Your money works.
PaidPrime keeps
you informed.
Everything you need to build wealth in one intelligent platform. Track your portfolio, monitor passive income, receive real-time dividend alerts, and get personalized AI insights—so you can focus on what matters most.
See How It Works- Portfolio Tracking
- Dividend Alerts
- Passive Income
- AI Advisor
- Goals
- Analytics
Read-only broker access · Bank-grade encryption
$412M
Dividends tracked
Across every linked account
38,400+
Income investors
Compounding with PaidPrime
< 60s
Alert latency
From payment to notification
12
Brokers supported
Read-only, bank-grade sync
Automatically syncs with your
broker
Connect the accounts you already use in read-only mode. PaidPrime reconciles positions and watches for distribution events across every source.
Read-only access
Bank-grade encryption
Sub-minute sync
Your broker never tells you the
moment you get paid.
PaidPrime does.
Receive instant push notifications, Telegram, or email alerts the moment a dividend payment is detected—so you're always the first to know.
Push
iOS & Android · instant
Dividend received
+$61.20
JEPI · JPMorgan Equity Premium
Paid by Fidelity · 9:02 AM
Telegram
Private bot message
Dividend received
+$18.44
O · Realty Income
Paid by Schwab · 9:04 AM
Email
Formatted receipt
Dividend received
+$94.10
SCHD · Schwab US Dividend Equity
Paid by Schwab · 8:41 AM
Choose your notification
privacy level
Three templates, one setting. Switch anytime from your account preferences.
Privacy Mode
Amount only — no ticker or broker shown. Recommended for shared screens.
Ticker Visible
See which holding paid you without exposing full account details.
Full Detail
Ticker, broker logo and payment confirmation in a single glance.
Your complete investment
dashboard
Every number you need to track passive income, from portfolio value to your next confirmed payment.
- Portfolio Performance
- Passive Income Tracking
- Portfolio Allocation
- Sector Allocation
- Financial Freedom Goals
- Smart Watchlists
- AI Advisor
- Dividend Calendar
- Real-Time Alerts
See exactly where
your income comes
from
A single view of allocation across strategies, so concentration risk never sneaks up on you.
- Live breakdown by strategy sleeve
- Spot concentration before it's a problem
- Rebalance with confidence, not guesswork
Allocation
- Covered call ETFs34%
- Dividend growth27%
- REITs21%
- Broad market18%
Every payment date, in
one view
See expected income land on the calendar before it hits your account — matched to the broker it's paid from.
April
Connected brokers
Portfolio overview
- JEPI7.41%$7,342.10
- SCHD3.62%$8,556.00
- O5.45%$4,058.10
Track value and
income side by side
Watch your portfolio grow while confirming the passive income compounding underneath it.
- Live value, income and yield in one glance
- Monthly income trend, automatically tracked
- Per-holding breakdown with annualized income
Know what's coming
before it lands
Every expected distribution, matched to a ticker, a broker and a date, so nothing arrives as a surprise.
- Confirmed and expected payments, clearly labeled
- Exact dates, matched to your linked broker
- Total expected income, always up to date
Total expected
$200.79
JEPI
Apr 4 · Est.
+$61.20ExpectedO
Apr 15 · Est.
+$18.44ConfirmedADC
Apr 14 · Est.
+$27.05Pending
Watchlist
JEPI
$58.42
+0.42%SCHD
$27.11
+0.11%O
$56.90
-0.08%
Track candidates
before you buy in
Follow price, yield and the next ex-date on tickers you're considering, without adding them to your portfolio.
- Track unlimited candidates alongside real holdings
- Live price movement and yield at a glance
- Promote to your portfolio in one tap
A second set of eyes
on every position
Ask questions in plain language and get answers grounded in your actual holdings, not generic market commentary.
- Ask anything about your income in plain language
- Insights generated nightly from linked accounts
- Flags concentration and allocation risk early
AI advisor
Your trailing twelve-month income grew +18.6%, driven by reinvested distributions in JEPI.
Adding ADC raises blended yield to 4.4%.
34% of income relies on covered call ETFs — consider capping near 30%.
Analytics grid
Every angle on your
income, in one grid
Production-grade charting across growth, cash flow, yield and historical performance.
