Yieldly
Yieldly: A mobile dividend tracker with screening, income projections, and DRIP modeling. Ranked #12 of 30 in Dividend Tracking Apps by our editors (7.1/10); pricing: Free plan; best for mobile investors wanting screening, forecasts, and DRIP.
At a glance
- Editor score7.1 / 10
- PricingFree plan
- Best forMobile investors wanting screening, forecasts, and DRIP
- Free planYes
- Income projectionsYes
- Facts checked14 Nov 2026
Where it wins
- Screen dividend stocks by sector, index, and several filters.
- Project portfolio income and model dividend reinvestment.
- Import CSV holdings from Fidelity, Charles Schwab, and Merrill Lynch.
Where it doesn't
- Free plan limits portfolios and holdings.
- Pro pricing is shown in-app and varies by region.
- CSV imports are limited to portfolio data; broker connections are not listed.
Our verdict on Yieldly
Yieldly is a mobile app for tracking dividend-paying stocks and portfolio income, aimed at investors who want screening, calendars, forecasts, and reinvestment modeling in one place. It runs on iOS and Android, with coverage for dividend securities on exchanges in the US, India, the UK, and Canada. Users can add holdings manually or import a CSV, then track cost basis, transaction lots, performance, and watchlists. The free plan includes stock search and core data, a dividend calendar, and up to two portfolios with 25 holdings each; optional cloud sync is available after sign-in.
Its standout value is connecting research with portfolio planning. Search filters cover yield, price, market capitalization, and payment frequency, while stock views include dividend history, yield trends, payout ratios, and payment dates. Calendar views show ex-dividend and payment dates by month or list. Portfolio projections estimate monthly and annual income, with per-holding breakdowns, and DRIP modeling lets investors explore reinvestment. Alerts cover ex-dates, pay dates, and dividend changes or announcements. AI answers can respond to stock-related questions with linked sources, though the core workflow remains dividend tracking rather than broad investment management.
Yieldly Pro adds full discovery lists and advanced filters, detailed analytics and full dividend and yield history, unlimited portfolios and holdings, advanced alerts, and priority support. According to the vendor's pricing notes, Pro pricing and trial availability vary by region and appear in the app. CSV import is described for files from Fidelity, Charles Schwab, and Merrill Lynch; these are file imports rather than stated direct account connections. That makes Yieldly a fit for solo mobile investors comfortable managing their own data and wanting dividend-specific forecasting. Investors who need desktop access, direct broker syncing, or a published Pro price should compare alternatives.
Your product? Our editors can test Yieldly in depth and publish a review, labelled as paid · from $149/mo →
Yieldly pricing
All 2 Yieldly plans and prices →
Yieldly fact sheet
| Free plan | Yes |
|---|---|
| Paid from | Not verified |
| Dividend calendar | Yes |
| Income projections | Yes |
| Reinvestment modeling | Yes |
| Supported markets | Global |
| Portfolio import | Csv |
| Holding limit | Not verified |
| Deployment | Mobile, Cloud |
| Platforms | iOS, Android |
| Support | |
| Built for | Solo (editorial estimate) |
| Integrations | 3 integrations: Fidelity (CSV import), Charles Schwab (CSV import), Merrill Lynch (CSV import) |
| Pricing | Free plan (source) |
| Website | yieldly.org |
| Facts checked | 14 Nov 2026 |
Yieldly integrations
Yieldly lists 3 integrations on its own site.
- Fidelity (CSV import)
- Charles Schwab (CSV import)
- Merrill Lynch (CSV import)
Alternatives to Yieldly
- Snowball AnalyticsA broad portfolio suite with dividend tools, imports, analytics, and mobile apps.8.9
- SharesightA mature portfolio tracker with automatic dividends and reporting, but limited forecasting emphasis.8.7
- getquinA broad wealth tracker with dividend calendars and forecasts, not a dividend-first app.8.3
See all Yieldly alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Nov 2026
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