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!