Safety Scores with a published methodology, an income ladder of what paid and what is projected, loan-to-value monitoring with alerts, income gross and net of margin interest, a stress test, and a planner for the day the dividends cover the bills.
Every income holding scored for how sustainable its payout looks, with a published, versioned methodology, public rankings and a flag for recent cuts. A relative risk assessment, not a prediction.
Twelve months of what actually paid beside the months projected ahead, by month, gross or net of margin interest, so the shape of your income is one chart.
Your margin loan against portfolio value with your minimum, target and danger lines, interest charges by portfolio, the next payment estimate, and an alert when a line is crossed.
Dividends collected and the margin interest they paid for, so the figure you plan around is the one you keep.
Drag a market drop and watch loan-to-value, the distance to a margin call and your income respond.
Month by month, when yield covers your bills on your contributions and your margin rules, how high loan-to-value climbs on the way, and whether the path survives without a margin call.
A look at the app real users open every day.
A side-by-side look at what you get with FrostDeck vs the portfolio trackers you've probably already tried.
4 of 6 features are unique or broader on FrostDeck.
Join the waitlist →How sustainable a holding's current distribution looks over the next one to two years: for funds, total return against the benchmark, NAV stability, distribution consistency, track record and strategy risk; for companies, a stock-specific set. It is a relative risk assessment with a published methodology, not a prediction.
In their own weekly bucket. Treating a weekly payer as monthly understates its annual income by about four times, so the projection engine keeps weekly, monthly and quarterly cadences apart.
Yours. You set the minimum, target and danger lines per portfolio, and the alert engine tells you, in the app or by email, when loan-to-value crosses one.
Yes, through Plaid on the Premium plan. Other brokerages sync through SnapTrade, and every plan accepts CSV imports.
No. Return of capital basis, tax lots, wash sales and Section 1256 classification are estimates calculated from available data, for your records and your tax professional. Every export says so inside the file.
Gross by default, and net when you ask, using the interest charges recorded for the selected portfolios, so the ladder and the gross-against-net view agree.
FrostDeck is in beta and opening up in waves. Join the waitlist and we'll email you the moment a spot opens.