How to Join FinanceForest: Portfolio Beta on iOS
About FinanceForest: Portfolio
Take control of your dividend income with Finance Forest: Portfolio — the tracker built specifically for dividend investors.
GETTING STARTED
Finance Forest uses the free Tiingo API to fetch stock prices and dividend history
You'll need a free Tiingo account and API key to load data — the in-app setup guide walks you through it in under two minutes.
TRACK EVERY DOLLAR OF DIVIDEND INCOME
Organize your holdings into multiple portfolios and see exactly how much dividend income each stock delivers
View your total portfolio value, unrealized gains, yield, and yield on cost — all at a glance.
SEE YOUR DIVIDENDS ON A CALENDAR
A color-coded calendar shows you precisely when each dividend payment lands
Tap any day to see the full breakdown — no more guessing when your next payout arrives.
FORECAST 12 MONTHS OF INCOME
Finance Forest analyzes your dividend history and payment patterns to project your income month by month for the next year
See which months are your highest earners and which stocks contribute most.
CHARTS THAT TELL THE STORY
Interactive charts show your portfolio allocation, income history (monthly or quarterly), per-share dividend trends, and price history — all built with Apple's native Charts framework for smooth, responsive visuals.
SYNCS ACROSS ALL YOUR DEVICES
Your portfolios and holdings sync automatically via iCloud
Add a stock on your iPhone, see it on your iPad instantly
Price and dividend history is fetched fresh on each device so nothing bloats your iCloud storage.
POWERED BY FREE MARKET DATA
Finance Forest uses the Tiingo API (free tier, no credit card required) for end-of-day stock prices and dividend history
Prices update once per market day — data is not real-time
Everything is cached locally so you can browse your portfolios offline.
YOUR DATA, YOUR WAY
Export all your portfolios, stocks, and dividend history as JSON for backup or migration
Import it back anytime
API keys are stored securely in the iOS Keychain — never exposed, never shared.
From Finance Forest — helping you learn to invest, one tree at a time
Visit abitofeverything.tech/financeforest to learn more.
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