Uploading a CSV

At the time, we only accept imports for USA exchanges .

On your computer, start by locating a .csv (comma separated file) from your brokerage account, or compiling it yourself. The sample file to make your format similar to can be located here: https://api.divtrackerapp.com/example.csv. Then open a web browser and go to:

http://csv.divtrackerapp.com

First select ‘Choose File’ and locate your file from your computer that you just got into the correct format.

Second, choose a simple passcode that will be used within DivTracker App to locate the file. Note that once you use the passcode, it will be removed from the system for security purposes.

Third, tap ‘Validate File’ to get a sneak peak into what validation errors you may experience.

In the above example, the user put FDRXX** as the symbol, instead of FDRXX, and that is why it is highlighted red. In the case you have RED cells, please go back to your original computer csv and resolve the issue.

PREFERREDS: There is an additional “P” in Divtracker’s preferred’s. So for example BAC-N would be “BAC-PN”. BAC-A would be BAC-PA.

After clicking ‘Submit’ you will receive a confirmation:

Now, back in the DivTracker app, navigate to Menu > Import (towards the bottom).

Tap ‘Next Step’ now that you have your passcode.

Once you input the code, tap the lookup icon and you should be able to scroll down and see your data

Now tell Divtracker which columns on your CSV go to which columns in the system

Once satisfied, tap ‘Create Portfolio’ and your portfolio will now be imported under your account.

Editing or Deleting a Ticker

DivTracker offers several ways to remove holdings from your portfolio.

From the Summary screen, swipe left on a stock.

Another option, from Ticker Detail, tap More (…) in the top right corner, then Edit or Delete.

Last option, from the Edit Portfolio screen

Consolidated (Dynamic) Roll-up

Platinum users can enjoy a dynamic Consolidated portfolio that will show total stats across chosen portfolios. There must be at least two portfolios with Dynamic Roll-up checked in order for Consolidated view to appear in the Summary screen.

On Summary > Edit screen, check ‘Dynamic Roll-up’

Then back on Summary, tap the Portfolio Name at the top center to switch to the Consolidated Portfolio

Platinum Features

No more Advertising!

Multi-calendar support (Ex-dividend, Payment, and Earnings Dates!)

Backup/sync persists even if you have you reinstall the app – all tied to your phone number (no need to remember yet another password)

Consolidated Portfolio. Dynamically builds a view of all of your selected portfolios to be viewed on almost all screens within Divtracker

Real time pricing (where available) on the Summary screen.

Heatmaps

Import and Export of CSV files

TotalValue Portfolio. For those with multiple portfolios wanting to see aggregates.

Top 10 Div Comparison by annual payout amount highlights where you may be overweight

DRIP (Dividend reinvestment) by symbol toggle and backend process automatically updates your shares based on our best estimate – if we get it wrong, you can always edit it!

Foreign tax rates for each symbol will automatically calculate on each screen

Foreign currency conversions on each screen

Passcode protection

Mass Notifications

Configuring DRIP (Dividend Reinvestment)

There are two ways to configure automatic dividend reinvestment, as well as a push notification setting.

Global

Tap Menu > Settings > Profile > Global Defaults

Locate the Div Reinvestment option and toggle it to ON.

Setting Mass Update DRIP to OFF will trigger a one time event that disables DRIP on each security across all portfolios. This option will remove all DRIPs, and is used primarily in the event that a user accidentally enabled DRIP and did not want it, and wants a simple way to clear all prior DRIP rows and not use the feature.

Setting Mass Update DRIP to ON will trigger a one time event that enabled DRIP on each security across all portfolios. This option does not insert any DRIP rows, but allows a nightly process to manage new pending (future) DRIP rows.

Setting Just Save Default (based on your initial ON or OFF choice) will be the new default for NEW securities you add. So if you set to ON, add a new security, that new security will default to future DRIP. If you want to use DRIP predominately, we suggest you enable it via this setting so it will always be ON.

Individual DRIP

From the summary screen, tap on a holding. Then tap ‘…’ in the top right corner to present the ‘More’ screen. Then tap ‘Edit’ and scroll down to the bottom to locate individual DRIP.

Enabling this option does not insert any DRIP rows, but allows a nightly process to manage new pending (future) DRIP rows.

Technical Indicators

Multiple Top Pattern

Both the double top and triple top are toppings patterns, so when the pattern “completes” consider exiting long positions and focus on taking short positions. The uptrend is now over and a downtrend is likely underway

Multiple Bottom Pattern

A double bottom pattern describes the drop of a stock or index, a rebound, another drop to the same or similar level as the original drop, and finally another rebound. The double bottom looks like the letter “W”. The twice-touched low is considered a support level.

Head and Shoulders Pattern

The head and shoulders pattern is believed to be one of the most reliable trend reversal patterns. It is one of several top patterns that signal, with varying degrees of accuracy, that an upward trend is nearing its end.

Inverse Head and Shoulders

An inverse head and shoulders pattern, upon completion, signals a bull market. Investors typically enter into a long position when the price rises above the resistance of the neckline

Wedge Resistance and Support

Wedge patterns are usually characterized by converging trend lines over 10 to 50 trading periods. The patterns may be considered rising or falling wedges depending on their direction. These patterns have an unusually good track record for forecasting price reversals.

Ticker Detail > More Screen

We couldn’t figure out how to add all this functionality on Ticker Detail, so it moved into a snazzy “More” section. Let us explain….

Most of these features are intuitive. Edit, Delete..

Peers has some extra crowd sourcing data! We all are curious to know what else is out there..

Dividend Reinvestment is another item that needs some explanation.

We have a back end process that runs every night and performs the following:

             ➢Scan all of your dividend stocks with a payment date after now and an ex-div date after the date you inputted into DivTracker.

             ➢Calculate DRIP Amount: (payment amount x shares) + (prior DRIP shares x payment amount)

             ➢Calculate DRIP Shares: (payment amount x shares) + (prior DRIP shares x payment amount) / share price

             ➢Create a ‘pending’ DRIP row to view at Ticker Detail > More > Div Reinvestment

             ➢Flip ‘pending’ to ‘paid’ once payment date is in the past

The DRIPs can be viewed under the “More” > Div Reinvestment screen. If you do not see one, or you see one incorrectly, you can edit and manipulate this information.

Ticker Detail Screen

Let’s take a look at the Ticker Detail screen. This is the main screen to display all relevant details related to an individual security you have in a portfolio.

The top part of the screen explained….

The middle section of ticker detail houses many key elements of data

  • Ex-Div date
  • Sector Update
  • Frequency
  • Next Payout
  • Yearly/Monthly/Weekly Income
  • Current/Your Yield
  • Stock % to your portfolio %

Dividend history and yield are up next!

Summary Screen Features

There is a lot going on here. Graphics, ad banners, and lots of numbers! Let’s try and break it all down for you:

Starting with the Top Bar:

  • Menu: You can find the bulk of Divtracker’s functionality within this function
  • Search/Add: Potential securities can be viewed here and be quickly added to this portfolio
  • Calendars: Your portfolio organized on a calendar, making a visual masterpiece of your holdings by Ex-Dividend date. Platinum members have access to two additional calendar slices (pay date and earnings date).

Moving on to the middle of the Summary screen:

  • Info Buttons
  • Sector Expansion
  • Edit Portfolio
  • Heat Map
  • Filter and Sorting


And lastly, the bottom section of the Summary screen

…last but not least, don’t forget those Action Buttons!