Getting Started with DividendPro

Welcome to DividendPro! This guide will walk you through everything you need to know to get the most out of the platform.

What is DividendPro?

DividendPro is a comprehensive dividend portfolio tracker and analyzer. It helps you:

• Track all your dividend stocks in one place
• Monitor your dividend income over time
• Analyze stocks for dividend quality
• Project future passive income
• Make informed investment decisions

Setting Up Your Portfolio

Adding Your First Stock

1. Navigate to the Portfolio tab
2. Click Add Stock
3. Enter the stock ticker (e.g., "AAPL", "KO", "JNJ")
4. Input your shares owned and cost basis
5. Click Save

DividendPro automatically pulls dividend information, including:

• Current dividend yield
• Dividend payment frequency
• Ex-dividend dates
• Dividend history

Importing Existing Holdings

If you have an existing portfolio, you can import it:

1. Go to Settings Import
2. Upload a CSV file with your holdings
3. Map the columns to match DividendPro''s format
4. Review and confirm the import

Understanding Your Dashboard

Portfolio Overview

The main dashboard shows:

• Total Portfolio Value: Sum of all your holdings
• Annual Dividend Income: Projected yearly dividends
• Monthly Income: Average monthly dividend payments
• Yield on Cost: Your actual yield based on purchase price

Income Calendar

The dividend calendar displays:

• Upcoming dividend payments
• Ex-dividend dates (when to own for dividends)
• Payment dates (when you''ll receive money)
• Amount expected per holding

Analyzing Dividend Stocks

Stock Analyzer

Use the analyzer to evaluate new investments:

1. Enter any stock ticker
2. View key dividend metrics:
   • Current yield
   • 5-year dividend growth rate
   • Payout ratio
   • Years of consecutive increases

Quality Indicators

Look for these green flags:

Dividend Aristocrat: 25+ years of increases Low Payout Ratio: Under 60% (room to grow) Consistent Growth: 5%+ annual dividend growth Strong Coverage: Earnings cover dividends 1.5x+

Watch for these red flags:

Extremely High Yield: Over 8% may signal trouble Negative Growth: Declining dividends High Payout: Over 90% may be unsustainable Inconsistent History: Cuts or freezes

Tracking Your Progress

Income Charts

Visualize your dividend journey:

• Monthly Income: Bar chart of payments received
• Income Growth: How your dividends grow over time
• Sector Breakdown: Diversification by industry
• Yield on Cost: Your real return on investment

Goal Setting

Set and track income goals:

1. Go to Goals New Goal
2. Set your target (e.g., "$500/month in dividends")
3. Track progress with visual indicators
4. Celebrate milestones!

Pro Features

Dividend Forecaster

Project your future income:

• See estimated income 1, 5, 10, 20 years out
• Model different growth scenarios
• Plan for retirement income needs
• Adjust for dividend growth rates

Tax Reporting

Simplify tax season:

• Qualified vs. ordinary dividend breakdown
• Annual summary by account
• Export to tax software formats
• Track cost basis for sales

Alerts & Notifications

Stay informed:

• Dividend announcement alerts
• Ex-dividend date reminders
• Unusual yield changes
• Dividend cut warnings

Best Practices

1. Keep Your Portfolio Updated

• Add new purchases promptly
• Update when you sell
• Record reinvested dividends
• Track all accounts

2. Regular Reviews

• Monthly: Check dividend payments received
• Quarterly: Review portfolio allocation
• Annually: Assess dividend growth and goals

3. Use the Research Tools

Before buying:

• Check the stock analyzer
• Review dividend history
• Compare to sector peers
• Consider valuation metrics

Keyboard Shortcuts

Speed up your workflow:

Getting Help

Need assistance?

• Help Center: In-app documentation
• Email Support: help@dividendpro.io
• Community: Join our Discord
• Blog: Tips and strategies

Start Building Wealth

You''re now ready to use DividendPro to build your dividend portfolio. Remember:

1. Start with quality dividend stocks
2. Reinvest dividends when possible
3. Track your progress regularly
4. Stay patient - dividends reward long-term thinking

Your journey to financial freedom starts with the first dividend. Let DividendPro help you every step of the way!

Helpful Calculators:

• Dividend Yield Calculator — Analyze any stock's yield
• DRIP Calculator — Project your reinvestment growth
• Yield on Cost Calculator — Track your true dividend return over time
• Dividend Income Calculator — Plan your income goals
• Dividend Aristocrats List 2026 — Find quality dividend stocks
• All Free Calculators — Every tool in one place