Public Dividend Tracker

Public tracking in YieldLens works through automatic sync of positions, transactions, and dividends, or a CSV export of your holdings. Connecting is the simplest path to a complete income picture.

How to track your Public dividends

1. 1In YieldLens, open the Broker Accounts tab and connect Public for automatic sync.
2. 2Or export a CSV: in Public go to your Portfolio > Customize > Download, choose your holdings, and download.
3. 3Upload the CSV to YieldLens to import your positions.

Good to know

• The Public CSV export covers holdings/positions only — use Auto-Sync to bring in transactions and dividends.
• Margin balances aren’t synced from any broker — enter your margin amount manually on the Margin page.