How to add dividends

We support manually adding dividends.

1. Go to the trades page.
2. Click “Add trade”
3. Enter a stock symbol
4. Click Dividend
5. Select an option

a. Cash (Creates a closed position with 100% profit, zero cost basis)
b. Re-invest (Creates an open position for the shares received, zero cost basis)

6. We will try to pull a list of dividends from our database

a. If data is not available you can select your own payment date
b. If a date is available we will also set the price for you and calculate how many shares you should receive based on your total stock holdings prior to that ex-dividend date.


Here is a gif displaying the functionality:

Updated on: 01/02/2023