CompounderHQ

Dividend, income & quality-growth tracking across every account—now with expanded income-ETF coverage and accurate weekly-payer yields & Section 19(a) tax treatment.

CompounderHQ is the dividend, income, and quality-growth tracker for serious investors who hold US-listed securities — and who care about the math the other apps skip.

It's the only consumer tracker that reads SEC Section 19(a)-1 notices for covered-call ETFs. Your JEPI, JEPQ, SPYI, QQQI, XDTE, ULTY, XYLD, QYLD, DIVO and SVOL distributions are split correctly into qualified dividends, ordinary income, return of capital, and Section 1256 gains — and return-of-capital automatically reduces your cost basis at the lot level. So your after-tax income forecast reflects what you'll actually owe, not a naive yield × shares guess.

THREE THINGS NO OTHER TRACKER DOES

• Section 19(a)-1 covered-call ETF tax intelligence — distribution-class breakdown on every payout, per-lot ROC basis adjustment, disclosure-grade audit trail.

• Multi-account, specific-lot tax accounting — Taxable, Trad IRA, Roth, 401(k), HSA plus 19 international wrappers (NISA, iDeCo, ISA, SIPP, SRS, MPF, IRP, NPS, PPF…) are real entities, not labels. Every lot tracked by FIFO, LIFO, min-tax, max-tax, or average cost.

• Forward 12-month after-tax income, per residency — project next year's dividends after federal, state-equivalent, and treaty withholding across 9 residencies, with the Foreign Tax Credit modelled. Tax-advantaged accounts shelter domestic tax only — US withholding still applies, and you'll see it.

BUILT FOR THE COMPOUNDER • Compounder Score 0–10 — the umbrella over three lenses (Income, Growth, Value) anchored by a Quality gate; drill into each lens per holding • Covered-call ETF income scoring — distribution coverage, consistency, and NAV-trend, so you can tell a durable income vehicle from a yield trap • 13F guru ownership — see which of 20 tracked investors own each stock, plus a Guru Consensus screen • Quality-Growth screener with lens filters + a Margin-of-Safety view • Capital allocation — owner earnings + real buyback yield (net of SBC dilution) • Income Goal & FIRE date — year-by-year DRIP simulation • Portfolio X-Ray — your true exposure behind every ETF • Face ID / Touch ID app lock + a Lock Screen & Dynamic Island portfolio ticker • Dividend Calendar with inline Section 19(a)-1 distribution chips • Withdrawal sequencing + year-end tax-harvest view • CSV import for 8 brokers (Fidelity, Schwab, Vanguard, IBKR, SBI, Rakuten, Monex + generic) • Ex-dividend & earnings alerts, home-screen widgets, deep links

WHY COMPOUNDERHQ Empower routes your data to advisors. Snowball charges up to $250/yr. Sharesight is backward-looking accounting. Copilot is built for budgeting. CompounderHQ gives you institutional-grade, forward-looking dividend and tax math — at $39.99/yr, with zero advisor calls.

PRIVACY FIRST On-device by default (SwiftData). Optional iCloud sync stays in your private database — we can't read it. No analytics, no advertising IDs, no third-party SDKs.

PRICING Start with a 14-day free trial — full access to everything: unlimited accounts & positions, the Income / Growth / Value lenses, after-tax income forecast, covered-call ETF tax + income scoring, Quality-Growth screener, 13F guru ownership, Portfolio X-Ray, all alerts, DRIP, and unlimited CSV import. After the trial, CompounderHQ Pro is $39.99/year.

Pro is an auto-renewable annual subscription. Payment is charged at the end of the 14-day free trial unless cancelled at least 24 hours before it ends, and renews annually unless cancelled at least 24 hours before the period ends. Manage or cancel in iOS Settings.

CompounderHQ is an information & analytics tool for US-listed securities only. It is not financial, tax, or investment advice.

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