I would like to be able to add multiple stocks at one input field separated by comma

I would like to be able to see my total investment/cost basis for all holdings, also with a "Total Return" metric.

I have multiple "realtime owned portfolio's and would like to also run "mock" portfolio's but these mock portfolio's distorts "dashboard global real portfolio" unless I delete the mock portfolio first. This is a lot of extra work. If I could pick which portfolio goes into the dashboard this would make it much easier to keep "mock" portfolios running separately to see how they fair before actually buying the stock or ETF in one of my real accounts.

https://www.revolut.com

It would be very good to add price alerts for my Portfolio/Watchlist stocks

Ability to select (check box/select) the accounts to be seen on payout calendar. As well as dividend yield, yield on cost, monthly income and annual income.

I want to be able to select investment accounts leaving out roth accounts or vice versa.

https://thedividendtracker.kampsite.co/suggestions/2126309a-bcbe-45a1-ac93-56b894eb83a0

The pages can have a formatted print report icon to allow printing of the full page.

Especially useful to be able to print the dashboard page to keep a copy in a personal finance binder. Also useful if you wanted to do some marking up and planning without having to hop back and forth between pages.

(Ctrl + P as icon button)

I would like to be able to define a goal (for example dividends per month) and attach that specific goal to a specific portfolio. Then when I select the overview for that portfolio, I can see how close or far away I am from that goal.

I'd like the ability to copy or move an entry to a different portfolio.

I'd like to be able to re-order or drag to rearrange the portfolios in the menu bars. Thanks!

It seems that a lot of data is missing for Mutual Funds/ETFs. VTSAX, VIMAX VTI, VIMAX VSMAX, VTMGX, FBIFX, FZROX, SPAXX and VIRSX -- just to name a few.

https://thedividendtracker.kampsite.co/suggestions/b3f21a95-bad6-4f55-aba0-9ac8a73edc7a

When looking at my portfolio i'd love to see how my day/week/month/year gains/loss compares to the S&P in the graph

I would like to be able to set different portfolio to their currency. I have separate portfolios for US and UK stocks and it would be nice to see their values in their native currency.

It would be great if Compaundfolio could integrate with Google Calendar, say, automatically create a Custom Calendar and add events for each Dividend payout. By going so, I could receive an email/SMS notification one week before a dividend payout, like a paycheck ;)

Having goals is great, however when an individual more than portfolio then multiple goals are needed. When we click into a portfolio that individual portfolio should have its own set of goals. It would be great if that feature could be created.

Each portfolio with their own separate goals.

Get info of after tax earnings.
Monthly dividend earn after Tax.
Its can be great

For those of us wtih ETFs in our portfolios, would be good to see through the ETFs and include the underlying investment holdings within our diversification analysis. Currently it shows ETFs and Mutual funds in an Miscellaneous bucket with no transparency.

This data is only valuable when your broker supports fractional shares. Maybe have an option / setting to round to the nearest share and enable it automatically for M1 and other Brokers that support it by default.

https://thedividendtracker.kampsite.co/suggestions/0a0b8b1f-3053-4ebc-8c96-ca5bdb22c6eb

Landing page with Annual income amount from Dividends, Monthly, daily, hourly, dividend growth (1yr), dividend growth (5yr), Predict future amount/total yearly income for 1 year, 5 year, 10 years ect

Would love to see the Future Income Calculator have the option to make projections using my actual portfolio.

Something like a filter(kinda how the tab for dividend kings/aristocrats is) to see stocks/etf's payout dates. Say someone wants to find stocks that pay out dividends in January, April, June, December etc. They can just click on the month or whatever could be implemented and see a list that pays out for that month. Kinda streamline the search for new stocks/etf's if someone needs to fill in a month they aren't getting dividends in.

I would like to option to save the values entered into the calculators.

It would be great to have a trial period in order to evaluate if paying for the application is worth it.

Wrong: Although we don't currently offer Trial periods, we do have a 14-day money-back guarantee (no questions asked). If you'd like, you can sign up, and if you're not happy, we'll happily issue you a refund.

Make charts downloadable as an .xls file (for ex.)

Nothing fancy but extremely useful! Please add a "notes" field for positions! Ideally with options for more than one. This would enable users to generate their own content (potential data harvesting opportunity for the site).

The use cases are endless. I'd primarily use it to record my core thesis, risk grades, and sell triggers for each holding. Right now I'm doing this by exporting to an excel / access db because this is a "must have" for me.

Update or improve the internal DRIP shares update feature between brokerages and the Dividend Tracker. DRIP happens and it takes days for the tracker to update when its linked to a brokerage or it doesn't update at all.

Would love to see the ability to update DRIPs manually, without having to keep track of separate transactions in offline spreadsheet

It would be good to get an update when stocks on your portfolio get a dividend hike/depreciation
This could also be reflected on your yearly gains

THIS WOULD BE USER ENTERED VALUES FOR TARGET BUY AND SELL PRICE COLUMNS ON THE WAIT LIST

Anyway to remind yourself of when you wanted to action, seems pretty basic as part of the process of tracking stocks, dividends, etc

Next to the ticker name in the Dashboard view, it would be helpful to show which portfolio(s) contain this particular holding. Even if it were a small number (number the portfolios1,2,3,4,etc from top to bottom).

I'd like the ability to drag to reorder the different holdings that I have in my watchlist page.