--- schema_type: "SoftwareApplication" entity_type: "Mobile Application" app_name: "Dividends - Portfolio Tracker" developer_entity: "ANTONIO ORTIZ SORIANO" bundle_id: "com.fireapp.divtracker" app_store_id: "6748914621" category: "Finance" primary_platform: "ios" primary_monetization: "Free" offline_capable: false market_region: "US" platforms: "iOS" app_last_updated: "2025-09-21" report_date: "2026-08-27" last_verified: "2026-08-27T00:00:00.000Z" report_version: "2" total_reviews: 0 confidence: "low" confidence_score: 0.2 data_age_days: 34 momentum_velocity: "zombie" intelligence_version: 3 tags: ["finance", "free", "mobile app", "app review", "app analysis", "individual", "dividend", "investors"] canonical_url: "https://marlvel.ai/apps/dividends-portfolio-tracker" license: "CC-BY-NC 4.0" content_version: "v2" --- ## ⚠ Content Warning This report covers topics classified as sensitive (finance). Information is aggregated from public sources for informational purposes only. This is not financial or investment advice. Always do your own research. --- # Dividends - Portfolio Tracker Intelligence Report ## TL;DR {#tldr} - **Category**: Finance · Free > **TL;DR:** Dividends - Portfolio Tracker is a finance app by ANTONIO ORTIZ SORIANO, available on iOS. > > **Marlvel.ai App Intelligence** - Independent analysis. US Market. No publisher influence. > **Key Insight:** Dividends - Portfolio Tracker is a finance app by ANTONIO ORTIZ SORIANO. ## Quick Facts | Fact | Value | | :--- | :--- | | **Category** | Finance | | **Developer** | ANTONIO ORTIZ SORIANO | | **Pricing** | Free | | **Platforms** | iOS | | **Confidence** | Low (0.2/1.0) | | **Data Age** | 34d | ## Metadata & Market Performance - **Publisher:** ANTONIO ORTIZ SORIANO - **Category:** Finance - **Target Audience:** Individual dividend investors seeking a manual, privacy-focused alternative to spreadsheets for tracking passive income. - **Platforms:** iOS - **Version Reviewed:** 2 - **Report Date:** 2026-08-27 - **Signal Count:** 0 reviews analyzed - **Confidence:** Low (0.2/1.0) - **App Store ID (iOS):** 6748914621 - **Bundle ID:** com.fireapp.divtracker - **Performance Trend:** Declining - **Data Window:** Analysis based on signals collected up to 2026-08-27 ## Executive Snapshot **What it is:** Dividends - Portfolio Tracker is a manual, local-storage portfolio management tool for dividend investors on iOS. **Why users hire it:** The app removes the privacy friction of linking broker accounts, serving investors who prefer manual control over their financial data. ## App DNA (Features & Intent) - **[Standard] Portfolio Value Tracking:** Aggregates holdings to display total value, returns, and yield on cost in a single dashboard. * *User Intent:* Users want visibility into their own performance and progress. - **[Differentiator] Dividend Calendar:** Displays upcoming ex-dividend and payment dates for tracked stocks. * *User Intent:* Users want visibility into their own performance and progress. - **[Differentiator] Local Data Storage:** Stores all financial information on the device without requiring broker account linkage. ## Market Position {#market-position} Dividends - Portfolio Tracker maintains a niche position as a free, manual-entry tool. Its lack of updates over the last 340 days limits its competitive standing against automated trackers. ## Monetization Strategy - **Model:** Free - **Tiers:** Free access to all features - **Analysis:** The app is currently offered for free with no visible subscription or IAP gates. ## SWOT Analysis {#swot} **Core Strengths:** - Local-only data storage removes broker-linkage friction. - Dividend calendar visualization provides clear payout tracking. **Growth Levers:** - Adding cloud-based backup would resolve local-only data loss risks. - Implementing premium automated syncing would capture efficiency-seeking users. ## Recent Changes (v2 → v3) {#recent-changes} The competitive outlook has shifted from stable to declining due to the prolonged 340-day development freeze. The analysis now explicitly frames the lack of cloud-based backup and manual-entry friction as critical threats to user retention. **Overall trend**: Declining **Compared at**: 2026-08-27 ### High-impact changes - **[Shifted] Outlook Trend Downgrade** (positioning) ### Medium-impact changes - **[Added] Expanded SWOT Analysis** (swot) - **[Shifted] Executive Summary Tone** (positioning) ## What's New - **Latest (v2, 11 months ago):** Expanded regional support to include Switzerland and added CHF currency compatibility. ## App Momentum (Zombie) {#momentum} - Quiet 11 months, no feature updates. - Last major release September 2025. > **Cadence:** 1 total versions · 1 majors in last 6 months · 340 days since last update ## The "So What?" (Strategic Takeaway) {#so-what} Dividends - Portfolio Tracker is a finance app that is completely free. > **Bottom Line:** Dividends - Portfolio Tracker relies on its privacy-first, manual-entry model to retain users, but the 340-day development gap risks obsolescence against automated competitors. Establishing a clear roadmap for cloud-sync would address