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PortTrak - Interest & Dividends


If you own stocks which pay dividends, or keep cash laying around in your portfolio, then you will periodically have more cash to deal with. On the other hand, if you are using a margin account and borrowing money from your broker to invest, or if you short stocks, you will occasionally have interest payments to deal with.

Both of these are dealt with using the Interest/Dividend Button. The dialog box will allow you to either enter or remove money from the cash line of your portfolio. Enter the dollar amount of either the Interest/Dividend (money coming to you), or Interest (money paid by you) as a decimal, since PortTrak will not accept fractions.

 

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