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

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!