What's coming next.

Tell us your monthly income goal — Claude reverse-solves how much to invest.

Now live. Set a target like "$1,500 / month in dividend income" and pick any of your portfolios. The AI backruns the numbers — your portfolio's yield-on-cost, DRIP schedule, and historical dividend growth — and returns the exact upfront investment (both today's-yield and yield-growth scenarios) plus a monthly DCA contribution, with a plain-English explanation of the assumptions and risks.

Paste your real brokerage positions and DPP layers live income on top.

Now live. Create multiple named accounts (Roth, Taxable, 401k), paste your positions as TICKER,SHARES,COST_BASIS, and DPP layers live prices + forward monthly income + yield-on-cost + upcoming ex-dividend dates on top. Per-position table shows % of portfolio and % of income contribution.

Auto-refresh your holdings via Plaid — no copy-paste.

Now live in Production. Tap Connect brokerage on the Holdings page, pick your bank in the Plaid modal, and DPP imports positions + cost basis into a new account row. Read-only OAuth across 12,000+ US institutions — DPP never places trades. Your access token is encrypted at rest with Fernet.

Install DPP to your home screen and get a phone push the day before every ex-dividend date.

Now live. Tap Get the app in the footer (or Install on any browser prompt) to install DPP as a Progressive Web App on iOS, Android, or desktop — no App Store required. Once installed, enable push notifications on Holdings and we send a heads-up the day before each ex-dividend date across every ticker in every account.

Saturday morning email: your holdings snapshot, ex-div dates this week, and a bite-sized lesson.

Now live. Every Saturday at 8am ET we email subscribers a compact digest — your tracked tickers, ex-dividend events landing in the next 7 days with projected payout amounts, plus one Investment 101 concept explained plainly. Tap the newsletter icon in the nav to subscribe. One-click unsubscribe in every email.

One view that merges Roth + Taxable + 401k into a single income picture — group them however you want.

Now live. The Holdings page ships an "All accounts" rollup that combines every account into a single positions table with same-ticker aggregation, per-account drill-down, avg cost per share, total gain, forward monthly income, and a filter chip bar so you can scope to any portfolio you've created (e.g. Retirement · Taxable · Custom buckets — max 12 portfolios per user). Portfolio grouping is native — assign each account to a portfolio and every chart, table, and calendar filters by scope. One-click CSV export from every view.

Let Claude rebalance your holdings for a goal you choose.

Now live. Pick a goal — Max yield-on-cost, Max CAGR, or Balanced — and Claude proposes new weights on your existing tickers, grounded in your backtest. See the before/after diff (YoC, CAGR, projected monthly income) before you accept.

A full-month calendar of every ex-div date + a 12–24 month income bar chart so you never miss a payday.

Now live. The Holdings page ships a full-month ex-dividend calendar with past (from yfinance history, actual per-share amounts) + upcoming events, month navigation, per-day chips, and a month-total footer. Underneath it, a monthly dividend income bar chart (12M or 24M) shows the exact seasonality of your portfolio — the quarterly rhythm of SCHD/VYM/VTI vs the monthly steady flow of JEPI/O — with hover tooltips listing the top-5 contributing tickers per month.

Daily snapshots plotted as a 30-day, 90-day, or 1-year growth curve.

Now live. Every time DPP computes your Holdings summary it stores a daily snapshot of total value, cost basis, and forward income. The Portfolio value over time card renders those snapshots as a smooth area chart with 30D · 90D · 1Y range toggles, absolute $ change, and % gain across the visible window. Scoped by your active portfolio filter.

SEO-friendly head-to-head pages vs Snowball, Sharesight, and Seeking Alpha.

Now live. Every dividend investor comparison-shops before subscribing — so we published a scorecard right on the Pricing page (DPP wins 19 of 21 categories at the lowest paid tier) plus three deep-dive landing pages at /vs/snowball, /vs/sharesight, and /vs/seeking-alpha with 15+ feature rows, 5 FAQ questions, and rich JSON-LD so Google and AI search surface DPP in "DPP vs X" queries.

Get pinged when a starred ticker crosses a yield or price threshold.

Set price and yield triggers on any ticker in your watchlist. When SCHD drops under $75 or JEPI's yield climbs past 8%, we email you and drop a notification on your Dashboard. Because the best entry is rarely the moment you happen to check.

Every friend you refer earns you a free month of Pro.

The core plumbing is live — each user has a unique referral code and referral credits are granted server-side. The full public dashboard (share cards, leaderboard, monthly summary) ships next.

Deep-dive on any ticker before adding it to a portfolio.

Now live. Company snapshot, closing-price chart with date-range selection, performance & risk stats, dividend safety score, payout ratio history, ex-dividend calendar, recent news, and an AI-written thesis. Search by ticker or browse by theme.

Buy seats in-app with quantity-based Stripe billing.

Right now, Team-tier onboarding runs through a quick sales call and the Admin Control Room's bulk-invite. Next: a proper quantity-based `pro_team_seat` Stripe subscription so admins can self-serve — pick seats, pay by card, and grow or shrink the team any month without emailing us.