Cash Flow
Income Tracking
Watch every dividend and interest payment across your portfolio.
Monitor dividends and interest income across all your accounts in one place. Get a clear view of your passive income streams so you can make informed decisions, with provider-neutral dividend handling for more reliable totals.
Dividend Monitoring
Track your dividend income.
Interest Income
Keep an eye on interest earnings.
All your income, together
See dividends and interest aggregated across every account, by symbol and over time, so your passive income is never scattered across statements again.
Dividend monitoring
Track payouts per holding and in total.
Interest income
Keep an eye on cash and savings earnings.
Reliable, provider-neutral
3.5 brings provider-neutral dividend handling and steadier broker sync, so your income figures hold up regardless of where the data came from.
Related features
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