Sometimes you may have similar portfolios and you just want to make a copy of one and then make changes to that second one. There are two ways to duplicate a portfolio. If you want to duplicate the portfolio you currently have open start by clicking on the three vertical…
One of the best features of Divcaster is the ability to create multiple portfolios. Often investors are managing more than one portfolio, for example one or more tax advantaged retirement accounts like IRAs or 401(k)s, a regular brokerage account for themselves, other family members like a spouse or children, friends,…
See below for a video detailing your portfolio information on Divcaster. The image below is the main screen for Divcaster. It defaults to your primary portfolio. The default view shows a forecast of your portfolio’s expected dividend payments over the next 12 months. In the example above, each different colored…
Watch this short video below to understand how to delete stocks and transactions from Divcaster: When you want to remove a stock from your portfolio just click on the trash can icon on the right of the company name and ticker in the Companies column. This will delete the stock…
Over time you’ll purchase new dividend paying stocks or add stocks to current positions. You’ll want these included in Divcaster to update your dividend tracking and forecasting. Adding a new position is easy and very similar to the manual import function from the last section. On your portfolio home screen,…
Upon your first login, you will also have the choice to add your first transaction manually. You’ll be presented with the screen featured below. This method is best if you do not have a long history of transactions or want to get started right away. In the ‘Company’ field start…
The quickest way to get your complete portfolio performance history and income forecast is to IMPORT a CSV (comma separated values) file from your online brokerage account. You will need to download this file from your brokerage first and save it to your computer. For a quick video tutorial on…