Q. How do I transfer my TDM data from one computer to another?

Q. What fonts do you suggest using?

A. Arial, MS Sans Serif are the default.  We suggest Arial.  If you are starved for more screen space, try using Liberation Sans.  It still looks clean for being a smaller font.  You can modify the fonts of various items through-out the software to keep the displays looking sharp and to your liking.

Q. What is and when do you use the 'Rebuild Balance' feature?

A. Balances are automatically maintained, however, there are occasions when you will want to manually initiate a  rebuild balance.  Examples - Backdating in entries that effect balances, importing register items for the first time, etc.   When choosing the time-frame to rebuild, always go back to the earliest date you recently modified.

Q. Can I change which columns/headers i see on my Portfolio and Watch list?

A. Yes.  Right click your mouse on any Header column.  You can add/remove columns.  There are many more to choose from that are not standard on install.  You can change the order of the columns and you can rename the name of the column.

Q. How do i look-up/add preferred & classified stocks? What about Dividend Information?

A. You want to use the same ticker symbol that is recognized by Yahoo Finance.  These stocks can be problematic.  You tend to get basic information with these types of stocks.  These stocks use different stock tickers as there is no conformity, please let me know when your using a particular preferred or classified stock.  We can make sure we have ticker mappings for all the various sources to support the stock as much as we can.  We can update the ticker mappings on the fly without having to re-issue a new updated software.

Q. Why is the balance history bar chart empty or missing dates?

A. Balance history is only valid if you own stocks and/or keep valid cash balances within the register.  This helps you keep track of your portfolio value.  You can build your balances by clicking the [File] menu option and choosing the option to build balance.  You can periodically build balances, especially if you back date any buys/sells into the system.  This will automatically calculate your daily cash and market values.  Verify your register cash balance are valid before you build your balance.

Q. Tell me about Ex-Date

A. To be eligible to receive a dividend, you must own the stock before the companies published ex-date.  Think of it as the expiration date to which you no longer qualify receiving the upcoming dividend.  In an example, let's say stock ABC's ex-dividend date is Feb 5th.  If you purchase the stock on or before Feb 4th, you should receive the upcoming dividend.  If you have waited until Feb 5th, it's too late.

TDM Testimonial

You are great! I recommend this tool to everyone I know may be interested. I don't know what I'd do without it.  - July 15th, 2016

TDM Fact Sheet

Whats your return?  TDM keeps track of your dividend APY per stock and portfolio. 

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