Calendar

The Calendar page puts everything with a date on one calendar: your trades, the dividends you received and the ones expected, journal entries, earnings dates, economic releases and market holidays. Beside the filters are a yearly summary and the month calendar. Dividend totals live on the Dividends page.

Top bar

Accounts

Shown at the top left 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 the calendar and the yearly summary for just those accounts. Journal entries tied to another account are left out; entries tied to no account stay. It changes only this page; hidden accounts are listed greyed out (see Hide an account).

Currency

Next to Accounts. Says which currency the yearly summary and projected dividends are 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.

Filters

Quick Select and Custom Range

• This Week, This Month, This Quarter, This Year set the date range.
• Custom Range: pick a Start date and an End date. Clear dates removes the range.

The range applies to the yearly summary, and to the dividends, earnings, holidays and economic events on the calendar. Your trades on the calendar are always shown, and the range doesn't move the calendar: use the calendar's own controls for that.

Show on Calendar

Tick what you want to see:

• Trades: your buys and sells.
• Dividends: dividends you received, and the dividends expected on what you hold now.
• Holidays: days the US or Canadian markets are closed.
• Earnings: this year's reports and the ones to come, for each stock you hold, watch or track. Reports from before Nov 2026 aren't available. A date no one has confirmed is marked (Exp.) for expected. Hover a day for the timing and, once reported, EPS against the estimate; click the ticker for its report.
• Ex-Dividend Dates: the ex-dividend dates of the same stocks. A future date may have no amount yet. Dates the company hasn't announced but its schedule says to expect are marked (Expected) (see Expected dividends).
• Economic Events: scheduled economic releases (for example jobs or inflation reports), with the estimate or the actual figure when it's out.
• Journal Entries: your journal notes, on the days of the trades they belong to; a standalone entry on its own date.

Your choices are kept while you use the app; they reset when you close the browser tab.

Google Calendar

Connect Google Calendar copies your events to a Google calendar. Once connected you see the number of Events synced, the Last sync time, a Sync Now button and a button to disconnect. See Sync to Google Calendar.

Legend

The colors used on the calendar, one per kind of event: Dividend (Paid), Dividend (Est.), Earnings, Ex-Dividend, Economic Events, Holiday. Change them in Settings → Calendar; the legend always shows the colors in use.

Tracked tickers

Follow a stock's earnings and ex-dividend dates without holding it or putting it on a watchlist. Under Tracked Tickers, type a ticker, pick US or CA, press Look up and Track the listing you want. Its dates appear on the calendar, in the digest's "Coming up" list and in Google Calendar. Click a tracked ticker to open its report.

• Tick Earnings reminder or Ex-dividend reminder to also get the day-before reminder.
• Tracked tickers get no swing alerts: for those, put the stock on a watchlist with a Daily Swing %.
• The trash icon stops tracking it. A stock you also hold or watch stays on the calendar.

Yearly summary

Twelve boxes, one per month, for the year shown (change it with the arrows next to "year Summary").

• With Trades ticked, each month shows the profit or loss of the positions closed in it, the same figure as Performance Reports, and the year total appears as "Trades: ...". A month where you only bought shows $0: nothing was realized.
• With Dividends ticked, each month shows its dividends (received plus expected) and the year total appears as "Dividends: ...".
• Green means positive, red negative; the stronger the color, the bigger the amount.

Click a month to open it in the calendar.

The month calendar

Controls

• Today jumps to the current month.
• The arrows go to the previous or next month.
• The year and month menus jump to any month.
• On the keyboard: ← and → change month, T goes to today.

On the right, the month's totals: Trades (cash in and out, as above), Dividends, and Total when both are shown.

Days

Each day shows what happened on it. Hover a day to see its details.

• Click a day with trades to open the Trade Log for that date.
• Click a day with only dividends to open the Trade Log for that day's dividends.
• The journal icon opens the journal for that day, or starts a new entry for that date when there were no trades.

The WEEKLY column at the end of each row adds up the week's trades and dividends.

Expected dividends

The payments to come for the stocks you hold, for the next 12 months, as the shares you hold today × the dividend per share:

• An announced payment ("TICKER Dividend") uses the announced amount.
• An expected one ("TICKER Dividend (Est.)") follows the stock's schedule (monthly, quarterly, semi-annual, annual or weekly) from its last ex-dividend date, keeping the day of the month, and uses the last dividend paid.

No payments are expected for a stock whose dividends are irregular, that seems to have stopped paying, or whose last dividend looks like a one-time special: an announced date still shows. Expected ex-dividend dates follow the same schedule, for the stocks you hold, watch or track. This is the same schedule as Coming up on the Dashboard and the dates Google Calendar receives. They change when you buy or sell, and when the company changes its dividend. See Dividends.

Which dates are shown

Holidays, expected dividends, ex-dividend dates and economic events are shown for this year and next year; earnings from this year, up to about three months ahead. Your own trades, dividends received and journal entries are shown for any month.

Related

• Alerts and notifications: get an email the day before an ex-dividend or earnings date.
• Dividends