Portfolio Import
Brilliantly independent
A couple of clicks:
Thoroughly connected, autonomously entwined. In other words: Brilliantly independent.
The data of your portfolio is the very essence of your investments.
Portfolio Import
We know. Which is why much of our energy has gone into establishing connections with the most relevant banks and brokers. Not just technically-speaking, giving thanks here to our talented developers; we mean face-to-face collaborations as well – gradually building up trust with also the kinds of financial institutions that, in general terms, tend to shy away from teaming up with outside sources due to managing highly sensitive information.
Because of this – our extensive yet intimate network
Divizend’s bank-independent platform is able to host all kinds of clients;
Is able to offer users from all walks of life the possibility to experience their dividends in a new light.
No matter how big or small;
The full investment picture in great detail
Automatically, the full investment picture in great detail – no matter how big or small; how simple or complex. The retrieving and processing of documents included.
Bye-bye uploading those papers manually in order to refresh portfolio data
Straight away: all that time. That time. That precious, precious time.
Our driving mission is to genuinely encourage financial prosperity
We really want you to make the most out of your investments; especially hop on that dividend wagon.
Any aggregation is free of charge!
And yes, we dare to say forever. Import as many accounts and portfolios and stocks as you want. Now, or down the line. Whatever floats your boat.
We promise, we won't change our mind
Manager-in-chief:
Be your own portfolio editor
Especially interesting for those who prefer updating their portfolios with their own two hands – favoring to skip synchronization.
Within your Divizend account
View the historical road of your individual dividend transactions:
How many shares where bought when; Splits and ISIN-changes that may occurred. Intuitively edit details, and manually add newly acquired positions. Should a position require some amendment, you’ll be notified.
Y(our) dividend database.
An archive of sheer brilliance.
Feels silly to say this, but it’s true:
Our dividend database is the best there is
Cross-checked via an array of different methods, Divizend offers the highest dividend data quality of over 15,000 stocks, from over 20 different global markets.
For each dividend, find a ready-to-use history of each stock – containing the information of ex- and payout date, as well as amount per share. Simply tell Divizend how many shares you owned on those key dates, and it will calculate your dividend income.
Highest dividend data quality
Over 15,000 stocks
Over 20 different global markets
Postbox Access
When we said thorough, we meant it
Thanks to Divizend’s deep- and wide-reaching connection, the postbox of your portfolio is automatically accessed once importing your data. Like that, there’s no longer the need to dig through hundreds of documents and physically upload them in order to refresh your investment situation.
Utterly in-sync, even the Maximizer tool is being fed with all the necessary dividend receipts, ensuring you stay constantly informed about any new withholding tax reclaim opportunities.
There, available. But detached. And therefore also the safest of safe.
Synchronization:
Coexistence at its best
By agreeing to unify Divizend with your portfolio(s), every single action since your last update is automatically detected and processed. Your entire investment situation is flawlessly refreshed. Extracted portfolio documents are instantaneously put to use. Right away, for example, fed to the Maximizer.
As we never save your login information, the synchronization is launched – every single time – manually. Consequently: your information is safe, protected from any kind of third party. Us – Divizend – included.
When it comes to the actual portfolio import
Divizend does not utilize any external supplier
Each point of intersection has been entirely conceived by our small, intimate team.
All imported data is solely used for the services offered on our platform.
Not in a million years do we give out data – which includes marketing purposes.
Banks and Brokerage Firms Supported on Divizend
Let’s be clear: our mind is set on the world – but because the world is big and vast, and often pretty damn complicated, for now we’ve primarily concentrated on linking up with the most relevant players of the DACH region.
These are the following institutions we support, sorted by country:
Austria
Germany
Switzerland
Liechtenstein
Didn’t find what you are looking/hoping for?
Should your bank not be listed, simply get in touch and we will set up the connection right away. The same goes for countries – write to us, and we will figure it out.
To all our future customers based in the US and Japan, and China: we’re on it.
