance, margin health, and every projected dividend.

Everything You Need to Track Your Dividends

One platform. Every tool a dividend investor needs.

Personalized dashboard with portfolio overview, upcoming dividends, and corporate-action alerts

Full portfolio tracking with cost basis, yields, and sector allocation

Dividend Safety Score on every holding — payout ratio, FCF coverage, debt, and growth history

Income Calendar showing every projected dividend paycheck for the next 12 months

Actual dividend income history by month, quarter, or year

10–30 year income forecasts with DRIP reinvestment modeling

FIRE calculator to plan your path to financial independence

Per-broker margin health scores, utilization tracking, and stress tests

Side-by-side broker comparison on margin rates and buying power

Deep analytics on performance, sector exposure, and dividend growth

SEC-filing alerts for rights offerings, splits, and corporate actions on your holdings

Free Tools — No Account Needed

Try these on us — no sign-up, no credit card.

FIRE Calculator

Project your dividend income with DRIP and contributions to see how long until your portfolio can replace your salary.

Open the FIRE calculator

Margin Call Calculator

See how far your portfolio can fall before a margin call, how much you can safely borrow, and what your margin interest costs.

Open the margin calculator

Simple, Transparent Pricing

Try everything free for 14 days. Pick the plan that fits your strategy.

Free

Every analysis tool included — forecasts, FIRE, margin, dividend safety — for up to 15 holdings via manual or CSV entry. No live broker sync, no credit card.

Get started free

Plus

Everything in Free, plus unlimited holdings and a live broker sync.

$7.99/mo

or $79/year (save 17%)

Everything in Free
Unlimited holdings
Unlimited My View cards
1 live broker sync — automatic updates
14-day free trial

Start Free Trial

Premium

Everything in Plus + a second broker sync.

$12.99/mo

or $129/year (save 17%)

Everything in Plus
2 broker syncs — automatic updates

Start Free Trial

Pro

Everything in Premium, plus a third broker sync.

$24.99/mo

or $249/year (save 17%)

Everything in Premium
Up to 3 broker syncs

Start Free Trial

All paid plans include a 14-day free trial. Cancel anytime.

Ready to Take Control of Your Dividends?

Track every dividend, forecast your income, and monitor your margin — in one dashboard.

Start Your Free Trial

Not financial advice. YieldLens is for informational and entertainment purposes only. All outputs are simulations based on past performance, which does not guarantee future results. All investing involves risk, including the possible loss of principal — consult a licensed financial advisor or other qualified professional before investing.

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