Documentation
Every feature, documented before you pay for it
This is the same documentation that ships inside the product. It is public on purpose: you should be able to judge whether the tool does what you need without creating an account first.
Getting started
This platform helps you transition your portfolio toward consistent monthly dividend income. Agents research the market for you, surface curated insights, and propose actions — you stay in control of every decision.
Read →Advisor
The Advisor is your AI chat assistant for dividend investing questions. Ask it anything about your portfolio, dividend safety metrics, income projections, or candidate screening — it answers using your real holdings and the platform's Knowledge Base.
Read →Knowledge base
The Knowledge Base stores the rules, metrics, and definitions the platform uses to reason about dividends. It comes pre-loaded with 29 entries covering 6 safety metrics, 6 strategies, staggering rules, and key definitions. Agents propose updates; you approve them.
Read →Agents
Three agents run on a schedule and do your research automatically: the X Curation agent polls your watched accounts, the Research agent reads newsletters and portals, and the Recommendation agent builds your monthly buy/sell plan. You monitor and steer them from one console.
Read →Capabilities
Capabilities is where you configure how agents think and behave — without touching code. Prompts, skills, strategies, and agent schedules all live here as editable data. Agents can propose edits; you accept them and see the effect on the next run.
Read →X accounts
X Accounts is your curated watchlist of dividend-focused voices on X (Twitter). The X Curation agent polls only accounts you enable here, filters posts for dividend relevance, and surfaces the best ones in the Feed.
Read →Research sources
Research Sources are the newsletters and portals the Research agent reads. It fetches articles only from sources you enable here, filters them for dividend relevance, and surfaces the best ones in the Feed.
Read →Curated feed
The Feed shows curated dividend intelligence gathered by agents from your watched X accounts, newsletters, and financial portals. Each item is scored for relevance and tagged with stance (bullish / bearish / neutral). Browse, pin, or dismiss items anytime.
Read →Inbox
Every change an agent wants to make — to the Knowledge Base, your X account list, strategies, or your portfolio plan — lands in the Inbox as a proposal. You review the rationale and evidence, then Accept, Edit & Accept, or Reject. Nothing is applied without your approval.
Read →Recommendations
On the 1st of each month, the Recommendation agent produces a coherent set of buy and sell actions to close your monthly income gap. Each run appears in the Inbox with an income summary; individual proposals show the rationale and cash required. When you accept a proposal and execute the trade, the platform detects it automatically and begins tracking performance.
Read →Recommendation evaluations
A dedicated view of all buy and sell recommendations across every status, with live performance metrics for executed trades. Filter by ticker, direction, status, or strategy to compare decisions at a glance.
Read →Weekly report
Every Monday the Reporter agent compiles a one-page digest of the week: income progress, pending decisions, top curated signal, applied changes, and agent health. It's your single place to catch up and decide what needs attention.
Read →Dividend analytics
Dividends shows all income paid to your portfolio across both brokers, broken down by month, year, ticker, and source. It's your source of truth for income progress — how much you're earning now, how consistent the flow is, and which holdings deliver the best return.
Read →Investment calendar
The Investment Calendar is a shared timeline for important financial dates — earnings releases, ex-dividend dates, economic reports, and personal deadlines. You add events manually; the Advisor and research agents can also add events automatically from articles and conversations.
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