I hope to update this page as I find new resources and useful websites. Please note that everything on this page is my opinion/personal preferences and not a recommendation to use any of these items listed below.  Please do your own research!


Here's an area I certainly went overboard on.   Over time I kept opening up new brokerage accounts for different reasons, which clearly became a problem.  However, I can say that it was easy during tax time as each of these allows for automatic import into TurboTax.  The first account I opened was TradeKing followed by many others for various reasons as I will talk about below.  Not only do I plan on scrubbing by stock holdings, but I also hope to close some accounts to make it easier to track my holdings in the future.  I currently update my holdings into a spreadsheet which then automatically updates based on google formulas.  It is not as daunting of a task as you may think and I think it is a great way to track your holdings if you have multiple brokerage accounts.  As you will see, I have virtually eliminated trading fees by using Loyal3, Robinhood, and Vanguard as I transition out of the others.

Robinhood -  This along with Loyal3 are my favorite brokerage accounts.  It is absolutely free to use and is perfect for investors looking to buy a small number of shares.  I was always hesitant to buy shares in companies because commission fees would add up.  If you are investing for the long term it may not even matter to pay fees, but for me it makes no sense.  You must have an iOS device to use their service and it is only available on phones, but it really is commission-free.  The only downside is that you would not be able to do research on on your phone, but that is not really an issue as you can use other sources available online.  A nice feature they have added is a "Dividends" section, which will show you all of the dividends paid and scheduled.  It's an easy way to see what dividends will be coming to you soon!



Sure Dividend: Ratios/Metrics

Web Hosting

*Keep in mind that there are affiliate links above, so I may be paid if you purchase any products and/or services using these links. 


  1. Hi Dividend Mogul,

    Looks like the commenting is working! Wanted to let you know that the links above currently go to pictures. Do use all of the above services? That's got to be hard to keep track of if you do!


    1. Hi Scott,

      Thanks - Yup I plan to write a little bit about each as I am able to, but I do use all of the above. Makes it easier to automate without having to pay any trade fees since I have been investing minimal amounts. Sometimes it does take a bit of extra time to update my shares and cost basis in my spreadsheet, but everything else updates automatically =)

      -Dividend Mogul

  2. Not to plug my site too much, but my dividend stock portfolio tracker (for Google Sheets) automates the shares and cost basis calculations as well. Might be useful to you:

    1. Scott,

      Thanks for sharing, I had actually come across it before but decided to give it a chance after you mentioned it here! Took a lot of time to get my transactions in but WOW! Very useful to see an overview of my portfolio especially the charts. Actually ended up using it in my latest post. Thank you so much!

      Dividend Mogul