Dividends
Dividends you've received and the income your holdings are expected to pay over the next year.
The Dividends page has two tabs: Overview looks at this year and the year ahead, History looks back at every dividend you've received. The rules behind the numbers are in Dividends.
Accounts
Shown when you have two or more accounts that aren't hidden. All accounts opens a list: tick and untick accounts (or click None and tick just the ones you want) — your choice applies when you close the list — or click Only beside one, to see both tabs for just those accounts. It changes only this page; hidden accounts are listed greyed out (see Hide an account). Export follows the choice.
Currency
Says which currency every total on this page is in. With trades in both US and Canadian dollars it is a USD | CAD toggle: switch this page to the other currency and back; it changes only this page and starts on your saved Display Currency. With one currency it just shows it. See Currencies. Export follows it.
Export
Export at the top right downloads your dividends. Pick one or more formats (PDF, Excel, CSV, JSON or Word) and click Export. The format set for Dividends in Settings → Export is ticked for you.
Overview tab
Summary cards
| Card | What it shows |
|---|---|
| Received Dividends | Dividends paid to you since January 1 of this year |
| Portfolio Yield | Your holdings' dividend yield at today's prices, weighted by how much of each you hold |
| Est. Monthly | Expected dividend income per month (Est. Yearly ÷ 12) |
| Est. Yearly | Expected dividend income over the next 12 months |
The estimates assume each stock keeps paying its most recent dividend, as often as it has been paying. They are estimates, not promises.
Dividend Income Forecast
Shown when you hold shares. The chart shows the last 12 months of dividends you received (Historical) and the next 12 months the app expects (Projected). The Now line marks today. The title bar shows Projected Annual, the total expected. Click the title bar to fold the chart away.
Dividend Projections
One row per dividend-paying stock you hold:
| Column | What it shows |
|---|---|
| Ticker / Exch | The stock and its exchange; click the ticker for its Ticker Report |
| Shares | Shares you hold now |
| Frequency | How often it pays (weekly, monthly, quarterly...), or why there's no estimate: Variable, No recent dividend, Last one special? or Unknown (why) |
| Next Est. Payment | When the next payment is expected |
| Est. Amount | Your next payment: last dividend per share × your shares |
| Yield | The stock's dividend yield at today's price |
| Annual Est. | Est. Amount × payments per year |
Est. Amount and Annual Est. are in the stock's own currency. Total Annual Projected Income at the bottom adds them up in your display currency (see Currencies). Rows without an estimate show dashes and are highlighted; hover the badge for the reason.
Dividend Yield Comparison
Shown when you hold shares. The header boxes show your Portfolio Yield on Cost (annual dividends ÷ what you paid), Annual Income, and your Highest Yield and Lowest Yield stocks. The table compares each stock:
- Cost Basis: what you paid per share.
- Annual Div: the yearly dividend per share.
- Yield: annual dividend ÷ current price.
- YoC (yield on cost): annual dividend ÷ what you paid. A stock bought cheaply years ago can have a high YoC even when its yield today is modest.
Click the card title to fold it away.
History tab
Summary cards
The same four cards as on Overview, except Received Dividends counts every dividend you've ever received, not just this year's.
View Individual Dividend Transactions
Opens the Trade Log in the List view showing only dividends, where you can edit, tag or delete single payments.
Dividend Income Heatmap
A grid with one row per year and one column per month. Darker squares mean more income; point at a square to see the amount. The Avg row shows each month's average over the years that had income in that month. The title bar shows how many years are covered and the total. Click the title to fold it.
Dividend Income Growth
A bar per year with your total dividend income. Point at a bar to see the amount and the change from the year before (YoY). The title bar shows:
- Total: growth from your first full year to your last full year.
- CAGR (compound annual growth rate): the average growth per year over that time.
The current year is left out of both because it isn't finished yet.
Yearly Summary by Ticker
One row per stock and one column per year, with a Total column. The current year is marked YTD. Small badges show the change from the year before. Click the title to fold it.
Choosing which cards appear
You can hide any of these cards and set whether they start open or folded in Settings, on the Theme tab (Card Visibility and Card Display Defaults).