Simple, transparent pricing
The full experience is free: every feature, every chart, every data point. Upgrade when you need more portfolios or scale.
Free
- Up to 25 holdings, 1 portfolio
- Full dividend history, calendar, and income projections
- Yield on cost and dividend growth rate
- Dividend Health Score with full pillar breakdown and history
- Valuation tab: fair-value band and all multiples (P/E, P/B, EV/EBITDA)
- Full fundamentals (revenue, earnings, balance sheet, ROE)
- 10-year price charts
- Stock screener with valuation filters
- Email and push notifications for dividends and ex-dates
Plus
or €79.90/year (2 months free) · incl. VAT
- Everything in the free plan
- Up to 5 portfolios, unlimited holdings
- Automatic broker sync
- CSV export
- Saved screens
Free is the entire product, not a taste of it
Free users get every feature without restriction: full fundamentals, the complete valuation tab with fair-value estimates, the full Dividend Health Score breakdown and history, 10-year price charts, and the screener with valuation filters. There is no feature-stripped "basic" mode. The free tier is capped at 25 holdings in 1 portfolio. The upgrade moment is when your portfolio outgrows that scale, when you want automatic broker sync, or when you need CSV export or saved screens.
Full comparison
| Feature | Free | Plus |
|---|---|---|
| Broker import (DeGiro, T212, IBKR) | ||
| Dividend history | ||
| Dividend calendar (upcoming ex-dates) | ||
| Income projections (12-month) | ||
| Yield on cost | ||
| Dividend growth rate (per stock) | ||
| P/E ratio & dividend yield | ||
| Dividend Health Score (score, breakdown, history) | ||
| Valuation & fair value (P/E, P/B, EV/EBITDA, fair-value band) | ||
| Full fundamentals (EV/EBITDA, ROE, revenue, balance sheet) | ||
| Price charts | 10 years | 10 years |
| Stock screener with valuation filters | ||
| Current prices & unrealised P&L | ||
| Email notifications | ||
| Portfolios | 1 | Up to 5 |
| Holdings per portfolio | Up to 25 | Unlimited |
| Automatic broker sync | ||
| Saved screens | ||
| CSV export |
Frequently asked questions
What happens when I hit 25 holdings on the free plan?
You can still view and manage all your existing holdings. You cannot add new holdings or import new transactions until you either remove holdings or upgrade to Plus. No data is deleted.
Will free always exist?
Yes. The free tier is core to how DividendAtlas works. It is not going away. We make money from Plus subscribers who need more scale, not from locking features.
Is anything locked behind Plus?
Almost nothing. Every feature is free within the 25-holding, 1-portfolio cap: full fundamentals, the complete valuation tab, the full Health Score breakdown and history, 10-year charts, and the screener with valuation filters. Plus unlocks more scale (up to 5 portfolios, unlimited holdings), automatic broker sync, CSV export, and saved screens.
Can I downgrade from Plus to free?
Yes. If you downgrade, you keep read-only access to holdings above the 25-holding limit. No holdings are deleted. You can export your full data to CSV before downgrading if you want a local copy.
Do you sell my data?
No. DividendAtlas does not sell, share, or monetise user portfolio data. Your holdings are yours.
What is the refund policy?
Because Plus is a digital service you get access to immediately, the 14-day right of withdrawal no longer applies once access has begun. We do not generally refund a billing period once it has started, though we may choose to at our discretion, and your statutory rights are unaffected. You can cancel anytime to stop future renewals. You keep Plus access until the end of the current billing period.