A Mac app where your portfolio is part of the cashflow picture. Dividends count as income (or reinvest as DRIP). Account types know their tax treatment. Contributions and withdrawals project forward correctly.
Most portfolio trackers show your holdings, your gains, and your dividend rate. That's it. Investments live in their own app, separate from the rest of your financial life.
Moneyspan models how investments connect to everything else. Contributions feed in from cashflow. Dividends feed out as income — or reinvest, your call per holding. Withdrawals draw down. Tax treatment changes based on account type. The portfolio isn't a separate world; it's part of the picture.
It's a planning tool that takes investments seriously — not an investment tool with planning bolted on.
Stocks, ETFs, mutual funds, and crypto, with the per-holding detail that dividend income investors actually need.
Dividend income is taxed differently depending on what kind of dividend it is, what kind of account it's in, and what your overall picture looks like. Moneyspan handles the distinctions instead of flattening them.
Each treated correctly for contributions in and withdrawals out. Configurable tax-free percentage for Roth and HSA qualified withdrawals.
Tax estimation is US-specific. It's an estimate, not a tax return — meant to make projections realistic, not to replace tax software or a qualified professional.
Moneyspan models your whole financial picture — income, expenses, debts, accounts, planning buckets, what-if scenarios. Investments are one part of that, but a deeply considered one.
If you're here for portfolio-and-dividend depth, you'll find it. If you also want a coherent view of cashflow, retirement contributions, and 12-month projections that include the rest of your life, that's here too. The investments don't sit off in their own corner.
$24.99 on the Mac App Store. macOS 26+, Apple Silicon.