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What is Dividend Notebook?

Dividend Notebook provides users with the ability to examine expected dividend distributions alongside crucial details from a tailored stock list. The platform boasts a user-friendly interface; by simply entering a stock quote, you can access a neatly organized report in no time. Users can readily view all projected payout amounts for dividend stocks, ensuring they remain updated on the timing and amount of their forthcoming dividend payments, complete with real-time stock market information. The application offers sorting options based on various parameters, such as dividend size, market capitalization, company name, share count, or ticker symbol. Furthermore, it allows you to monitor both the forecasted payments and the historical payment records for the stocks in your portfolio. Information on upcoming dividend-paying companies, along with their payment schedules and amounts, is prominently featured. You can also categorize your investment portfolio by payment frequency or sector, enhancing your analysis capabilities. To further assist in managing your investments, the app provides alerts for upcoming dividend payments related to your owned shares. This dividend-focused tool delivers in-depth insights into the US stock market, encompassing stocks, ETFs, and mutual funds, making it a crucial resource for quick and effective portfolio analysis. With this innovative application, you can experience seamless stock tracking while making well-informed investment decisions to optimize your financial growth!

What is Capitally?

Capitally provides a robust investment management platform designed to empower users in effectively monitoring, understanding, and refining their investment strategies. By integrating multiple accounts into a unified interface, it allows for the simultaneous tracking of various asset classes, which aids users in analyzing their allocations across different categories while observing changes over time. The platform presents essential performance metrics, including realized and unrealized returns, ROI, TWR, MWR, and IRR, and enables comparisons with any chosen benchmark for deeper insights. Furthermore, users can analyze investment fees and passive income sources, track upcoming and projected dividends, and evaluate diverse income streams such as dividends, rent, and interest, along with an overview of yield, yield on cost, and growth. Capitally also supports automatic reinvestment options and Dividend Reinvestment Plans (DRIPs) to help users maximize their investment potential. With sophisticated charting features and comparative tools, users can pinpoint influences on returns, concentrate on particular time frames, and dissect returns into components such as capital gains, currency shifts, dividends, and fees for a comprehensive analysis. This holistic investment management solution not only serves as a crucial tool for both novice and seasoned investors but also encourages a proactive approach to achieving financial success. By fostering a deeper understanding of investment dynamics, Capitally enhances users' ability to make informed decisions that align with their financial goals.

Media

Media

Integrations Supported

Google Sheets
Microsoft Excel

Integrations Supported

Google Sheets
Microsoft Excel

API Availability

Has API

API Availability

Has API

Pricing Information

Free
Free Trial Offered?
Free Version

Pricing Information

€7 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Baldwin Apps

Company Location

United States

Company Website

dividendnotebook.com

Company Facts

Organization Name

Capitally

Company Location

Poland

Company Website

www.mycapitally.com

Categories and Features

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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