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
- 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?