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Add a Dividend To Your Portfolio

Learn how to add dividends one at a time

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Written by Support
Updated over a year ago

Step 1: Go to The Portfolio Tracking Page

Step 2: On the Dividend History tab, Click "Add New Dividend" button.

Step 3: Enter the stock ticker symbol in the field Labeled "Stock Symbol"

You can search for available stocks/funds and their ticker symbols in the Find Available Symbols box.

Step 4: Enter the Dollar Amount of the Earned Dividend

Make this a pure number and do NOT enter the $ symbol. Denominated in dollars ($)

Step 5: Select a Date From the Calendar Picker

This should be the date you received your dividend.

Step 6: Click "Update"

Upon successful submission, the page will reload.

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