Monitor Every Client Portfolio. Automatically.
The Analyst Dashboard screens all your client holdings for quality failures, dividend cuts, and sell signals — so you find out before your clients do.
14-day refund policy on annual plans
How Do You Actually Monitor 40 Client Portfolios?
Be honest. You don’t. Not really.
You check the biggest accounts when you remember to. You scan headlines and react to whatever seems urgent. You find out about dividend cuts when clients call you — after they’ve already seen the news.
It’s not your fault. The tools you use were built for buying and selling. Once the trade is done, you’re on your own.
Meanwhile, your clients assume someone is minding the store. They’re paying you to watch their portfolios. And every time you say “let me get back to you” in a meeting, a small crack forms in their confidence.
One Click. Every Portfolio. Every Holding Screened.
The Analyst Dashboard was built for one purpose: to help dividend-focused advisors monitor client portfolios at scale.
Click “Run Analysis.” Go refill your coffee. When you come back, every holding across every portfolio has been screened. Quality criteria checked. Yield zones calculated. Problems flagged and ranked by severity.
Red flags at the top. Opportunities at the bottom. Everything in between sorted by what actually needs your attention.
Total time: about 15 minutes for 50 portfolios.
What’s In It For You
Know Before Your Clients Know
A stock enters sell territory at 2am. By 9am, you’ve already reviewed it. A dividend streak breaks after 15 years — you’re flagged before your client reads about it on CNBC.
Get Your Monday Mornings Back
No more 3-hour spreadsheet sessions. No more exporting, copying, running formulas. One click analyzes everything. The rest of your Monday? Actually talking to clients.
Answer Client Questions Instantly
“Should I still hold this stock?” Pull it up. See the quality score. Generate a one-page PDF. Hand it to your client before they leave. That’s the difference between “let me get back to you” and “let me show you right now.”
Scale Without Hiring
Taking on more clients shouldn’t mean more manual work. Monitor 50 portfolios as easily as 5. Grow your practice without adding headcount.
Reports That Don’t Look Like Homework
Your clients are paying professional fees. Give them professional output. Client-ready PDF reports with your logo, clear ratings, and actionable recommendations.
Everything You Need to Run a Dividend Practice
Multi-Client CRM
Unlimited clients. Unlimited portfolios per client. Notes, contacts, and activity history in one place.
5-Level Alert System
SELL ZONE → QUALITY FAIL → DIVIDEND STREAK BROKEN → APPROACHING SELL → BUY ZONE. Ranked by severity.
Bulk Portfolio Analysis
One click screens every holding in every portfolio. Progress indicator. Results sorted by urgency.
6-Point Quality Screening
Dividend growth, earnings growth, liquidity, institutional ownership, dividend consistency, aristocrat status.
10-Year Yield Zone Analysis
Historical yield ranges for every stock. Know when a quality company is undervalued, fairly valued, or overvalued.
Professional PDF Reports
Client-ready output with your branding. Single portfolio or bulk export. Print-ready formatting.
6 Global Markets
US, UK, Canada, Japan, Germany, and France. Multi-currency support built in.
Dividend Calendar
See all upcoming dividends across all clients. Ex-dividend dates, payment dates, filter by portfolio.
Stock + Fund Analysis Included
Includes Stock Analyzer Pro ($299 value) and Fund Analyzer Pro ($99 value). Analyze stocks and ETFs together.
The 5-Level Alert System
Not all problems are equal. Our alert system ranks issues by severity so you know what to tackle first.
Stock in overvalued territory based on yield history
SEVERITY 1
Failed one or more quality screening criteria
SEVERITY 2
Dividend cut, freeze, or streak ended
SEVERITY 3
Within 10% of sell zone—watch closely
SEVERITY 4
Quality stock at historically attractive yield
OPPORTUNITY
Simple Pricing
$5K/year for software vs. $60K/year for an analyst. You do the math.
Both plans include: Unlimited clients • Unlimited portfolios • Stock Analyzer Pro • Fund Analyzer Pro • 6 global markets • Priority support
Built for Advisors, Not Hobbyists
- ✓ Financial advisors managing dividend-focused portfolios
- ✓ RIAs with 15+ client households
- ✓ Fund managers focused on dividend strategies
- ✓ Equity analysts covering dividend aristocrats
- ✓ Wealth managers who want to systematize their practice
Not sure if it’s right for you? If you’re managing fewer than 15 clients, our Stock Analyzer Pro ($299/year) might be a better fit. Same analysis engine, just without the multi-client management.
Common Questions
How is this different from Bloomberg / YCharts / Stock Rover?
Those tools are built for buying and selling. We’re built for ongoing monitoring. They show you what you own — we tell you what’s wrong. The 5-level alert system catches quality changes across all your client portfolios automatically.
Does it integrate with my existing platforms?
The Analyst Dashboard is standalone — you input your client portfolios and it handles the analysis. It works alongside whatever platform you’re already using for trading and custody. Takes about 10 minutes to set up a client.
What markets do you cover?
US, UK, Canada, Japan, Germany, and France. Multi-currency support built in.
Can I try it before committing to annual?
Yes. The monthly plan ($449) lets you test it without a long commitment. Cancel anytime if it’s not right for you.
What’s the refund policy?
14-day refund policy on annual plans. Request within 14 days for a full refund — access ends immediately upon refund. Monthly plans have no refunds but can be cancelled anytime.
Stop Playing Catch-Up
Your clients are paying you to watch their portfolios. Give them what they’re paying for — without burying yourself in spreadsheets.
Questions? Email support@fluentboost.com