Easily track and optimize your
dividend income

Great question - especially for investors managing larger or multi-account portfolios. Plainzer offers several flexible options for importing your holdings and transaction history. The fastest and most convenient method is using CSV file import. We currently support pre-built templates for many popular brokerages - Ally Invest, Charles Schwab, Fidelity, Interactive Brokers, Revolut, Robinhood, Tastytrade, Trading 212, Webull, and XTB. You can also use our custom CSV template if your brokerage isn’t on the list. If you need help formatting your file or have a unique export format, just contact our support team - we’re happy to assist or expand our template support. Prefer to do it manually? No problem - Plainzer also allows you to manually enter transactions one by one, giving you full control without needing to upload any files. Whether you're just getting started or importing years of data, we've made the process as simple and flexible as possible.

Plainzer supports over 12,000 stocks and ETFs listed on major U.S. stock exchanges, including the NYSE and NASDAQ. We also provide coverage for a wide range of popular mutual funds, making it easy to track diverse types of investment assets in one place. Our goal is to offer broad and accurate market coverage for U.S.-based investors. If you come across a ticker that isn't currently supported, our team is happy to help - simply reach out to support, and we’ll do our best to add it promptly. We're continuously expanding our coverage to support even more assets over time.

Plainzer automatically adjusts your portfolio to reflect stock splits, so you don’t have to manually update your holdings. When a stock split occurs, Plainzer recalculates the number of shares and the cost basis accordingly, ensuring your portfolio data remains accurate and up to date. This way, you can focus on tracking your investments without worrying about corporate actions affecting your records.

Plainzer offers a free version that includes 1 portfolio with up to 50 transactions and 10 holdings – perfect for trying out the platform and seeing if it fits your needs. While the free plan gives you access to essential features, some advanced functionality is limited or disabled. To unlock the full power of Plainzer, including unlimited portfolios and transactions plus premium insights, you can subscribe starting at $8 per month – and save 20% with an annual subscription. This way, you get the best value and the most comprehensive tools to manage and grow your dividend portfolio.

Yes, you can cancel or change your subscription at any time without any restrictions or penalties. Whether you want to upgrade, downgrade, or stop your subscription, it’s easy to manage directly from your account settings. Your changes will take effect immediately or at the end of your current billing period, depending on the option you choose. We want to give you full control and flexibility so you can use Plainzer on your terms.

Plainzer is much more than a standard dividend tracker. While it excels at helping you monitor upcoming dividends and forecast income, it also provides a comprehensive view of your entire investment portfolio - including assets that don’t generate dividends. With Plainzer, you can analyze long-term performance metrics, track total returns, view your dividend yield and yield on cost, and monitor diversification across sectors or asset types. The platform also highlights key corporate actions like ex-dividend and payout dates, so you never miss an important event. On top of that, Plainzer offers smart insights and visual dashboards to help you understand trends, risks, and opportunities in your portfolio. Whether you're focused on dividend income, growth, or a mix of both, Plainzer gives you the tools to stay informed and in control.

At Plainzer, the security of your data is our top priority. All information is stored on encrypted servers located in the United States, and we never share or sell your data to third parties. We intentionally do not offer automatic synchronization with brokerages, as such functionality may introduce potential security risks and often requires access to your brokerage credentials. Instead, we recommend using CSV files to import your transactions - a simple, secure, and fully controlled method. You always retain full control over your data, and you can request permanent deletion at any time via the Settings page or by contacting our team. We are committed to transparency, safety, and giving every investor peace of mind.