Understand your portfolio in one calm dashboard
Allocation, concentration, dividend yield, total return and benchmark comparison — plus AI-powered insights that explain what it all means.
Allocation insights
Mix by ticker and by sector at a glance.
Benchmark vs market
Compare against the S&P 500, FTSE 100 and more.
AI portfolio review
Plain-English analysis of strengths and risks.
What good portfolio analysis answers
- Am I too concentrated in one stock or sector?
- How does my return compare to the market — really?
- What's my actual dividend yield on cost?
- Where are the gaps in my diversification?
Built for thoughtful long-term investors
Portfolio analysis isn't about chasing the next hot stock — it's about understanding what you actually own and making small, deliberate improvements over time. Investing Dividend Tracker gives you the numbers and the narrative, so you can act with confidence.
Frequently asked questions
What does the portfolio analysis include?
Allocation by ticker and sector, concentration risk, dividend yield, total return, and a benchmark comparison against indices like the S&P 500 and FTSE 100.
What are the AI insights?
Our AI reviews your holdings and highlights strengths, diversification gaps, concentration risks and ideas to consider — in plain English.
Can I compare to a benchmark?
Yes — Pro lets you weight your portfolio against the S&P 500, FTSE 100, NASDAQ and a global tracker to see real outperformance.