Never Miss a Dividend Red Flag Again
Monitor every client portfolio for sell signals, quality failures, and dividend cuts — automatically. Know which holdings need attention before your clients do.
Built for Advisors Who Can't Afford to Miss a Signal
Financial Advisors
A client's stock enters sell territory at 2am. By 9am, you've reviewed it and have a plan. That's the difference between reacting and managing.
Fund Managers
One click. Every holding analyzed. Problems ranked by severity. What used to take your team hours now takes 15 minutes.
Equity Analysts
Six quality criteria. Ten years of yield data. Clear buy, hold, or sell signals. Analysis you can defend to anyone.
Three Professional Tools, One Subscription
Stock Analyzer Pro
$299/yr value
Individual stock dividend analysis
Fund Analyzer Pro
$99/yr value
ETF & mutual fund analysis
Analyst Dashboard
Professional
Multi-client portfolio mgmt
All Included in One Analyst Subscription
$449/mo or $4,999/yr
Analysis tools, client management, and automated monitoring — everything you need in one platform.
Stock Analyzer Pro
Know exactly when blue-chip dividend stocks are undervalued or overpriced.
Analysis Features
No daily limits. Analyze as many stocks as you need.
Dividend growth, earnings growth, liquidity, institutional ownership, dividend streak, dividend status.
See if a stock is in BUY, HOLD, or SELL zone based on 10-year yield history.
Clear recommendations based on current yield vs historical range.
US, UK, Japan, Canada, Australia, Europe.
Strict (Geraldine Weiss), Balanced, or Relaxed criteria.
Portfolio & Export Features
Create and track multiple portfolios.
Monitor stocks and get notified when they enter buy zones.
Analyze up to 100 stocks at once.
Full history of all your analyses.
Generate professional single-stock reports.
Export data for your own spreadsheets.
Fund Analyzer Pro
Screen dividend ETFs and funds for fees, yield, and risk — not just past returns.
Analysis Features
Comprehensive analysis for any fund.
Proprietary scoring across 6 dimensions.
See long-term fee impact on returns.
Current yield and distribution history.
Top holdings and sector allocation.
Beta, Sharpe ratio, standard deviation, max drawdown.
Comparison & Tools
Compare up to 5 funds side-by-side.
Filter funds by expense ratio, yield, size, type.
Project fee impact over 10, 20, 30 years.
Estimate dividend income from fund holdings.
Track your fund investments.
Professional fund analysis reports.
Analyst Dashboard
Your command center for monitoring client portfolios.
Client Management
Organize Your Practice
Portfolio Management
Every Holding, Every Client, One Dashboard
Bulk Analysis
Analyze Everything in One Click
"Monday morning: one click, every portfolio analyzed, problems flagged. Done before your first coffee."
Alert System
Catch Problems Before Your Clients Do
"Sell signals, quality failures, dividend cuts — flagged and ranked by severity. No more surprises."
Professional Reporting
Walk Into Every Meeting Prepared
Dividend Calendar
Track upcoming ex-dividend and payment dates for all holdings across portfolios.
Sector Analysis
Visual breakdown of portfolio allocation with concentration warnings.
Dividend Growth Tracking
Year-over-year comparison and immediate alerts on dividend cuts.
The Math Makes Sense
What's one missed sell signal worth? One angry client call? One lost relationship?
Without Analyst Dashboard
- Manual tracking in spreadsheets
- 2-3 hours/week monitoring holdings
- Miss sell signals = client losses
- Basic reports = unprofessional
The cost of one missed signal: immeasurable
With Analyst Dashboard
- Automated portfolio management
- 15-minute bulk analysis
- Instant alerts = protected gains
- Professional PDFs = client confidence
$4,999/year
That's $13.70/day for peace of mind
Simple, Transparent Pricing
Annual
($416/month)
- ✓ Everything in Monthly
- ✓ Save $389/year
- ✓ Ticketing support
14-day refund policy — request within 14 days and access ends immediately
Managing a larger team?
Contact us for multi-seat licenses, white-label reports, and custom integrations.
Contact for Enterprise PricingFrequently Asked Questions
What's included in the Analyst Dashboard subscription?
Everything. You get full access to Stock Analyzer Pro ($299/yr value), Fund Analyzer Pro ($99/yr value), plus all Analyst Dashboard features for multi-client portfolio management.
How many clients and portfolios can I manage?
Unlimited. There are no restrictions on the number of clients, portfolios, or holdings you can track.
Can I manage both stocks AND funds in the same portfolio?
Yes. The Analyst Dashboard supports mixed portfolios with both individual stocks and ETFs/mutual funds.
What markets are supported?
We support stocks and funds from US, UK (LSE), Japan (TSE), Canada (TSX), Australia (ASX), and European exchanges.
How does the alert system work?
After running a bulk analysis, the system automatically generates alerts for any holdings that need attention - stocks in sell zones, quality failures, dividend streak breaks, and buying opportunities.
Can I generate reports for client meetings?
Yes. Generate professional PDF reports for any single stock, portfolio summary, or bulk export all portfolios as a ZIP file for quarterly reviews.
Is there a free trial?
No free trial, but you have options: Start monthly ($449/month) and cancel anytime if it's not right for you. Or choose annual ($4,999/year) which includes a 14-day refund policy — if you request a refund within 14 days, you receive a full refund and your access ends immediately.
What happens if I cancel?
Monthly: Cancel anytime. Your access continues until the end of your billing period, then stops. No refunds on partial months. Annual: You can request a refund within 14 days of purchase — you'll receive a full refund and access ends immediately. After 14 days, no refunds, but you keep access for the full year.
What if I only need Stock Analyzer Pro?
We offer standalone subscriptions: Stock Analyzer Basic ($99/yr), Stock Analyzer Pro ($299/yr), Fund Analyzer Pro ($99/yr), or the Bundle ($299/yr). View all plans
Do you offer team/enterprise pricing?
Yes. Contact us for multi-seat licenses, custom integrations, and white-label options.
Stop Firefighting. Start Monitoring.
Your clients trust you with their retirement income. Give yourself the tools to protect it.