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FinanceForest: Portfolio

5.0

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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