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MerryDiv Pricing

Unlimited holdings, accounts, and transactions. Plus free auto-sync for your main brokerage.

MerryDiv is a dividend tracking app that connects directly to your brokerage accounts and automatically records every dividend payment. Instead of updating spreadsheets manually, you can see your total dividend income, historical payments, and projected passive income in one dashboard.

Whether you're a long-term dividend investor holding a few stocks or managing multiple brokerage accounts across platforms, MerryDiv has a plan designed for your portfolio size. Use the dividend growth calculator to project future income, track dividend aristocrats in your holdings, or monitor your full portfolio performance over time.

All plans — including Free — give you unlimited manual accounts and unlimited manual transactions to track any brokerage we don't auto-sync, with support for any stock on any exchange worldwide. Auto-sync covers US, Canadian, UK, and European brokerages via Plaid. Paid plans unlock more auto-synced brokerages, advanced dividend tracking (full history & trends), the dividend calendar with 12-month projections, and CSV export for deeper analysis.

Use code WELCOME100 at checkout for 1 month free on any paid plan!

Choose Your Plan

Free

$0forever

Track every dividend, automatically

Unlimited manual accounts
Unlimited holdings
Unlimited manual transactions
1 auto-synced brokerage (Roth, IRA, taxable + every sub-account at that institution)
Full calculator suite (DRIP, growth, income)
Stock pages with AI summaries
Basic dividend tracking
Dividend calendar (12-month projections)
Portfolio Insights (allocation by sector, type, country)
Export data to CSV
Get Started

Starter

$5.99/month

For investors with two brokerages

Unlimited manual accounts
Unlimited holdings
Unlimited manual transactions
2 auto-synced brokerages
Advanced dividend tracking (full history & trends)
Dividend calendar (12-month projections)
Portfolio Insights (allocation by sector, type, country)
Export data to CSV
Start Free Trial
Most Popular

Expert

$9.99/month

For serious dividend investors

Unlimited manual accounts
Unlimited holdings
Unlimited manual transactions
5 auto-synced brokerages
Advanced dividend tracking (full history & trends)
Dividend calendar (12-month projections)
Portfolio Insights (allocation by sector, type, country)
Export data to CSV
Start Free Trial

Ultimate

$19.99/month

For power users with large portfolios

Unlimited manual accounts
Unlimited holdings
Unlimited manual transactions
10 auto-synced brokerages
Advanced dividend tracking (full history & trends)
Dividend calendar (12-month projections)
Portfolio Insights (allocation by sector, type, country)
Export data to CSV
Start Free Trial
No credit card required 7-day free trial on paid plans Cancel anytime

Pricing Questions

No. The Free plan requires no payment information at all — just sign up and connect a brokerage account to start tracking dividends. Paid plans include a 7-day free trial, and you can cancel before the trial ends without being charged.
Yes. You can upgrade, downgrade, or cancel your subscription at any time from your account settings. If you upgrade, you get immediate access to the higher tier's features. If you downgrade or cancel, the change takes effect at the end of your current billing period so you keep access for the time you've already paid for.
On the Free plan, your dividend chart shows the last 6 months. Your underlying transactions are always stored in full — you can enter unlimited manual transactions and we never delete data. Upgrading to any paid plan starting at $5.99/mo expands the dividend chart to your full history, unlocks the 12-month dividend calendar, and adds Portfolio Insights (allocation by sector, security type, and country across all your accounts).
It depends on how many brokerages you use and how much of your dividend history you want to chart. The Free plan auto-syncs one brokerage (every sub-account: Roth IRA, Traditional IRA, taxable, etc.) plus unlimited manual accounts and unlimited manual transactions for any other brokerage, with a 6-month dividend chart. If you want the full dividend chart history, multi-brokerage auto-sync, the dividend calendar with 12-month projections, and Portfolio Insights, Starter at $5.99/mo covers most beginning investors. Expert and Ultimate add more auto-synced brokerages for users who keep accounts at many brokers.
MerryDiv uses Plaid, the same secure infrastructure used by thousands of financial apps, to connect to your brokerage accounts. Plaid uses bank-level encryption and never shares your login credentials with MerryDiv. You can disconnect any account at any time from your settings. Learn more on our Security page.
Auto-sync supports brokerages across the US, Canada, UK, and Europe through Plaid — including Fidelity, Charles Schwab, Vanguard, E*TRADE, Robinhood, Merrill Edge, Interactive Brokers, and many more. For brokerages outside Plaid's coverage, you can manually add holdings from any stock exchange worldwide. If your brokerage isn't listed during setup, you can reach out and we'll look into adding support.
Portfolio Insights shows your full portfolio allocation across sectors, security types, and countries — combined across every account you've connected. It helps you spot concentration risks and overlap that your individual brokerage views don't show. Available on all paid plans.
Annual plans are coming soon. Sign up for a monthly plan now and you'll be the first to know when annual pricing is available — we'll send you an email as soon as it launches.