FinanceForest: Portfolio

Take control of your dividend income with Finance Forest: Portfolio — the tracker built specifically for dividend investors.

GETTING STARTED Finance Forest uses the free Tiingo API to fetch stock prices and dividend history. You'll need a free Tiingo account and API key to load data — the in-app setup guide walks you through it in under two minutes.

TRACK EVERY DOLLAR OF DIVIDEND INCOME Organize your holdings into multiple portfolios and see exactly how much dividend income each stock delivers. View your total portfolio value, unrealized gains, yield, and yield on cost — all at a glance.

SEE YOUR DIVIDENDS ON A CALENDAR A color-coded calendar shows you precisely when each dividend payment lands. Tap any day to see the full breakdown — no more guessing when your next payout arrives.

FORECAST 12 MONTHS OF INCOME Finance Forest analyzes your dividend history and payment patterns to project your income month by month for the next year. See which months are your highest earners and which stocks contribute most.

CHARTS THAT TELL THE STORY Interactive charts show your portfolio allocation, income history (monthly or quarterly), per-share dividend trends, and price history — all built with Apple's native Charts framework for smooth, responsive visuals.

SYNCS ACROSS ALL YOUR DEVICES Your portfolios and holdings sync automatically via iCloud. Add a stock on your iPhone, see it on your iPad instantly. Price and dividend history is fetched fresh on each device so nothing bloats your iCloud storage.

POWERED BY FREE MARKET DATA Finance Forest uses the Tiingo API (free tier, no credit card required) for end-of-day stock prices and dividend history. Prices update once per market day — data is not real-time. Everything is cached locally so you can browse your portfolios offline.

YOUR DATA, YOUR WAY Export all your portfolios, stocks, and dividend history as JSON for backup or migration. Import it back anytime. API keys are stored securely in the iOS Keychain — never exposed, never shared.

From Finance Forest — helping you learn to invest, one tree at a time. Visit abitofeverything.tech/financeforest to learn more.