Income Investor
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One price. Everything included.

Start free — 150 score lookups included. Upgrade to Income Investor Pro for 100 safety scores per day and daily cut-risk alerts.

Free plan•No credit card required•14-day money-back guarantee

Free

$0
Forever
  • 150 score lookups
  • Safety scores (0-100)
  • Full risk analysis
Start Free

Income Investor Pro

$15
per month, tax-inclusive
  • Everything in Free, plus:
  • 100 safety scores per day
  • Daily cut-risk alerts
  • Portfolio income view
  • CSV portfolio import
Get Income Investor Pro

Protect Your Retirement Income with Rules-Based Scoring

0–100
Dividend safety score
Transparent factor breakdown
150
Total score lookups
On the free plan
8
Inputs & pillars analyzed
Per stock, daily updates

Compare Plans

Two plans. Here's everything each one includes.

FeaturesFree
Income Investor Pro
Core Features
Score requests150 total100/day
Score any covered ticker on demand✓✓
Score updatesDailyDaily
Full risk factor analysis✓✓
Tax treatment guidance✓✓
Portfolio Management
WatchlistUp to 10Unlimited
CSV portfolio import—✓
Multi-portfolio management—✓
Portfolio stress testing—✓
Data & History
Dividend history data—10-year chart
Export score reports to PDF✓✓
Alerts & Notifications
Email score alertsWeekly digestWeekly digest + daily cut-risk alerts
Cut-risk scoring (rules-based)—✓
Support & Access
Email supportBest effort✓
Help center access✓✓

Frequently Asked Questions

Yes! The Free plan includes 150 score lookups and a weekly email digest. No credit card required, no time limits.
Yes — one simple plan. Income Investor Pro is $15/month, tax-inclusive ($180/year), billed monthly. No tiers, no annual commitment, cancel anytime.
Pro signups are not currently available. When signups are open, we will accept all major credit cards and debit cards via Stripe, with simple monthly billing at $15/month, tax-inclusive ($180/year).
14-day money-back guarantee for first-time subscribers. If you're not satisfied within the first 14 days, we'll issue a full refund. This guarantee applies once per customer.
There's one paid plan, so there's nothing to juggle. Pro signups are not currently available — when signups are open, you will be able to upgrade whenever you like, and cancel whenever you like; it stays active until the end of your billing month.
No — one simple plan: Income Investor Pro at $15/month, tax-inclusive ($180/year), billed monthly. No annual commitment required.
It shows which holdings belong in a taxable account vs. an IRA, based on their tax treatment (qualified vs. ordinary dividends). Tax savings vary by portfolio and tax situation — we do not guarantee a specific amount.
Yes! Income Investor Pro supports CSV import from any broker. Just download your holdings and upload to Income Investor.
We do one thing: dividend safety scoring. No news feed, no analyst ratings. REITs, BDCs, and MLPs get their own scoring models, because payout ratios don't mean the same thing for them.
Income Investor Pro works for individual investors and advisors managing client portfolios.

One plan. Fifteen dollars.

Pro is $15/month, tax-inclusive ($180/year), cancel anytime, 14-day money-back guarantee. Or stay on the free plan — 150 scores, no card required.

Start FreeGet Income Investor Pro