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Frequently Asked Questions

Is DRIP Wizard difficult to learn?
Does DRIP Wizard handle stock splits?
I have a stock that merged with another company or spun-off shares of a new company. Does DRIP Wizard handle this?
How can I get help?
Can I use DRIP Wizard to keep track of multiple portfolios?
Is there a Mac version?
Can I import data from Quicken or Money?
Will I get upgrades, and if so, how?



Is DRIP Wizard difficult to learn?
No. DRIP Wizard was designed to be very easy to learn and to use. It will likely only take you a few minutes to get the hang of everything, then you will be ready to keep track of all your investments.  We have lots of customers that know nothing about computers, happily using DRIP Wizard.

Does DRIP Wizard handle stock splits?
Yes. You just enter the split conditions (like 2 for 1) and DRIP Wizard makes all the necessary adjustments to the price per share, etc. It's all adjusted automatically.

I have a stock that merged with another company or spun-off shares of a new company. Does DRIP Wizard handle this?
Yes. We have a specially designed wizard to help you through making the adjustments. You just need to enter a few numbers (like how many shares you received, etc.) and DRIP Wizard does the rest. Your cost basis and purchase information is all automatically updated. We have also set-up a special web-page to help our customers with these restructures. The page lists specific conditions of the various mergers and spin-offs that have occurred over the last 20 years. We also continue to build on this list as customers request specific information about their stocks.

How can I get help?
We pride ourselves on offering the best possible customer service. If you have any questions or problems, send us an e-mail at support@dripwizard.com. You will receive an informed and timely response to any of your questions.

Can I use DRIP Wizard to keep track of multiple portfolios?
Yes. Portfolios are each in their own file. A portfolio can have an unlimited amount of stocks in it. Because portfolios are in their own file, you can have an unlimited amount of portfolios. Or, you may choose to keep all your holdings in the same portfolio and group them into your own custom categories. Either way, you'll find DRIP Wizard has no problems handling multiple sets of holdings.

Is there a Mac version?
No. But we are considering developing one. There may be one available at the end of 2003. To keep in touch with us and to ensure you'll be notified of such a release, feel free to join our e-mailing list.

Can I import data from Quicken or Money?
Not yet. We are in the process of adding this feature. We expect it to be ready by the end of 2003. All current DRIP Wizard customers will receive a free upgrade.

Will I get upgrades, and if so, how?
Each purchase of DRIP Wizard comes with a 2-year free upgrade guarantee. We post the upgrade patch on our website. For larger upgrades, we will send our customers an e-mail with notification of the upgrade and a link to the file. The files are generally small and the whole process only takes a couple of minutes to complete.

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Simplisoft LLC  |  2910 Rose Hill St  |  Boise, ID 83705  |  email:  support@dripwizard.com  |  Fax 267.373.4213  |  Copyright 2010  

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