Yieldly review
A mobile dividend tracker with screening, income projections, and DRIP modeling.
Reviewed by iTechGuides Editors · Editorial team · Updated Nov 2026
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.
Yieldly pros and cons
- 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.
Yieldly fact sheet, pricing and score →
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