Portfolio Coach
Guided portfolio intelligence for better decisions.
Embeddable financial widgetsfor modern investment platforms
Add portfolio intelligence, dividend insights, market updates, research tools, and AI-powered portfolio guidance to your own product experience.
Portfolio Optimization
Guided optimization experiences that turn data into actions—supporting better outcomes and higher retention.
Research & AI
Decision-support widgets that package research and risk signals into concise, platform-friendly components.
Research Reports
Structured company research for product experiences.
Value Chains
Business ecosystems and dependencies at a glance.
AI Disruption Risk
Forward-looking AI exposure signals for portfolios.
Market Updates
Timely market context designed for high-frequency engagement, portfolio relevance, and configurable asset coverage.
Markets
A concise market snapshot for daily context.
Cryptocurrencies
Digital-asset coverage in a modular format.
Daily Insights
Digestible market summaries for recurring engagement.
Dividends
Income-focused widgets that improve transparency, forecasting, and client satisfaction for dividend-led strategies.
Dividends Counter
A tangible income summary users can track.
My Dividends
Consolidated payout history for income visibility.
Dividend News
Relevant dividend updates in context.
Dividend Calendar
Upcoming payout events for planning and alerts.
Withholding Tax
Tax impact visibility for cross-border income.
Portfolio Essentials
Core portfolio views that help platforms deliver a clean investor overview, fast drill-downs, and day-to-day engagement signals.
My Wealth
A clear total wealth snapshot for client dashboards.
Portfolio Division
A clean view across accounts, buckets, and strategies.
Performance
Trusted performance tracking across timeframes.
Performance Overview
Compact performance context for summary screens.
Today’s Tops
Daily winners that explain positive portfolio moves.
Today’s Flops
Daily laggards with clear attribution.
My Assets
A focused holdings overview for deeper exploration.
My Activities
A transparent feed of trades, income, and events.
Asset Types
Asset-class exposure at a glance.
Portfolio Allocation
Allocation visuals for risk and rebalancing workflows.
Portfolio Import
A guided account-connection experience for seamless portfolio aggregation across banks, brokers, and wealth platforms.
Portfolio Import
Secure account connection and automated aggregation.
Bring Divizend widgets into your product.
Offer advanced portfolio, dividend, research, and AI capabilities without building them from scratch.