Dividend Vision Discount Code (20% OFF)

About Dividend Vision

Dividend Vision is a dividend income tracking and forecasting platform for investors who care about cash flow, not just price charts. Instead of guessing what your portfolio might pay next month, you connect (or upload) holdings and see projected income, payout timing, yield, allocation, and risk in one dark-mode dashboard.

The product consolidates accounts from major brokers, screens income-producing ETFs and stocks, and layers AI research on top of Plus/Pro so you can compare funds, ask portfolio questions, and spot concentration issues without bouncing between spreadsheets and five different research tabs.

Positioning is blunt on purpose: most platforms track price; Dividend Vision tracks income — because bills are not paid with unrealized gains. That makes it a workflow tool for dividend growth investors, covered-call ETF holders, retirees managing payout calendars, and FIRE savers targeting a monthly income number.

Key features

• Income forecasting: project what your portfolio could pay monthly, quarterly, and yearly so you can plan cash flow instead of estimating from memory.
• Multi-broker consolidation: connect Fidelity, Schwab, Robinhood, E*TRADE, Ameritrade, Interactive Brokers, and more with read-only links (Plaid & SnapTrade), or import via CSV / manual entry / screenshot import on Pro.
• Smart screening: find income ETFs and stocks with filters built for yield, distributions, and portfolio fit — not day-trade momentum scans.
• Interactive charts: treemaps, donut charts, Pareto views, and radial composition charts that make allocation and income sources easy to understand at a glance.
• Dividend calendar & news: upcoming payments plus a fuller news feed on paid plans so you see what is about to hit your account.
• Portfolio optimization: surface higher-income opportunities and reduce guesswork when rebalancing toward cash-flow goals.
• AI research assistant (Pro): natural-language ETF comparison, ticker research, text & speech chat, AI risk analysis, and screenshot portfolio import.
• Academy: plain-English guides on covered-call ETFs, dividend yield, ex-dividend dates, Sharpe ratio, and income strategies.
• Real market data: end-of-day and ~20-minute-delayed pricing with daily refreshes for prices, yields, and distributions — not hypothetical models.

Plans and pricing

From Dividend Vision’s live pricing page (confirm totals at checkout):

• Free — $0/month: 1 portfolio kept in your browser (CSV or manual entry), current income & allocation, ETF screener/profiles/comparison, DRIP & retirement calculators, major crypto coins, summary cards & headlines, end-of-day pricing. Includes 7 days of Pro to start — no credit card, no automatic charge.
• Plus — $6.99/month (or $67.20/year, marketed as ~20% off vs monthly): everything in Free, plus brokerage connections with synced holdings, monthly & future dividend forecasts, dividend calendar & full news feed, advanced charts, cloud save across devices, up to 5 portfolios/watchlists/reports, and ~20-minute delayed pricing.
• Pro — $8.99/month (or $86.30/year): everything in Plus, plus concentration/volatility/income risk tools, up to 20 portfolios/watchlists/reports, and AI text & speech chat, AI ETF comparison, AI risk analysis, and AI screenshot portfolio import.

With SaveOnTrading code SAVEONTRADING, you get 20% off your first 3 months on monthly Plus/Pro, or 20% off your first year if you choose an annual plan instead — when you start through our partner link. After the promo period, renewals bill at the regular Plus or Pro rate.

Who it's for

Dividend Vision is built for income-first investors:

• Dividend growth and DRIP investors tracking yield on a growing pile of holdings
• Retirees and near-retirees who budget around monthly/quarterly payouts
• FIRE savers modeling “paycheck from the portfolio” targets
• Covered-call and high-yield ETF holders (JEPI, JEPQ, SCHD-style portfolios) who want income composition, not just NAV charts
• Anyone with accounts split across brokers who wants one secure income dashboard

It is not a day-trading scanner, Level 2 tape, or options-flow terminal. If you never hold through an ex-date, you will underuse it.

Dividend Vision vs other dividend trackers

SaveOnTrading also covers income tools like The Dividend Tracker and Digrin. Dividend Vision’s differentiation is the combination of broker consolidation + forward income forecasting + visual allocation charts + AI ETF/research helpers, plus a true free tier and a no-card 7-day Pro trial. If your priority is “show me what this portfolio pays and how to improve the paycheck,” it fits that job better than a general charting platform or a pure news feed.

Limitations

• Free portfolios stay in the browser until you upgrade — serious multi-broker users usually want Plus for sync and cloud save.
• Market data is end-of-day / ~20-minute delayed, not a real-time trading feed.
• AI research and the highest portfolio limits are Pro features.
• Read-only broker links never give Dividend Vision trading access, but you still need to review linked holdings for corporate actions or import quirks.
• Tax planning and official filings still belong with your broker statements and a tax professional — this is an income analytics product, not tax software.

How the SAVEONTRADING offer works

Use this page’s partner link to open Dividend Vision, start or upgrade a paid plan, and enter code SAVEONTRADING at checkout for 20% off your first 3 months (monthly) or 20% off your first year (annual). Confirm the discounted total on the vendor site before you pay — list prices and promotions can change. The Free plan remains free; the 7-day Pro trial does not require a card.

How to redeem

1. Click the partner link on this SaveOnTrading deal page (tracking is required for the promo).
2. Create a Dividend Vision account or sign in — claim the 7-day Pro trial if you want a full test drive first.
3. Choose Plus or Pro (monthly or annual) when you are ready to subscribe.
4. Reveal and copy code SAVEONTRADING from the sidebar on this page, paste it at checkout, and verify 20% off applies for your first 3 months (monthly) or first year (annual).
5. Connect brokers or import holdings and run your first income forecast.