I’m Pat Rosenheim, a.k.a. the PandA Trader.
NOTE: This post might be graphic-intensive, so might take a while to load on a mobile device.
I decided to start using the TDM software again. I downloaded it from http://www.thomasdividendmanager.com/index.php/download-tdm and I was good to go!
It’s different from my spreadsheet, and a lot less work for me. The TDM software gets the dividend dates, ex-dividend dates, etc. It then calculates the expected dividends, and is often closer to actual dividends received than my spreadsheet! So, I just post the screenshots here each week to let you all have a look at what the software is doing for me as far as recording stock buys & sells, dividends, etc.
I have set up the Fidelity accounts (and the joint taxable account held at Capital One Investing) to DRIP the dividends since there was a possibility I would be getting a discount (only at Fidelity). I love discounts! I love dividends! Discounted dividend stock sent me into a slight euphoria!
Five out of eight accounts will DRIP, and the other three will not.
So, first I looked at the accounts;
This window pops up if you have more than one account and click the account name in the lower left corner. You can also set the location for the program data here.
For this post, I am going to look at the portfolio view(s) for each account, and we’ll take it from the top, so first on the list is Fidelity Roth-A and then we’ll continue down the list one by one.
Ready? Here we go…