Divtracker offers the ability for semi-persistent calendar sync’ing of ex-dividend, pay, and earnings dates to your Apple device’s native calendar. Start by tapping on ‘Options’ when viewing a calendar.
From Options, scroll down to the bottom and choose ‘Export’
You may be prompted to manually create a Divtracker calendar if Apple permissions block us from doing this for you.
At the main EXPORT options screen, please choose what you would like Divtracker to attempt to automatically manage for you. Shown below are the most common settings. Ensure you have selected “PERSISTENT” in order for Divtracker to manage this for you.
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:
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.
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
There are two ways to configure automatic dividend reinvestment, as well as a push notification setting.
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.
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.
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.
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:
Filter and Sorting
And lastly, the bottom section of the Summary screen
…last but not least, don’t forget those Action Buttons!