Stock Events: portfolio workflow and limits
An app-oriented workflow for following holdings, dividend dates and portfolio-related events.
Edition and operating model
Mobile-led
Selected cost and free boundaries
Inspect current app subscription and holding limits; selected home-page features do not establish full free entitlement.
Keeping records
Portfolio and dividend-event tracking; distinguish forecast calendars from actual received payments.
Limits to check
A forecast distribution calendar is not a reconciled cash ledger. Check whether displayed income is gross, net of withholding or estimated; verify holdings and historical transaction limits.
A practical migration test
Compare a dividend calendar entry with the payment on your broker statement and inspect a withholding adjustment. Export a small example if supported by the selected tier.
Preserve an independent copy of dated trades, fees, cash flows and valuation sources. Import compatibility and a displayed market value do not prove a fully reconciled return history. Try a small copied example and inspect export before replacing your primary record.
Primary evidence
Stock Events investment and dividend tracking
Checked 17 October 2026; no authenticated account, native broker connection or tax-report acceptance was tested.
Compare all selected trackers ยท Analyze a manual holdings snapshot