Your dividends deserve
better tracking.
Stop wrestling with spreadsheets. Holdsmith gives you real-time dividend analytics, income forecasting, and portfolio insights — all automated.
Free during beta · No credit card required
See your income at a glance.
A clean, purpose-built dashboard that answers the questions dividend investors actually ask.
76% of your income comes from A or B rated holdings.
Built by dividend investors, for dividend investors.
We got tired of stitching together spreadsheets, brokerage exports, and manual calculations. So we built the platform we always wanted.
Connected to Plaid for auto-sync
Link your brokerage accounts and positions update automatically throughout the day.
Real-time prices from IEX
Live stock prices streamed via WebSocket. No more stale data or manual refreshes.
No more spreadsheet nightmares
Automated calculations for yield, income projections, DRIP, and tax-loss harvesting.
AI Index Builder
Describe your investment thesis in plain English and get a curated list of dividend stocks that match your criteria.
Your Holdings, Real-Time
Every position tracked with live prices, dividend yield, safety ratings, and upcoming payment dates.
Everything your spreadsheet can't do.
Holdsmith brings institutional-grade dividend analytics to individual investors. Track, analyze, and forecast your passive income with tools built for this purpose.
Dividend Calendar
See every ex-date, record date, and payment date across your entire portfolio. Never miss a dividend event again.
Portfolio News
AI-curated news for your specific holdings with sentiment scoring. Know immediately when something affects your income.
Income Projections
Model your future dividend income with adjustable growth rates, DRIP reinvestment, and annual contribution scenarios.
See how Andrei Jikh's portfolio performs on Holdsmith
We recreated his public dividend portfolio so you can explore the platform before signing up.
“I tracked 180 positions across three accounts in a massive Google Sheet. Holdsmith replaced all of it in about ten minutes. The income forecast alone was worth switching.”
“The safety ratings flagged one of my holdings as a D grade. I researched it, found the payout ratio was unsustainable, and sold a week before they announced a 40% dividend cut.”
Your dividends are compounding.
Are you?
Join thousands of income investors who upgraded from spreadsheets to Holdsmith. Free during beta — no credit card required.