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Dividends - Portfolio Tracker

Dividends - Portfolio Tracker

By ANTONIO ORTIZ SORIANO

Dividends - Portfolio Tracker is a manual, local-storage portfolio management tool for dividend investors on iOS.

The App DNA

What makes this app unique?

The app removes the privacy friction of linking broker accounts, serving investors who prefer manual control over their financial data.

For Individual dividend investors seeking a manual, privacy-focused alternative to spreadsheets for tracking passive income.

What does it look like?

Key features

Portfolio Value Trackingstandard

Aggregates holdings to display total value, returns, and yield on cost in a single dashboard.

Dividend Calendaredge

Displays upcoming ex-dividend and payment dates for tracked stocks.

Local Data Storageedge

Stores all financial information on the device without requiring broker account linkage.

How much does it cost?

freeFree access to all features

The app is currently offered for free with no visible subscription or IAP gates.

Velocity

Dormant developmentinternationalizationperformanceShow more...

Dividends - Portfolio Tracker has been inactive for 340 days, placing it firmly in the zombie category. The most recent release provided minor bug fixes and expanded currency support for Switzerland, but no further development has been observed since. Given the lack of updates for nearly a year, the app is currently in a state of total stagnation.

See all version history

Who built it?

ANTONIO ORTIZ SORIANO

6 apps tracked · Finance

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User Sentiment

What do users think recently?

How are ratings & reviews evolving?

App Store
0.00 · 0

Not enough recent reviews to extract reliable themes yet.

Read the full review analysis

Competition

Competitive landscape for Dividends - Portfolio Tracker

How's the Finance market?

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.

Read the market outlook

The rivals identified

Unlock the deeper market read.

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The Analyst's Read

Key takeaways for Dividends - Portfolio Tracker

Where is it heading?

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.

The SWOT

Core Strengths
  • Local-only data storage removes broker-linkage friction.
  • Dividend calendar visualization provides clear payout tracking.
Critical Frictions 2 weaknesses inside
Growth Levers
  • Adding cloud-based backup would resolve local-only data loss risks.
  • Implementing premium automated syncing would capture efficiency-seeking users.
Market Threats 1 threat identified

Next best moves

1 Maintain

Audit user retention because the 340-day update gap suggests a high churn risk → stabilize the user base.

The counter-intuitive read

The app's lack of broker integration is not…

Read the full take

Since the last report: 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.

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.

Unlock 2 critical frictions, 1 market threat and the analyst’s take.

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Sources

  1. [1] App Store, source

Report last updated

Disclosure: Independent intel to help mobile builders succeed.

AI-powered analysis with automated quality gates, built from publicly available sources. Marlvel.ai is not affiliated with, endorsed by, or sponsored by Dividends - Portfolio Tracker, its developer, the app publisher, Apple, or Google Play. All trademarks, logos, and screenshots referenced remain the property of their respective owners.

What's new

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.

shifted

Outlook Trend Downgrade

added

Expanded SWOT Analysis

shifted

Executive Summary Tone

Cite this report

Marlvel.ai. “Dividends - Portfolio Tracker Intelligence Report.” Updated Aug 27, 2026. https://marlvel.ai/apps/dividends-portfolio-tracker

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