Help Center

The guided tour walks you through the key features of the Portfolio Analyzer, showing you how to upload your portfolio, build custom views, analyze holdings, forecast income, and generate reports.

To start the tour:

• Visit the Portfolio page
• Click the light bulb icon (💡) in the top navigation
• Select Take a Tour from the menu

The tour will automatically guide you through each section with helpful tips and explanations. You can exit the tour at any time by clicking the close button or pressing Escape.

You can also search for "tour" or "onboarding" in the site search, or say "take a tour" if you have voice commands enabled.

Click the round value bubble or press Tab until the slider handle is focused. Once it's selected, you can nudge it precisely without using the mouse.

Try these shortcuts after the slider is focused:

• Arrow Left or Arrow Down: move one step toward the minimum.
• Arrow Right or Arrow Up: move one step toward the maximum.
• Page Down: jump back by 10 steps (a large step).
• Page Up: jump forward by 10 steps.
• Home: snap directly to the minimum value.
• End: snap directly to the maximum value.

Prefer the buttons? Shift + jumps instantly to the minimum, while Shift + jumps to the maximum.

Click the curved arrow icons in the portfolio toolbar—Undo points left and Redo points right. Each press reverses or reapplies the most recent change so you can quickly recover from a mis-click.

Prefer the keyboard? Use Ctrl + Z (or ⌘ + Z on macOS) to undo and Ctrl + Shift + Z (or ⌘ + Shift + Z) to redo. We keep a rolling history of your last 50 actions, giving you plenty of room to experiment without losing work.

You can undo and redo portfolio edits like adding or removing holdings, tweaking share counts, adjusting dividend reinvestment preferences, renaming custom views, and rearranging widgets. Data imports and exports stay put—they're designed as deliberate actions.

The Portfolio page supports keyboard shortcuts for faster navigation. These shortcuts work when you're not focused on a text field.

Chart Types (in Analyze tab)

• 1 – Donut chart
• 2 – Radial chart
• 3 – Yield buckets
• 4 – Pareto chart
• 5 – Bubble chart
• 6 – Treemap
• 7 – Vortolio treemap

Forecast Navigation (in Forecast tab)

• ← – Pan timeline left
• → – Pan timeline right

Tab Navigation

• u – Upload tab
• b – Build tab
• a – Analyze tab
• f – Forecast tab
• r – Risks tab
• p – Report tab

Press Alt + K anywhere on the site to see all available shortcuts.

Stealth mode hides sensitive portfolio numbers when you need privacy in public spaces. When enabled, we strip totals from analysis headers and mask any element marked as sensitive so curious onlookers only see a clean layout.

Toggle it from the Settings menu using the Stealth mode switch, or press Alt + S on Windows and Linux (Option + S on macOS) to flip it on and off instantly. Your preference is saved locally, so the site remembers your choice next time you sign in.

After you click Download Report, your browser should open a save dialog or start a download automatically. If nothing happens, look for a notification that the pop-up was blocked.

Allow pop-ups from dividendvision.com (or add it to your browser's safe list), then click Download Report again to trigger the export. Most browsers show the file in your default downloads folder once the pop-up is allowed.