- Income growth, cash flow and yield trends
- Monthly and yearly comparisons side by side
- 24-month historical performance at a glance
Set the target, watch
the progress
Monthly income, annual income and full financial independence — tracked automatically as payments land.
- Set custom income and net-worth targets
- Progress updates automatically with each payment
- See exactly how far you are from financial freedom
Goals
Monthly income
$680 / $1,000
Annual income
$4,220 / $5,350
Financial independence
$142,880 / $420,000
Plans that scale with your
portfolio
Start free with five holdings. Upgrade when you need unlimited tracking, the AI Advisor and Telegram alerts, or CSV import and broker auto-sync.
Free
$0
Track up to 5 holdings and never miss a payment.
Get Started Free
- Tracked holdings5 holdings
- Real-time payment alerts
- Dividend calendar
- WatchlistUnlimited
- Analytics
- Financial goals
- AI Advisor
- Telegram alerts
- CSV import
- Broker auto-sync
Most popularPro
$59/yr
Unlimited manual tracking for active dividend investors.
Start with Pro
- Tracked holdingsUnlimited
- Real-time payment alerts
- Dividend calendar
- WatchlistUnlimited
- Analytics
- Financial goals
- AI Advisor
- Telegram alerts
- CSV import
- Broker auto-sync
Pro+
$119/yr
Unlimited tracking, CSV import, and broker auto-sync.
Start with Pro+- Tracked holdingsUnlimited
- Real-time payment alerts
- Dividend calendar
- WatchlistUnlimited
- Analytics
- Financial goals
- AI Advisor
- Telegram alerts
- CSV import
- Broker auto-sync
Broker auto-sync is read-only and Pro+ only — PaidPrime can never place trades or move funds. Encrypted storage and cancel-anytime billing on every plan.
Frequently asked questions
How does PaidPrime know when I've been paid?
PaidPrime tracks declared, ex-dividend, record and payment dates for every holding you add, then reconciles those against the cash landing in your connected or manually tracked accounts before sending an alert.
Do I need to give PaidPrime trading access?
No. Broker connections are read-only — PaidPrime can see holdings and distributions, never place trades or move funds. Manual tracking and CSV import need no broker login at all.
What if my broker isn't supported yet?
Add holdings manually or import a CSV export from your broker. You still get payment tracking, calendar dates and alerts while we expand direct connections.
Can I change my notification channel?
Yes. Switch between push, Telegram and email anytime from your account preferences — any combination you want.
Is there a free plan?
Yes. Free includes up to 5 tracked holdings, real-time payment alerts, the dividend calendar and a 3-ticker watchlist. No card required.
How do I enable push notifications?
Push notifications are enabled automatically when you first sign in. Your browser will ask for permission — just click "Allow." On iPhone, open PaidPrime in Safari, tap the Share icon, then "Add to Home Screen" to enable notifications. On Android, use Chrome and tap "Add to Home Screen" when prompted.
Can I use PaidPrime like an app on my phone?
Yes! PaidPrime is a PWA (Progressive Web App), which means it installs on your phone just like a native app — no App Store needed. On iPhone: open in Safari → Share → "Add to Home Screen." On Android: open in Chrome → menu → "Add to Home Screen." Once installed, it opens fullscreen and supports push notifications.
Is my financial data safe?
Yes. PaidPrime only reads your portfolio data — we never have access to trade on your behalf or move money. Broker connections (Pro+) use Plaid, the same secure technology used by major financial apps. All data is encrypted in transit and at rest.
How do I connect my broker account?
Broker sync is available on the Pro+ plan. Go to Settings → Connected Accounts → Connect Broker. We use Plaid to securely link your account with read-only access. Supported brokers include Fidelity, Schwab, Robinhood, IBKR, and more. For brokers not supported by Plaid, you can import your portfolio via CSV.
What happens if I cancel my plan?
You can cancel anytime from Settings → Subscription. Your plan stays active until the end of the current billing period. After that, your account moves to the Free plan and you keep access to your portfolio data. No data is deleted.
Know the moment you get
paid.
Join the waitlist and get real-time dividend alerts, a
dividend calendar and AI-driven insights the day
PaidPrime opens up your invite.
No card required · 5 holdings free forever · Read-only access