Master the art of keeping more of your investment returns with proven strategies for US & Canadian investors. Stop losing money to unnecessary taxes.
Read the Guide →Build a printable report card for any income fund—track yield, distributions, and key metrics in one place.
First read - How to review an income fund.
"As someone new to income investing, this app is a game changer!"
— J. Cook, Alert Bay, BC 🇨🇦
"My husband and I recently learned about income investing, and we love this approach. We've been moving more of our investments into these funds, and this app has made this process so much easier."
— R. Savino, Brea, CA 🇺🇸
"The app is brilliant! I've used it to find and analyze some fantastic income funds I wouldn't have found otherwise. The portfolio manager is incredible, and being able to see “sustainability ratios” of different funds at a glance is especially helpful for people like me who look forward to living off the income in my portfolio."
— D. Giesy, Mount Vernon, WA 🇺🇸
