● Free tier · Pro from $9/mo · Use code BETA50 for 50% off Pro for life

See exactly what your portfolio will pay you next year — DRIP-compounded.

Every account, every payment date. The dividend tracker built for FIRE investors who care about income — not price chaos.

Start here — sign up free Try the demo (no signup)
No credit card No brokerage credentials Encrypted in transit and at rest
Lensfolio dashboard showing a $56,648 portfolio with 7 holdings, forward 12-month dividend income of $2,960, +11.99% unrealized gain, the sticky left sidebar with Dashboards / Investments / Dividends / Strategy navigation, the Ball-in-Court action queue on the right surfacing dividend rate changes with forecast impact, ex-dividend tracking decisions, and stale-price reminders, and a portfolio trend chart growing from $0 in late 2023 to $56,648 in mid-2026.

Add a holding in 5 seconds

Type a ticker. We fill in the name, current price, dividend rate, frequency, and next ex-dividend date automatically.

⚡ Quick Add Holding
|
Schwab US Dividend Equity ETF
$28.50 ✓ live
$0.84 · Quarterly
2026-06-18 34 days away
One ticker. Everything else populates from your provider. No spreadsheet, no copy-paste from broker statements.

Why dividend investors are switching

Most trackers obsess over price. Lensfolio obsesses over the income that actually funds your freedom.

Differentiator

12-month DRIP-aware income forecast

Project exactly what your portfolio will pay you over the next year — with DRIP compounding modeled per holding, per account. See the snowball roll forward in real numbers, not vague percentages.

Differentiator

Multi-account DRIP control

Hold the same stock in Roth, Traditional, and Taxable. Reinvest in tax-advantaged accounts, take cash in taxable. Lensfolio is the only tracker built around the way real DGI investors actually structure positions.

Differentiator

Tiered employer match modeling

Real 401(k) match structures aren't simple. Model tiered matches with per-period caps, annual caps, and YTD-already-received. Forecast how your full contribution stack — yours plus your employer's — accelerates your timeline.

Differentiator

Track NAV-priced 401(k) funds

Most trackers only handle assets with a public ticker. If your 401(k) holds an institutional-class fund — "SP 500 INDEX PL CL D," a target-date series, a stable-value fund — Lensfolio tracks its growth from your statements. Manual updates, full history, real compounding alongside the rest of your portfolio.

From zero to forecast in five minutes

No spreadsheets. No CSV wrestling. No connecting your broker.

Add a holding

Type a ticker and the number of shares you own. Lensfolio fills in the price, frequency, and next ex-dividend date automatically.

SCHD · 300 shares · Quarterly

Pick your account type

Roth, Traditional, Taxable — and whether to reinvest dividends or take cash. You can change it per holding, per account.

Roth IRA · DRIP: On

See your snowball

Lensfolio shows your forward 12-month income, every upcoming payment, and how DRIP compounds your shares quarter after quarter.

12-Mo Income: $11,842 (+$847 with DRIP)

Project the path to FIRE

Model recurring contributions, tiered 401(k) match, and one-off purchases on top of DRIP. The Strategy Forecast compounds it all together so you see — in dollars, not percentages — when each FIRE goal lands.

$847k → $1.2M in 8.4 years

Plus the table-stakes you'd expect

Everything you need under the hood — done quietly, done right.

Dividend calendar

Every upcoming ex-div and pay date in one view, with confirmation tracking.

NAV growth projections

Built for funds that auto-reinvest dividends inside the fund — target-date funds, 401(k) institutional shares, and most mutual funds — where investors only see a changing NAV.

Cloud sync across devices

Sign in anywhere. Phone, laptop, tablet — same data, encrypted in transit and at rest.

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Encrypted in transit and at rest

HTTPS everywhere. Database storage encrypted by Supabase. Passwords are hashed — we never see them.

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No ads. No data sold. No tracking.

We make money from subscriptions, not from you. Zero third-party trackers, zero advertising cookies.

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No brokerage credentials needed

You enter what you want to track — manually or via bulk import. Lensfolio never connects to your broker.

C

I'm Carlos. I built Lensfolio for myself first.

Founder · Dividend investor · Tired of spreadsheets

I'm a FIRE-pursuing dividend investor and I'd been running my portfolio in a tangled Google Sheet for years. The problem wasn't that the math was hard — it was that the math kept breaking every time a stock hiked its dividend, every time DRIP added new shares, every time I added an account.

Lensfolio is the tool I wished existed. It's intentionally narrow: it's for people building toward financial independence on dividend income, and it focuses on the specific things that crowd cares about. If that's you, I'd love your feedback. Email me directly at hello@lens-folio.com — I read every message.

Simple, honest pricing

Free works for most people. Pro is for serious dividend stacks that have outgrown a spreadsheet.

