Dividend Data

Create a Portfolio

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

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

Add multiple stocks to your portfolio via .CSV File

Add multiple dividends to your portfolio via .CSV

Learn how to download and format your data for Bulk Upload

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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