Challenges dividend investors face with their finances
Specific solutions for dividend investors
Problem: Fragmented dividend income
Connect all brokerage accounts and see total dividend income across every holding in one view. Filter by account, sector, or holding.
Problem: Cost basis for yield tracking
FIFO cost basis tracking maintains your original purchase price on every lot — calculate true yield on cost, not yield on current price.
Problem: Dividend growth visibility
Portfolio snapshots track your total value daily. See dividend income trends and portfolio growth charted over months and years.
Problem: DRIP cost basis complications
Reinvested dividend shares are tracked as separate lots with proper cost basis, keeping your tax calculations accurate.
Total dividend income across all accounts. Filter by holding, sector, or time period.
FIFO lot matching with proper DRIP share cost basis for accurate yield-on-cost calculations.
Daily portfolio value tracking. See growth trends over months and years.
Brokerage, retirement, and taxable accounts — all dividend holdings in one place.
See total monthly dividend income across Vanguard, Schwab, and Fidelity accounts
Track yield on cost for core holdings purchased at different price points over the years
Monitor portfolio value growth with daily snapshots over a 5-year investment horizon
Generate tax reports for dividend income and DRIP share cost basis at year end
“I've been building a dividend portfolio for 8 years across 3 brokerages. Clarity shows me total income, yield on cost, and growth — exactly what a dividend investor needs.”
Patricia H.
Dividend growth investor
Yes. When you connect your brokerage accounts, Clarity syncs your transactions including dividend payments. You can see total dividend income by holding and time period.
Clarity tracks your cost basis on every lot via FIFO. With your original purchase prices and current dividend rates, you can calculate yield on cost for each position.
Yes. Dividend reinvestment shares are synced as separate lots with their own cost basis, maintaining accuracy for tax reporting and yield calculations.
Clarity shows historical dividend income trends. Combined with your current holdings and recent payout data, you can project forward annual income.