Track stocks, dividends, and returns
View all your investments in one place:
Track dividend income by:
Go to Dividends → Import to add dividend data from CSV or Excel files.
Add investment accounts in Net Worth section to track:
Screenshot 1: Investment Dashboard
Overview of portfolio value, holdings, and performance metrics.
Screenshot 2: Holdings List
Detailed list of individual investments with current values and performance.
Screenshot 3: Dividend Tracker
Record and view all dividend payments received throughout the year.
Screenshot 4: Import Dividends
Upload dividend data from CSV or Excel files for bulk processing.
Screenshot 5: Dividend Forecast
Project future dividend income based on historical patterns.