Step 1: On "Dividend History" Tab, Click "Bulk Upload New Dividends"
This can be seen in the action bar, with other portfolio input controls.
Example of the Bulk Upload input box.
Step 2: Create a .CSV File Containing Your Dividends
You will need to create a .csv file containing your dividends. This stands for (Comma-separated values), which is a method of storing a spreadsheet. You can create this in any spreadsheet software, such as Microsoft Excel, Google Sheets, Apple Numbers, etc.
Now you will need to format your spreadsheet similarly to my provided example.
Column A is the stock ticker (example: T, AAPL, PEP).
Column B is the dollar amount of the dividend (do NOT enter $ before the number).
Column C is the date you received your dividend, formatted as [YYYY-MM-DD] (example: [2021-11-01]).
You will obtain this data from your brokerage. Your brokerage will likely have a way to export your dividend activity.
Step 3: Save Spreadsheet
Once your spreadsheet is ready, hit save as or download in your spreadsheet editor and save as a .csv file.
Step 4: Upload File
Click 'Choose file'. Your computer file explorer will be brought up. Upload the newly created .csv file. 'Upload complete' will be displayed under the file uploader.
Step 5: Update
Click the 'Update' Button. You will be able to see your upload progress displayed in the bottom right corner of the screen. Upon successful submission, the page will reload.
