How are dividends handled in my portfolio holdings?

For portfolios linked to your brokerage, the dividend would show as an addition to cash or as a share purchase if DRIP (dividend reinvestment) is enabled for the ticker.

For portfolios that are not linked to a Brokerage, you would need to perform the transaction update manually. This means either adjusting cash for the dividend or adding shares if DRIP (dividend reinvestment) is enabled for the ticker. Please note that whether you choose to do this or not, our portfolio analytics facility will still accurately account for and report on the performance and income of your portfolio with dividends.


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