Free and Premium Plans

Web Application with amazing tools and resources for the DIY investor!

View our app documentation for detailed help and guidance.

Free

$0 /forever

Basic features included

Get Started

Get started for FREE with income investing!

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Income Fund Performance

Avoid the high yield trap — see accurate total return calculations

See total and annualized returns over any time period with or without dividends reinvested. Calculate accurate total returns over time to analyze performance. Perfect for researching funds before investing or for tracking current holdings.

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Compare US and Canadian Fund Returns

Make informed decisions by comparing which fund has performed best historically

Total return graph, income and yield estimates for 6000+ ETFs. Stock data for all North American publicly traded companies. Compare funds head-to-head over any time period with total returns including price appreciation and dividends.

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Private Community

Learn from other smart and experienced income investors

Read only. Learn from other smart investors by browsing discussions about funds, strategies, and portfolio management.

Income Oriented Portfolio Manager

Stop managing spreadsheets—automatic price updates, dividend tracking, income calculations, multi-currency support, and what-if portfolio modeling

Smart Fund Picking

Save time and money—avoid costly mistakes by finding funds that meet your goals

Side by Side Comparisons

Quickly narrow down choices with color-coded analyst reviews—like Consumer Reports for funds

Plan & Reinvest Wizards

Eliminate tedious math—automatically calculate shares and allocations while maximizing income

Powerful Search Tool

Don't miss better funds—instantly find income funds with unique search options unavailable elsewhere

Dividend Change Notifications

Stay informed without the monotonous research—weekly emails summarize all dividend changes for your funds

Income Fund News Hub

Save time by having all income fund news organized in one place

Premium

$119 USD /year

$59 USD /3 months

For full access, create a free account first, then upgrade within the app.

Full access to all premium features and tools!

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Income Oriented Portfolio Manager

Stop managing spreadsheets—automatic price updates, dividend tracking, income calculations, multi-currency support, and what-if portfolio modeling

Track your income and gains in multiple portfolios and currencies. Automatically updated prices and dividend data. Model new portfolios to plan future earnings. Combined view across all portfolios. Create test portfolios for planning. Everything your brokerage account doesn't show.

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Income Fund Performance

Find funds that pay consistently — analyze complete dividend payment histories and yield trends to avoid the high yield trap and invest with confidence

Price and yield graphs along with full dividend payment histories. Calculate accurate total returns over time, understand dividend payment consistency, and analyze performance. Perfect for researching funds before investing or for tracking current holdings.

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Compare US and Canadian Fund Returns

Make informed decisions by comparing which fund has performed best historically

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Smart Fund Picking

Save time and money—avoid costly mistakes by finding funds that meet your goals

Find income funds based on your specific priorities and see how they score for dependability - based on our proprietary scoring system and human analyst reviews. Like having your own personal consultant—all funds have strengths and weaknesses; we find funds strong in what you care about most.

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Side by Side Comparisons

Quickly narrow down choices with color-coded analyst reviews—like Consumer Reports for funds

Compare up to three funds side-by-side with detailed analyst ratings across 13 key criteria. Color-coded ratings (1-5 scale) make it easy to understand each fund's strengths and weaknesses at a glance. Perfect for comparing funds that seem almost exactly the same.

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Plan & Reinvest Wizards

Eliminate tedious math—automatically calculate shares and allocations while maximizing income

Invest cash with automatic share calculations based on your priorities—target allocations, price discounts, or yield. Test various options to maximize new income, and optionally rebalance when needed. This smart calculator eliminates tedious math while keeping your portfolios perfectly aligned with your investment goals.

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Powerful Search Tool

Don't miss better funds—instantly find income funds with unique search options unavailable elsewhere

Search 6,700+ funds by name, fund company, type, payment frequency, currency, and leverage. Find niche products like "all weekly paying S&P500 index based income funds" in seconds. Filter and sort results by your own criteria.

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Dividend Change Notifications

Stay informed without the monotonous research—weekly emails summarize all dividend changes for your funds

Weekly email notifications summarizing dividend changes for your funds. Never miss important dividend updates that could affect your income strategy.

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Income Fund News Hub

Save time by having all income fund news organized in one place

Curated, sortable news articles about income funds, fund company announcements, and market updates. Stay current with dividend changes, fund launches, and investment insights without searching multiple websites.

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Private Community

Connect with other income investors to share strategies and learn from experienced investors

Share, discuss and learn from other smart investors. Create topics, post questions, share insights, and engage in discussions about funds, strategies, tax optimization, and portfolio management.