Track payments, forecast cash flow, and plan your income with confidence.
Three steps from a fresh account to a full picture of your dividend income.
Import a CSV from your broker or add tickers manually. Takes about two minutes.
We pull dividend history, classify each holding, and keep prices fresh in the background.
See income by account, projected payments, and reliability scores, updated as new dividends are declared.
Not a trading app. Not a budgeting tool. A focused instrument for tracking and projecting dividend income.
Every dividend payment, tracked to the holding and account it came from. Monthly, quarterly, and annual views broken down by tax treatment so you know what you actually keep.
Forward-looking projections based on declared dividends and historical growth patterns. See your next 12 months of expected income before a single payment arrives.
Every holding classified by dividend behavior: growers, flat payers, unreliable names. Reliability scores and growth trends show you where your income is actually headed.
Every plan includes dividend projections, holding classification, and income tracking across accounts.
14-day free trial
Full access to all features during trial. No restrictions.
14-day free trial
Full access to all features during trial. No restrictions.
Straight answers to the things people ask most.
Most brokerages show you one account in isolation, with last quarter's payments and no forward view. Mantraviz pulls every holding from every account (taxable, IRA, Roth, 401(k), HSA) into one place, projects the next 12 months of income, and classifies each holding by how reliable its dividend actually is. It's the view your brokerage won't build because they don't see the other half of your portfolio.
No, and that's deliberate. Mantraviz never asks for brokerage credentials or access tokens. You import a CSV from your broker or add holdings by ticker, and your positions stay in your control. No Plaid, no OAuth, no third-party data sharing. It means a few extra minutes of setup and zero attack surface for credential theft.
You can download a full backup of your portfolio at any time from the portfolios page. It includes every account, holding, and recorded payment, and it's yours to keep. No export fee, no contacting support, no waiting.
Any dividend investor who wants a clearer picture of their income. Whether you're starting out with your first few shares or tracking a large portfolio across multiple accounts, Mantraviz gives you the same view of what you earn, what's coming next, and how reliable it is. If you've ever opened a spreadsheet to tally your yearly dividends, or wondered which of your holdings are actually growing their payouts, this is built for you.
Free trial. Add your holdings, get projections immediately.
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