Dividend Vision โ€” Portfolio
DV
Dividend Vision

Portfolio Upload

Upload your portfolio CSV to visualize your dividend data
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CSV Requirements

  • Must contain: Ticker, Value, Distribution Rate
  • Value numeric dollars. Distribution Rate as percent, e.g. 5.25 for 5.25%.
  • Headers on first row. Comma, tab or semicolon delimited supported.
  • Optional: add a Group column to tag holdings for group charts, filtering and reporting.