Step 1: Sign In to your Dividend Data Dashboard
Step 2: Click "Portfolio Tracking" on Sidebar
Step 3: 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 4: 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. You should look at my provided example. Column A is the stock ticker. Example (T, AAPL, PEP).
Column B is the dollar amount of the dividend. This should be a number and can include decimals. Do NOT enter $ before the number.
Column C is the date you received your dividend. This date should be formatted as [YYYY-MM-DD]. For example (2021-11-01).
You will obtain this data from your brokerage. There are multiple ways to accomplish this and it will vary on every platform. Your brokerage will likely have a way to export your dividend activity. This initial step may take time, but will be worthwhile to track your full dividend history. Once your spreadsheet is ready, hit save as or download in your spreadsheet editor and save as a .csv file.
Step 5: Save Spreadsheet
Once your spreadsheet is ready, hit save as or download in your spreadsheet editor and save as a .csv file. Now back to the 'Bulk Upload' Dialog Box
Step 6: Click "Choose 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 7: Click "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.