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  2. Generator

Generator

The Generator is the DividendMax portfolio management tool

  • What is the Generator?
  • How do I create a new portfolio?
  • How do I add a holding to my portfolio?
  • How do I manage the holdings in my portfolio?
  • How do I add a transaction to my portfolio?
  • How do I edit a transaction in my portfolio?
  • Navigating the transaction calendar
  • How do I delete my portfolio?
  • How do I set the opening balance of my portfolio?
  • Can I change the currency of my portfolio?
  • Holdings with and without transactions
  • Portfolios with and without a balance
  • Dividend payment missing from the Income tab in Generator
  • Why is my portfolio value different to the market value of my holdings?
  • How do I adjust my holding after a share split or consolidation?
  • What should I do when a takeover happens?
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