Interactive Investor workflow
Use activity exports for dividend credit rows.
Interactive Investor dividend rows can be verbose. DiviScout looks for credited cash activity and extracts the payer from the description.
Interactive Investor export guide
Use Interactive Investor activity exports for dividends and cash movements.
DiviScout supports Interactive Investor CSV exports that include activity rows such as dividends, buys, sells and credits. Holdings exports can also help build the current portfolio view.
Local-first analysis
- 01
Files are parsed in your browser.
- 02
No broker login is required.
- 03
Use exports for dividends, tax and allocation checks.
Interactive Investor
Choose an export
Illustrative guide. Broker screens can change; use this to identify the type of export DiviScout expects.
Screenshots
What to look for before uploading
Screen 1
Choose activity history
Activity exports should include trades, cash movements and dividend credits.
Activity CSV- 01
Portfolio valuation
- 02
Activity history
- 03
Secure inbox
- 04
Regular investments
Screen 2
Include credits and dividends
Do not filter down to trades only if you want the dividend page to populate.
Dividend rows- 01
Trades only
- 02
All activity
- 03
Fees only
- 04
Open orders
Screen 3
Use holdings for allocation
Holdings exports are useful for current position views, but activity exports are better for dividend timelines.
Holdings snapshot- 01
Dividend credit
- 02
Current holdings
- 03
Cash transfer
- 04
Contract note
01
Export activity
Choose a date range that includes the dividend payments and cash movements you want to analyse.
02
Avoid trade-only filters
Dividend credits can disappear if the export is filtered to trades only.
03
Add holdings if needed
Upload holdings separately when you want allocation and rebalancing views.
04
Review unclassified rows
Interactive Investor descriptions vary. Check warnings after upload.
Dividend credits
DiviScout extracts payer names and amounts when credit descriptions are recognisable.
Date handling
The app prefers transaction dates for income timelines and keeps settlement dates where available.
Portfolio snapshots
Use holdings exports when you want allocation and rebalancing views, not just activity analysis.
Interactive Investor export guide FAQ
Which Interactive Investor export is best for dividends?
The activity CSV is the best starting file because it can contain credited dividend rows, trades and cash movements in one export. Holdings CSVs are more useful for current allocation than income timelines.
Why is my Interactive Investor dividend view empty?
A common reason is that the export was filtered to trades only rather than all activity. DiviScout needs the credited cash and dividend rows to build the income view.
Should I upload holdings as well as activity?
Yes, when you want current allocation or rebalancing views. The activity export explains the history, while holdings help confirm what you own now.
What should I open after this guide?
After exporting the files, open DiviScout to upload them or use the broker export guides hub if you are comparing workflows across other supported brokers.
Next pages to use
Privacy
Upload the original export, not your login.
DiviScout parses CSV and PDF files locally in your browser. The file content is not stored server side, and you do not need to connect your broker account.
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