Support Center

Support Center Overview

This is the main entry point for understanding how Dividends Inside works, how imports should be prepared, and where to go when something needs to be corrected.

DocumentationPortfolio TrackingSupport
What It Helps With
  • Importing broker exports or manual trade files
  • Tracking lots, holdings, and portfolio history
  • Reviewing dividend income, yield, and yield on cost
  • Monitoring portfolio changes across time
How People Use It
  • Create a portfolio from scratch and import trades in one flow
  • Add new lots later through Lot Management
  • Review import previews before anything is saved
  • Use the Support Center when a broker file or ticker needs attention
Data Sources
  • Yahoo Finance
  • TwelveData
  • Broker import files supplied by the user
Step 1
Bring In Your Trade Data

Import trades with the default file format or a supported broker export, then use the preview table to validate buys, sells, dates, and any rows that need attention.

Step 2
Analyze Portfolio Income

Once holdings are in place, Dividends Inside helps you review yield, yield on cost, dividend projections, and portfolio performance in one place.

Step 3
Resolve Data Gaps Quickly

If a file contains an unknown ticker or ISIN, or if something looks wrong, the Support Center gives users a direct path to report the issue with important details already prefilled.

What Dividends Inside Is

It is a portfolio tracking and dividend analysis tool focused on helping users centralize transaction records, understand income-oriented metrics, and keep their imported data clean.

What It Is Not

It is not investment, legal, tax, or accounting advice. It should support your own research and recordkeeping, not replace independent verification of broker data, market data, or personal financial decisions.

Share Your Portfolio

Give visitors a read-only view of your holdings, dividend charts, calendar, and events without requiring them to sign in.

  1. Open your portfolio's settings menu and select Public/private settings, or configure public sharing when creating a portfolio.
  2. Enable Make this portfolio public and choose a public name. If you leave the name blank, your portfolio name is used.
  3. Add an optional description of up to 250 characters. It appears on the shared portfolio and its forecast, with an excerpt of up to 50 words in the public directory.
  4. Choose URL only (the default) or Public directory. URL-only portfolios stay out of the directory, but anyone with the link can view it and pass it on. Listed portfolios appear under Public Portfolios, below Articles in the menu.
  5. Optionally set the last day of public access and enable Show lots and buy/sell events to visitors. Holdings, portfolio totals, and dividend amounts remain visible when lots are hidden.
  6. Select Save sharing settings, then copy the public link shown on the settings page.

Public figures follow your portfolio's snapshot refresh; the snapshot date is shown on the shared page. A newly shared portfolio may need time to prepare its first snapshot. Visitors can open Forecast to explore a scenario based on that portfolio, with a link back to its details. This does not change your holdings.

To stop access, turn off Make this portfolio public and save. An end date allows access through that day, ending at midnight afterward in Europe/Amsterdam time. Enabling sharing again after disabling it or letting it expire creates a new link. Switching an active share between URL-only and listed keeps its link.

Best Practices
  • Use the import format that matches the uploaded file exactly.
  • Review the preview table before confirming any import.
  • Verify important calculations against your broker records when needed.
  • Report missing tickers, ISINs, or suspicious data through the Support Center.
Useful Links

Use the tabs above as a quick path into import guidance, answers, terms, and issue reporting.

Import / Export Guide View FAQ Privacy Policy Terms & Conditions Report Issue