Please enter your order number to activate your license.
Please enter your order number to activate your license.
Terms of Use
Please review our terms before getting started with DivPlanner
Please review our terms before getting started with DivPlanner
Portfolio Management Tool
DivPlanner helps you organize and track your dividend portfolio. This tool is designed for personal portfolio management and does not provide investment advice or recommendations.
For Tracking Purposes
All calculations and projections are informational tools to help you understand your portfolio. These should supplement, not replace, your own research and professional guidance when making investment decisions.
Data Verification
We recommend cross-referencing all data with your official brokerage statements and financial documents. This ensures the most accurate tracking of your actual holdings and performance.
Software Accuracy
While we work hard to ensure accuracy, all software may have occasional bugs or calculation differences. We encourage you to verify important calculations independently.
Professional Guidance
For investment decisions, tax planning, or portfolio strategy, consider consulting with qualified financial professionals who can provide personalized advice based on your specific situation.
Your Responsibility
As with any financial tool, you remain responsible for your investment decisions. DivPlanner is designed to help organize information, but investment choices are always yours to make.
Investment Risks
Remember that past performance doesn't predict future results, and all investments carry risk. DivPlanner helps you track your portfolio, but market conditions are always changing.
By continuing, you understand that DivPlanner is a portfolio tracking and organization tool designed to help you manage your dividend investments. You acknowledge that all investment decisions remain your responsibility.