Dividend Data

Learn about what stock exchanges you can track

What Stocks/Funds Can You Use For Portfolio Tracking?

Create a Portfolio

Use Plaid to automatically import your portfolio from supported U.S. brokerages

Automatically Import Your Portfolio

The first step to editing a portfolio on the "Your Portfolio" page

Select a Portfolio

Add a Stock To Your Portfolio

Add a Dividend To Your Portfolio

Add multiple stocks to your portfolio via .CSV File

Bulk Upload Stocks

Add multiple dividends to your portfolio via .CSV

Bulk Upload Dividends

Learn how to download and format your data for Bulk Upload

Create a .CSV File

Learn more about how to edit existing stocks on a selected account in Portfolio Tracking

Edit Stocks in Your Portfolio

Learn about actions available on the portfolio page

Delete Stocks in Portfolio

Learn how to delete your selected account in portfolio tracking

Delete Portfolio

Choose to include or exclude DRIP shares from your portfolio's cost basis

Include or Exclude DRIP Shares

Want to customize your portfolio's cost basis?

Set Dollars Invested

How to switch between portfolios on the Portfolio/Income Page

Change Portfolio

Support

Learn how to track your portfolio and income

Upload Your Data

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