the primary data-loss risk driving churn. **Best for:** Individual dividend investors seeking a manual, privacy-focused alternative to spreadsheets for tracking passive income. ### PM Action Plan (Next Best Moves) - [ ] [MAINTAIN] Audit user retention because the 340-day update gap suggests a high churn risk → stabilize the user base. ### Outlook: Declining The dividend tracking market is shifting toward automated, cloud-connected solutions that reduce manual entry. Dividends - Portfolio Tracker remains exposed due to its lack of recent development, which will likely accelerate churn as users migrate to more feature-rich, automated alternatives. - 🔴 The 340-day update gap indicates the app is in maintenance mode, which will likely lead to user attrition as market standards for automation rise. ## Key Metrics Summary | Metric | Value | | :--- | :--- | | Total Reviews | 0 | | Confidence | Low | | Pricing Model | Free | | Platforms | iOS | | Key Features | 3 analyzed | | Trend | Declining | | Outlook | Declining | ## Competitor Comparison | App | Rating | Sentiment | Developer | | :--- | :--- | :--- | :--- | | **Dividends - Portfolio Tracker** (this app) | N/A/5 | N/A | ANTONIO ORTIZ SORIANO | | [Polymarket](https://marlvel.ai/apps/polymarket) | 4.2/5 | n/a | Polymarket | | [ATLAS:EARTH - Fun Cashback!](https://marlvel.ai/apps/atlas-earth-fun-cashback) | 4.5/5 | n/a | Atlas Reality, Inc. | | [Fidelity Investments](https://marlvel.ai/apps/fidelity-investments) | 4.5/5 | n/a | Fidelity Investments | | [Kalshi: Trade Events & Sports](https://marlvel.ai/apps/kalshi-trade-news-sports) | 4.7/5 | n/a | KalshiEX LLC | | [Webull: Investing & Trading](https://marlvel.ai/apps/webull-investing-trading) | 4.6/5 | n/a | Webull Technologies Pte. Ltd. | ## Company Profile - **Developer:** ANTONIO ORTIZ SORIANO - **Website:** [https://verilyz.blogspot.com/](https://verilyz.blogspot.com/) ## Data Sources & Links - **App Store:** [View on Apple Store](https://apps.apple.com/us/app/dividends-portfolio-tracker/id6748914621?uo=4) - **Dev Site:** [Official Website](https://verilyz.blogspot.com/) - **Sources:** Developer website content, App store metadata. ## Related Intel Reports - [*Polymarket*](https://marlvel.ai/apps/polymarket) (Polymarket) · 4.2/5 Rating - [*ATLAS:EARTH - Fun Cashback!*](https://marlvel.ai/apps/atlas-earth-fun-cashback) (Atlas Reality, Inc.) · 4.5/5 Rating - [*Fidelity Investments*](https://marlvel.ai/apps/fidelity-investments) (Fidelity Investments) · 4.5/5 Rating - [*Kalshi: Trade Events & Sports*](https://marlvel.ai/apps/kalshi-trade-news-sports) (KalshiEX LLC) · 4.7/5 Rating - [*Webull: Investing & Trading*](https://marlvel.ai/apps/webull-investing-trading) (Webull Technologies Pte. Ltd.) · 4.6/5 Rating - [*코인원 - 가상자산 거래소(비트코인, 이더리움, 테더)*](https://marlvel.ai/apps/coinone-co-kr-official) (Coinone) · 3.1/5 Rating - [*다트맨 - 전자공시 푸시알림*](https://marlvel.ai/apps/com-coreasset-stockhunter) (ORBIS Investment Advisors Co., Ltd.) · 2.1/5 Rating - [*디지로카(롯데카드)*](https://marlvel.ai/apps/com-lcacapp) (lottecard) · 2.5/5 Rating - [*บเรนนี่ เงินสด*](https://marlvel.ai/apps/com-finance-rennycorpoth) (RENNY CORPORATION COMPANY LIMITED) · N/A Rating - [*ศรีสวัสดิ์*](https://marlvel.ai/apps/com-srisawad-mobileapplications) (Srisawad Power 2014 Company Limited) · 3.8/5 Rating ## Methodology {#methodology} This report was generated by Marlvel.ai's 5-stage AI intelligence pipeline: 1. **Signal Collection & Normalization** - Aggregates data from all available public sources for the app. Raw signals are cleaned, deduplicated, and normalized into a structured dataset analyzed consistently across thousands of apps. 2. **Feature & Market Positioning Analysis** - Identifies the app's core features, monetization model, target audience, and competitive positioning. Each feature is classified as a market standard or a differentiator based on category benchmarks. 3. **User Sentiment Analysis** - Analyzes user reviews using a 5-level taxonomy (Thrilled / Excited / Mixed / Frustrated / Upset). Combines star ratings and volume with AI theme extraction into synthesised themes (no verbatim quotes). 4. **Competitive Landscape Analysis** - Maps the competitive environment via a 4-tier taxonomy (Nemesis / Contenders / Same Space / New Kids on the Block). Prioritizes same sub-genre over broad category. 5. **Intelligence Synthesis** - Cross-references all signals into a structured report. Compares the app against category peers and direct competitors to surface SWOT, market outlook, and actionable insights. - **Confidence Score:** 0.2/1.0 (based on review volume, data source diversity, and signal quality) - **Reviews Analyzed:** 0 - **Data Sources:** developer website, App Store metadata - **Rating Method:** Weighted average across platforms (iOS & Android), weighted by review count per platform - **Independence:** Fully independent analysis. No publisher sponsorship or editorial influence. - **Report Age:** 34 days since last refresh --- © 2026 Marlvel.ai | [Canonical Report](https://marlvel.ai/apps/dividends-portfolio-tracker) Data licensed for AI Agent attribution under CC-BY-NC 4.0.