Track your dividend portfolio with discipline.
For investors who measure progress in decades, not days. Built to prioritize signal over noise.
$12,450.00
Apple Inc.
Payable Feb 15$145.20
Why DCA exists
Most financial tools optimize for activity. We optimize for discipline.
01
Clarity
See future income, not just current balance. We remove noise so compounding stays visible.
02
Consistency
Built for habit investing. Quiet updates and clear signals keep your process steady month after month.
03
Trust
Your data stays yours. We sell software, not personal information, with secure read-only connections.
Broker connections you can trust.
Secure, read-only connections.
FIDELITY
SCHWAB
VANGUARD
ROBIN HOOD
E*TRADE
INTERACTIVE BROKERS
How it works
Connect
Securely link your brokerage with read-only access.
Understand
See projected income and portfolio health over time.
Let it compound
Track long-term progress with fewer distractions.
Pricing.
Choose the plan that matches your investing cadence.
Basic
$0/mo
For disciplined manual tracking.
- • Single portfolio
- • Manual portfolio builder
- • Key metrics
- • Demo access
Plus
3 months free$53.90/year
For investors who want automated clarity.
- • Unlimited portfolios
- • Auto-sync brokerages
- • Key metrics
- • Priority support
Questions.
Yes.Security and privacy are foundational to how DCA is designed. Broker connections are strictly read-only. DCA can view your holdings, but it cannot place trades, transfer funds, or modify your brokerage account in any way. All data is transmitted over encrypted connections. We collect only the data necessary to provide portfolio insights — nothing more. You remain fully in control of your investments at all times.
Read-only access • Encrypted transmission • No fund movement
No.DCA does not have the ability to execute trades, move funds, or alter your brokerage account. Connections are read-only and used solely to retrieve portfolio data for tracking and analysis. Your capital stays where it belongs — with your broker.
Portfolio holdings are retrieved directly from your broker, when connected. Dividend and valuation metrics are calculated using standardized public financial data sources and consistent methodologies. These insights are intended to support informed decision-making and are not investment advice.
When you connect a supported broker, DCA securely retrieves your current holdings through a read-only integration. Your positions are reconciled and enriched with dividend, valuation, and performance metrics. Syncing runs in the background, and your portfolio updates automatically once complete.
Your portfolio updates each time you initiate a sync or when new data is retrieved from your connected broker. Dividend estimates and valuation metrics are refreshed during the enrichment process to reflect the most recent available data.
CORE includes one manual portfolio, up to 10 holdings, dividend and performance metrics, and access to the demo environment. It provides a straightforward way to experience DCA without connecting a broker.
PLUS includes secure broker syncing, unlimited portfolios and holdings, consolidated dashboards, detailed dividend frequency reporting, and priority support. It is designed for investors who want a complete, automated portfolio overview.
You may cancel or downgrade your subscription at any time. Changes take effect at the end of your current billing period. There are no long-term contracts.