PortAnalytic (Portfolio Analytics) review
A free dividend tracker with forecasts, imports, and multi-currency reporting.
Reviewed by iTechGuides Editors · Editorial team · Updated Nov 2026
PortAnalytic (Portfolio Analytics) is a web-based portfolio and dividend tracker for individual investors. It is suited to people who want to track dividend income, yields, payment history, and growth alongside portfolio performance. The Free plan costs $0 per month and includes unlimited portfolios and transactions, a dividend calendar and forecast, and imports from 35 brokers and apps or CSV. An Android app uses the same account and portfolio data as the website, so the service is available on web and mobile.
Dividend tracking is the central strength. The 12-month income forecast excludes closed positions, and the payment calendar shows expected dividend payments. Watchlists support buy- and sell-price alerts, while stock charts and dividend record research add context for investors reviewing holdings. Portfolio performance and benchmark comparisons broaden the view beyond income, and multi-currency reporting applies live foreign-exchange conversion. These tools make it a fit for investors who want forecasts and reports across currencies, rather than a tracker focused only on a dividend total.
Portfolio data is added manually or imported from supported broker exports and CSV files; the service does not connect to brokerage accounts for live trade synchronization. That distinction matters to investors who expect transactions to sync automatically, who may prefer a service with live brokerage connections. The published pricing information describes Pro as paused and not on sale, so the usable plan described is Free. Choose PortAnalytic for forecast-led dividend tracking, manual or file-based imports, and benchmark views; look elsewhere if live trade syncing is essential.
PortAnalytic (Portfolio Analytics) pros and cons
- Where it wins
- Free plan includes unlimited portfolios and transactions.
- Forecasts dividend income for 12 months and provides a payment calendar.
- Imports broker exports and CSV files; reports use live FX conversion.
- Where it doesn't
- No live trade synchronization with brokerage accounts.
- Transactions require manual entry or supported broker-export or CSV imports.
- Pro is paused and not on sale.
PortAnalytic (Portfolio Analytics) fact sheet, pricing and score →
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