DPP vs. the entire field.
Every feature. Every price. All 5 competitors, one chart. Below is the complete side-by-side scorecard aggregating our head-to-head research against Snowball Analytics, Sharesight, Seeking Alpha, Track Your Dividends, and Dividend Tracker.
| Feature | DPP | Snowball Analytics | Sharesight | Seeking Alpha | Track Your Dividends | Dividend Tracker |
|---|---|---|---|---|---|---|
| Cost | ||||||
| Starting paid tier (monthly) | $9.99 | $14.00 | $15.00 | — | $9.99 | $4.99 (Standard) · $6.99 (Ultimate w/ broker link) |
| Free plan available | — | — | — | — | ||
| Free plan (unlimited holdings) | — | 10 holdings | — | Unlimited manual · 1 Plaid link | — | |
| Cheapest paid tier | $9.99/mo | — | — | $19.92/mo | — | — |
| Free plan (real-time prices) | — | — | Delayed only | — | — | |
| Annual paid tier | $95.99 (20% off) | — | — | — | $99.99 | — |
| Free plan | 1 portfolio · unlimited holdings | — | — | — | — | 1 portfolio · 10 holdings |
| AI | ||||||
| AI portfolio Optimizer (unlimited) | Beta paid add-on | — | ||||
| AI Income Target Planner (reverse-solve) | — | — | ||||
| AI ticker thesis (Claude Sonnet 4.6) | — | — | ||||
| AI Income Target Planner | — | — | — | — | ||
| AI ticker thesis on any symbol | — | — | — | — | ||
| Analysis | ||||||
| 30+ year backtest engine | Limited scenarios | — | — | |||
| Side-by-side scenario compare | — | — | — | — | ||
| Side-by-side portfolio compare | — | |||||
| AI portfolio Optimizer | — | — | — | — | ||
| AI Income Target Planner | — | — | — | — | ||
| AI ticker thesis (Claude Sonnet 4.6) | — | — | Human authors | — | — | |
| 30+ year backtest engine (DRIP toggle) | — | — | — | |||
| Holdings | ||||||
| Multi-account rollup (Roth · Taxable · 401k) | — | |||||
| Portfolio grouping (retirement · taxable · custom) | — | — | ||||
| Avg cost / share + gain % on every position | — | — | ||||
| Portfolio value growth chart (30D/90D/1Y) | — | — | ||||
| Unlimited saved portfolios (Pro) | — | Paid tiers | 1 portfolio | — | — | |
| Portfolio grouping | — | — | — | |||
| Avg cost / share + gain % on every row | — | — | — | — | ||
| Avg cost + gain% on every position | — | — | — | — | ||
| Dividends | ||||||
| Full-month ex-div calendar (past + upcoming) | Upcoming only | Upcoming only | ||||
| Monthly income chart (12-24m seasonality) | — | — | — | — | ||
| Day-before ex-div PUSH alerts (installed PWA) | Email only | — | — | Email only | ||
| Monthly income seasonality chart (12-24m) | — | — | Basic future projection only | |||
| Day-before ex-div PUSH alerts (PWA) | — | Email only | — | — | ||
| Monthly income seasonality chart | — | — | — | — | ||
| Research | ||||||
| Contributor deep-dive articles | — | — | — | — | ||
| Wall Street + Quant ratings aggregation | — | — | — | — | ||
| Dividend safety score | Included on ticker research | — | — | — | TYD Safety Score (flagship) | — |
| Tax | ||||||
| Capital-gains tax reports for 40+ countries | — | — | — | — | ||
| Platform | ||||||
| Desktop-first web app | — | — | — | — | iOS-first · web is thinner | |
| Brokers | ||||||
| Broker sync (read-only) | Plaid US | SnapTrade ~14 countries | Direct feed | — | — | — |
The analysis
Across every competitor DPP is the only tool that ships a 30+ year backtest engine, an unlimited AI Optimizer, an AI Income Target Planner that reverse-solves a portfolio to a monthly-income goal, and portfolio grouping across brokerages — all at $9.99/mo Pro (or $95.99/yr, 20% off). Snowball ($14/mo), Sharesight ($15/mo), and Seeking Alpha ($19.92/mo) are all pricier for feature sets that lack one or more of those four capabilities. Track Your Dividends matches DPP's monthly price but offers no backtest and no AI planning. Dividend Tracker (DivTracker) is cheaper ($4.99–$6.99/mo) but is a manual cash-flow logger, not a planner.
Where each competitor still wins
- Snowball Analytics: Snowball is the safer pick if you want a mature European-domiciled tracker with SnapTrade broker sync across ~14 countries and don't need backtesting or AI features. Its holdings dashboard is polished, and it's been iterating since 2019. Read full head-to-head →
- Sharesight: Sharesight is the right choice if you're outside the US and need capital-gains tax reports for CGT/CGT-eligible jurisdictions, or if you hold ADRs and foreign stocks across many exchanges. Their tax-lot engine is best-in-class. Read full head-to-head →
- Seeking Alpha: Seeking Alpha is unmatched for opinion, deep-dive ticker research, and Wall Street rating aggregation. Premium subscribers get the full author archive and stock screener plus a Quant rating system that outperformed the S&P over recent windows. Read full head-to-head →
- Track Your Dividends: TYD is the pick if you specifically want the TYD Dividend Safety Score, the built-in Dividend Screener, or DCF/valuation charting baked into the same UI. Their safety score has been iterated on since 2018 and has a following. Read full head-to-head →
- Dividend Tracker: DivTracker is the pick if you want the cheapest paid dividend tracker on the market ($4.99/mo), a native iOS experience, and don't need backtesting or AI features. If your primary device is a phone and you mostly log positions manually, DivTracker's UX is very strong. Read full head-to-head →
Bottom line
If your primary need is planning + backtesting + AI on a real portfolio, DPP is the tool that ships the most for the money. If you need international tax reports, keep Sharesight; if you need author-driven research, keep Seeking Alpha; if the cheapest mobile cash-flow tracker is all you want, DivTracker wins. Everyone else, start with DPP free.
Compare your portfolios inside DPP.
Load any two of your own portfolios into the DPP Compare Chart and see the 30-year cumulative-return line, dividend income growth, drawdown, and CAGR side-by-side.
What is Dividend Portfolio Planner?
Dividend Portfolio Planner (DPP) is a dividend research, portfolio modeling and backtesting application that helps investors research stocks and ETFs, create hypothetical portfolios, estimate dividend income, backtest investment strategies and compare income with changes in portfolio value. Unlike traditional dividend trackers that primarily monitor investments an investor already owns, DPP is designed not only to monitor but also to help investors research and model potential portfolio strategies before investing.