Organizing Dividends, Earnings, and Portfolio Data: Insights from Reddit and 2025 Research

Reddit users suggest broker apps/websites as a starting point for tracking [11], with some joking about lack of diversification simplifying tracking and others referencing analog methods like paper/post-it notes [11].

2025 research highlights tools like Getquin (free portfolio tracking and dividend calendars [1], [2]), Empower, Ziggma, TrackYourDividends, TipRanks (earnings calendars [3]), Stock Analysis [4], and Yahoo Finance as key integrated solutions. Experienced investors prefer customizable spreadsheet systems [6-10] combining dividend tracking, earnings calendars, and performance analytics, often automated for real-time updates.

Reddit users’ preferences align with research: broker tools are accessible for basic tracking, but spreadsheets remain a staple for control. Apps like Getquin address the Reddit user’s request for cleaner alternatives by offering unified dashboards [11].

Risks include tool outages/data gaps and spreadsheet manual errors. Opportunities exist to adopt integrated apps (Getquin [1]) or customize spreadsheets [6-10] to balance automation and control.