Choose your DividendIQ plan
How checkout works
Pick a plan and continue to secure checkout. After payment, DividendIQ confirms your entitlement and returns you to the app.
Plans
Feature comparison
| Feature | Free | Starter $79.99/yr |
Pro $179.99/yr |
Pro+ $299.99/yr |
|---|---|---|---|---|
| Portfolios | 1 | 3 | 10 | Unlimited |
| Holdings per portfolio | 10 | Unlimited | Unlimited | Unlimited |
| Watchlists | 1 | 2 | 5 | Unlimited |
| Dividend calendar | ✓ | ✓ | ✓ | ✓ |
| Retirement income planner | ✓ 1-yr | ✓ 5-yr | ✓ 10-yr | ✓ 30-yr |
| Advanced tax-aware drawdown | — | — | ✓ | ✓ |
| Safe Withdrawal Rate Explorer | ✓ Generic grid | ✓ Personalized | ✓ Two-lens + reverse + "Use this rate" | ✓ Two-lens + reverse + "Use this rate" + per-portfolio SWR |
| Per-portfolio drawdown & state tax | — | — | — | ✓ |
| Payout history | 3 months | 12 months | 60 months | Unlimited |
| Broker import presets | — | ✓ | ✓ | ✓ |
| Weekly summary email | — | ✓ | ✓ | ✓ |
| Sensitivity & growth tabs (edit) | — | ✓ | ✓ | ✓ |
| DivIQ Score (any ticker) | Starter universe | Starter universe | Full universe | Full universe |
| Multi-currency portfolios | — | — | ✓ | ✓ |
| Public portfolio share | — | — | ✓ | ✓ |
| Monte Carlo projections | — | — | ✓ | ✓ |
| Growth migration wizard | — | — | ✓ | ✓ |
| ETF look-through holdings | — | — | ✓ | ✓ |
| Ex-date alerts | — | — | ✓ | ✓ |
| Web push notifications | — | — | ✓ | ✓ |
| Macro Lens | — | — | — | ✓ |
| Custom alert rules | — | — | — | ✓ |
| API access | — | — | — | ✓ |
| Priority support | — | — | — | ✓ |
Billing & eligibility
United States only. DividendIQ is currently available to residents of the United States.
Auto-renewal. Paid plans are billed monthly or annually and renew automatically at the then-current price until you cancel. You can cancel anytime and your plan stays active through the end of the current billing period.
Refunds. Annual plans include a 7-day money-back guarantee; monthly plans can be cancelled anytime. See our Refunds & Cancellation policy for full details.