User Guide

Follow this guide to master your dividend tracking workflow.

Use this guide to set up your account, establish a daily routine, and discover advanced tools to grow your passive income.

Chapter 01

The first step is setting up your tracking infrastructure. Dvdnd uses a 'Portfolio' centric model.

Navigate to the Portfolios tab and click 'Create'. You can create separate portfolios for different goals (e.g., 'Retirement', 'Yield').

Manually add tickers or upload a CSV. Plus/Pro users can connect brokerages like Robinhood via SnapTrade for auto-sync.

Chapter 02

Establish a routine to stay on top of your dividends and market movements.

Check the Dashboard for your Net Worth, Day Change, and upcoming Payouts. It's your financial command center.

Visit your Portfolio Calendar to see exactly when dividends are hitting your account regarding ex-dates and pay-dates.

Add the app to your home screen. The dedicated Mobile Nav gives you quick access to your Dashboard and Screener on the go.

Chapter 03

Find high-quality investments to grow your income stream.

Use the Screener to filter stocks by Yield, Volume, and Sector. Find consistent payers that match your criteria.

Not sure which stock to pick? Use the Compare tool to analyze up to 5 tickers against each other.

Chapter 04

Let the platform work for you with intelligent insights.

Use the Smart Deposit calculator in your portfolio to allocate new funds optimally across your existing holdings.

Our AI continuously scans your portfolio for dividend cuts, risk concentration, and rebalancing opportunities.

Understand the limits associated with your current plan.

Feature Quota	Free	Plus	Pro
Portfolios	1	3	Unlimited
Tickers per Portfolio	5	Unlimited	Unlimited
Watchlist Limits	5	20	Unlimited
Comparison Limit	2	5	Unlimited
Broker Connection
Portfolio Sharing