I would like to see dividends added to portfolios automatically.
This would give a true return on each securities.
Anthony Ansley commented
Automatically adding dividends to holdings in portfolio based on exdiv.
Even better, everytime you open your portfolio, present a list of exdiv dividends and give us the option to DRIP or just add to cash. DRIP would add 2 entries into transaction log...the deposit and the purchase of additional shares.
Anthony Ansley commented
To add to this.
Many of us are using high-yield, long-term investing that revolves around dividends and dividends collected since ownership (by lots) and total return (by lots and aggregate) for current holdings. These items cannot be tracked in portfolio manager. It would be nice to also have NAV data for CEFs
Bill Carey commented
In a portfolio where divs are being reinvested have the system automatically update the holdings to represent that. I find there is no way to manually add a reinvested div.....I have called multiple times on this and all adding a div seems to do when you do it thru manage portfolio is add "cash" to the portfolio when I want it to but more shares of the stock on "that" date. If I add as new trade it changes to original purchase date.
Glen Willie commented
For a paper traded portfolio to reflect reality, it must include dividends. Dividends are easily missed, require time for research for pay date, and are time consuming to add to a paper portfolio. You show what dividends/share are expected but do not update portfolios by applying the known actual dividends paid (and pay date) multiplied by the shares of stock in the portfolio to update the cash in the portfolio. Without this feature, only a small number of dividend stocks can be accurately tracked. Related, you generate sell signals improperly when a stock pays a big dividend or special dividend (the stock drops by close to the same amount in price) even though this is a positive not a negative event. Recommendation: 1) add feature to automatically add all actual cash or stock dividends to paper portfolios, or by manual trigger to some or all stocks in an entire portfolio. 2) Adjust sell recommendation for cash dividends by date declared, or at least show on graph size of dividend so we do not trade a sell generated by a large dividend.
Thad Reed commented
Adding dividend dates to portfolio.
MICHAEL BABIN commented
A great idea and reduces labor time and cost.