Free

Everything you need to get started.

$0/forever

No credit card, no expiring trial

  • 1 portfolio
  • 10 dividend stock / ETF holdings
  • 1 mutual fund (NAV) holding
  • 1 FIRE goal
  • Recurring contributions (401k, IRA, taxable)
  • Basic dividend calendar
  • Monthly dividend income view
  • 12-month DRIP-aware forecast
  • Cloud sync across devices
Start free

Free vs Pro — what changes when you upgrade

Feature Free Pro
Portfolios (Taxable, IRA, 401k, etc.) 1 Unlimited
Dividend stock / ETF holdings Max 10 Unlimited
Mutual fund (NAV) holdings Max 1 Unlimited
FIRE goals Max 1 Unlimited
Dividend calendar — every ex-div + pay date
Monthly dividend income view
Cloud sync across devices
12-month DRIP-aware income forecast
FIRE drawdown modeling
One-off purchase scenarios
Ex-dividend dates planner
NAV-to-per-share conversion
Dividend coverage scenarios
CSV import for bulk transactions
Tax-lot tracking
DRIP reinvestments auto-recorded from transactions — no manual lot entry
Multi-account DRIP control (per-portfolio)
Tiered employer match modeling
Priority email support · feature votes

Stuck on the fence? Start free, upgrade the minute you hit a cap — your data carries over, no re-entry.

Ready to see your snowball roll forward?

Sign up free and have a forecast running in five minutes. Pro is one click away when you outgrow the free tier.

Start here — sign up free Try the demo
No credit card required. Free tier is free forever.

Why dividend investors need a different kind of tracker

Most portfolio trackers were built for one question: "What is my account worth right now?" That's the wrong question for dividend investors. The right question is: "What is this account going to pay me over the next 12 months — and how does that compound?"

If you've ever tried to answer that in a spreadsheet, you know the pain. You have to model ex-dividend dates per holding, frequency, DRIP shares purchased at varying prices, employer match across multiple accounts, and the tax-advantaged structure that determines whether each dollar gets reinvested or banked. Then your stocks announce a dividend hike, and the whole sheet drifts out of sync.

What changes when forecasting is the default

Lensfolio treats forward income as the primary metric, not a footnote. Every screen — dashboard, calendar, strategy, snapshots — orients around when payments arrive and how much. Add a holding and you immediately see: "This adds $X to your forward 12-month income." Hike your contribution and you see how the compound curve bends.

That reframing matters because dividend investing is a long game. Price will swing 30% in a bad year. Your dividend stream usually doesn't. A tracker that highlights price chaos and buries income is fighting your strategy, not supporting it.

How DRIP-aware forecasting actually works

Most trackers — even the paid ones — show you a flat projection: "You earned $X in dividends this year, so next year will be $X." That's wrong on two fronts. It ignores DRIP-purchased shares (which add to next year's payments) and ignores dividend rate changes (most quality dividend payers raise their distribution annually).

Lensfolio compounds DRIP at the per-payment level. When SCHD pays you $200 in March and you reinvest at $28.50, those new 7 shares are immediately included in your June calculation. Over a year, that's the difference between projecting $11,000 and actually receiving $11,847. Over a decade in your accumulation phase, it's the difference between hitting your FIRE number on schedule and missing it by 18 months.

Same portfolio. Same 12 months. Two projection models. How standard trackers project a flat year vs how Lensfolio compounds DRIP at every payment.
Static vs DRIP-aware cumulative dividend income over 12 months $12K $9K $6K $3K $0 Start Q1 Q2 Q3 Q4 / Year-end Static: $11,000 DRIP-aware: $11,847 Static projection Lensfolio DRIP-aware
+$847 over one year. +7.7% across the curve. Both models start the same way. Static assumes share count never changes — every quarter pays the same $2,750. Lensfolio reinvests each payment into the next quarter's calculation, so Q2 pays slightly more than Q1, Q3 more than Q2, and Q4 captures the full compounding effect. Over a 10-year accumulation phase, this gap is the difference between hitting your FIRE number on schedule or missing it by 18 months.

What FIRE-pursuing dividend investors actually need

The FIRE crowd that prefers dividend growth (DGI) over total-return indexing has a specific set of needs that mass-market tools ignore. They want to hold the same stock across multiple account types and apply different DRIP rules per account. They want tiered employer match modeling for their 401(k) — most matches aren't a flat 5%, they're "100% of first 3%, 50% of next 2%, capped annually." They want to see ex-dividend dates as a calendar, not a list. They want to model recurring contributions and watch the timeline shorten visibly. And they want all of it private and free of advertising.

Lensfolio is built for that exact stack. Start on the free tier, upgrade to Pro the moment you outgrow it, and use code BETA50 at checkout for 50% off Pro for life — yours as long as you stay subscribed.