Platinum Features

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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.