How do I add stocks to my tracked portfolio?

Dividend.watch provides a streamlined process for managing your investments. There are three methods to add stocks to your portfolio. Here's how you can add stocks to your portfolio.

Manual entry

Depending on your portfolio settings, you can add stocks manually, either as holdings or transactions. We outline these two options in our support article covering stock entry method differences.

CSV import

Utilize the interactive wizard to import a CSV file with your stock information.

Broker sync

Sync your portfolio with supported brokers to automatically update your stock and ETF holdings.

Choose a method that aligns with your needs and makes portfolio management simplest for your needs.


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