Support Center

Frequently Asked Questions

These are the most common questions around imports, portfolio tracking, dividend metrics, and support workflows inside Dividends Inside.

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Supported Imports

Default CSV / Excel, app position exports, Interactive Brokers activity statements, and DeGiro exports.

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Preview Warnings

Import previews help you catch missing tickers, invalid rows, and format mismatches before saving.

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Yield Metrics

Yield and yield on cost are based on expected annual dividend income, but they measure different things.

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Reporting Issues

Missing-data and bug reports can be submitted from the Support Center, and some import errors link there directly.

Open Public/private settings from your portfolio's settings menu, enable public sharing, and save to get a read-only link. Visitors do not need an account and cannot edit your portfolio.

URL only keeps your portfolio out of the public directory; anyone with the link can still view it. Choose Public directory to appear in Public Portfolios. You can set a public name, an optional 250-character description, an end date, and whether lots and buy/sell events are visible. Hiding lots still leaves holdings, totals, and dividend amounts visible.

Disable sharing and save to revoke access. Re-enabling a disabled or expired share creates a new link. See the portfolio sharing guide for the full steps, snapshot timing, and forecast details.

Dividends Inside currently supports three import workflows: a manual default CSV / Excel file, an Interactive Brokers (IBKR) Activity Statement CSV, and a DeGiro transactions export. CSV and Excel files exported from Lot Management, and CSV files from portfolio settings Export positions, use the default schema and should be imported with Default CSV / Excel selected. Use the import format in the app that matches the uploaded file exactly.

Not for every workflow. The default manual import supports CSV and Excel files. IBKR imports are CSV only. DeGiro imports should use the broker-generated transactions export with the matching DeGiro format selected in the app.

Imports are available in two places: during portfolio creation and later inside Lot Management. Both flows use a preview step so you can inspect the rows before completing the import.

Yes. Use Export CSV or Export Excel from Lot Management, or use Export positions from a portfolio settings menu. The exported file uses ticker,date,action,avg_price,amount, which matches the default importer. After editing the file, upload it with Default CSV / Excel selected and review the preview before importing.

It means the imported row references a security identifier that Dividends Inside could not match to known data. When that happens, use the missing-data shortcut from the preview table or open the Support Center report form and submit the unresolved ticker or ISIN for review.

Yield % represents your portfolio's expected annual dividend return relative to its current market value. Yield on Cost % measures expected annual dividends relative to the total amount you originally invested. For most stocks and ETFs, annual dividend income is based on the annualized dividend payout per share multiplied by the number of shares you own. For derivative income ETFs, yields may use a forward-looking dividend yield percentage applied to current market value to avoid distorted results from irregular payouts.

No. Dividends Inside is a portfolio tracking and analysis tool. It should support your own research, recordkeeping, and review process, but it does not replace independent financial, legal, tax, or accounting advice.

Use the Report Issue form in the Support Center after signing in. The form supports bug reports, feature requests, and missing-data submissions, and some import flows can prefill the form automatically to reduce manual typing.
Still Need Help?

If your question is not covered here, start with the import guide or submit a support request with the relevant portfolio, ticker, and file context.

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