Getting Started Guide
New to Dividend Wealth? This walkthrough gets you from zero to a fully tracked dividend portfolio in about 10 minutes.
What you'll set up
Account → first portfolio → your holdings → dashboard → research tools → alerts. Each step links to a deeper guide if you want more detail.
Step-by-Step
Create your account
Sign up with your email or Google account. Verify your email and set up your profile to personalize the experience.
Create your first portfolio
From the dashboard, click "Create Portfolio" and give it a name (e.g., "Roth IRA" or "Taxable Brokerage"). Free accounts include one manual portfolio; Standard and Premium plans support more — see /pricing for details.
Add your holdings
Add transactions one at a time or import them in bulk via CSV. Always enter the original price and quantity from your brokerage statement — the system handles stock splits automatically.
See: Adding Transactions guideExplore your dashboard
Once your holdings are in, your dashboard comes alive: dividend income projections, yield on cost, payout schedule, and portfolio analytics — all updated daily.
Research new ideas
Use the Stock Screener and Comparison tools to find dividend stocks that fit your strategy. Every stock has a Dividend Score (A+ to F) measuring safety, growth, and financial health.
Set alerts and watchlists
Build watchlists of stocks you're tracking, and set alerts for ex-dividend dates, dividend hikes, and price targets so nothing slips by.
Where to go next
Still have questions? Visit the Help Center or email us at customerservice@dividend-wealth.com