Dividend Transaction Editing
I'm loving the Portfolio 2.0 Beta. The dividend feature is really helpful and exactly what I was looking for. Even though the dividend transactions are accurate 98% of the time, sometimes there are duplicate transactions or some error in a reported dividend. However, currently, there is no option to edit the dividend records.
1. Please let there be an option where users can edit the dividend transactions after they have been automatically added to the dividends tab or let users add them manually also.
2. Can you please add a feature of yield on cost wherever applicable?
3. Option for seeing projected annual dividend income, dividend growth rate, and dividend yield of the portfolio as a whole (if applicable).
Once again, thank you so much for constantly improving the portfolio.
Karandeep Kumar
shared this idea
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D B
commented
at the very least an edit button
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Marc Meissner
commented
It's excellent that dividends are added automatically, but they don't allow me to account for withholding tax based on my country - or do any manual edits. Therefore, the accuracy of my portfolio is now rendered useless!
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Kenneth Madsen
commented
Would also be nice to have the option to add a historical dividend that was not automatically added.
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sorosch
commented
Would be a nice feature.
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Dzianis Frydliand
commented
I would also have control over dividends in portfolio. It can we as simply as manually edit dividends transactions. This should resolve issues for accuracy and different taxes.