Dividend Data

Learn about the Portfolio Tracking tool. A brief explanation of each section

Fully Explained: Track Portfolio

Learn how to upload data to use the "Your Portfolio" page

Get Started Tracking Your Portfolio

Support

Learn about how to track your portfolio & dividends

Track Portfolio

Portfolio Overview - Portfolio Tracking

An overview of the diversification tab of the portfolio page

Diversification - Portfolio Tracking

Explaining the Projected Income tab on the Portfolio Tracking page.

Projected Income - Portfolio Tracking

Explaining the dividend insight tab on the portfolio page.

Dividend Insights - Portfolio Tracking

Learn about how to use the Upcoming Dividends tab on the portfolio page

Upcoming Dividends - Portfolio Tracking

Learn more about the Dividend History tab

Dividend History - Portfolio Tracking

Learn about how to use the activity tab on the portfolio page

Activity - Portfolio Tracking

Set your dollars invested and delete account

Settings - Portfolio Tracking

A look portfolio tracking features on DividendData.com

Feature Overview

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

Learn how to track your portfolio and income

Upload Your Data

DividendData.com

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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