FAQ

Dividend Pro FAQ

  1. How do I add a Stock?
  2. How do I delete a Stock?
  3. Adding a Custom Instrument
  4. How do I Add Preferred Stocks?
  5. What is the Format for Stock Symbols?
  6. How do I add Another Portfolio?
  7. How do I delete a Portfolio?
  8. What is Current Yield versus Yield on Investment?
  9. When Do I Renew My Subscription?
  10. How Do I Renew My Subscription?
  11. How Do I Cancel My Subscription?
  12. How do I Create A New Account?
  13. How do I Share a Portfolio Across Devices?
  14. How do I view my portfolio on the web?
  15. How do I Restore My Data?
  16. What is the Purpose of the Override Switch?
  17. Why do you charge for a data subscription?
  18. How many stocks without a subscription?
  19. Is the Data Realtime?
  20. What if I see a mistake in the data?
  21. What does the asterisk mean?
  22. What stocks do you cover?
  23. How is currency supported in the app?
  24. How do I set the overall currency for the app?
  25. How do I set the currency for a portfolio?
  26. How do I set the currency for a stock?
  27. Which currencies are supported in the app?
  28. What does the exclamation mark mean?
  29. How is Annual Calculated?
  30. How is UnRealized Gain Calculated?
  31. How to reset your password?
  32. How to delete your account?
  33. How to restart the app?

Adding a Stock

Go to the Portfolios tab and tap the Plus minus image in the top right hand corner and then select ‘Add Stock’ from the slide up menu.

Portfolios image ➝ Add stock popup image

Enter the ticker symbol and then select whether the stock is listed in the US or Canada, and the number of shares that you want. If you have multiple portfolios you can also select which portfolio the stock will be added to, with the default being the currently expanded portfolio. When you are entering the number of shares the app will retrieve the stock details and display the name and last close price.

Add stock dialog image

Tap Done at the top right to finish adding the stock

Deleting a Stock

To remove a stock from your portfolio just sell all of your holdings of it. From the Portfolios tab tap on the stock that you want to delete to show the stock details, then tap on Buy Sell at the top right.

Stock details image ➝ Buy sell image

In the Buy Sell dialog tap Sell and All then Done. Once you have sold all of your holdings the stock will be removed from your portfolio.

Custom Instrument

To add a custom instrument