How to manage your transactions-based portfolio?

Manually adding new transactions

In your portfolio, you'll find an option to 'Add Transaction.' Click on this option to open a new transaction form.

In this form, you'll need to enter details about your investment, such as the stock ticker, the number of shares purchased or sold, the price per share, and the transaction date.

You can add multiple transactions by clicking ‘Add new line’ and filling out all transactions simultaneously.

Bulk import via CSV file

Most brokerage firms allow you to export your transaction history as a CSV file, which you can upload to Dividend.watch to simplify adding portfolio transactions. Ensure this file includes key details like stock tickers, share quantities, transaction prices, and dates.

A CSV upload option is unavailable for portfolios synced with your brokerage account. However, users utilizing the broker sync functionality can still edit any holding on the Transactions page.

To bulk upload a CSV file, navigate to the 'Add transactions' form inside your portfolio. Look for a 'Bulk upload' option and select it.

You will be prompted to upload your CSV file. Once you upload the file, our system will process the data. After the upload, the platform will ask you to confirm or map certain fields to ensure the data aligns correctly with your portfolio.

Once confirmed, your transactions will be imported, and your portfolio will be updated to reflect these new transactions, offering an up-to-date view of your investments and dividend performance.

You can use the bulk import multiple times or use it together with adding manual transactions at will. There are no limits.

Editing current transactions

Head to the Transaction tab inside your tracked portfolio to edit or delete transactions. For quick management, use the filter by ticker feature. You can also export transactions from this view.

Adjustments can also be made in the Holding detail section of your tracked portfolio after clicking on one of your current holdings.

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