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 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!