Free Dividend Report

Dividend Income Report

Track every dividend payment, visualize monthly income trends, forecast future payouts, and see tax withholding by country — all in one comprehensive report.

Portfolio
Period
Date Range
Total Dividends
$4,892.30
42 payments received
Tax Withheld
-$734.85
15% avg withholding
Net Income
$4,157.45
After all taxes
Yield on Cost
3.24%
Based on cost basis
Monthly Dividend Income
12-Month Forecast
AssetEx-DateAmountTax RateNet Amount
Apple Inc. (AAPL)Feb 10, 2025$125.0015%$106.25
Vanguard S&P 500 (VOO)Mar 28, 2025$342.6015%$291.21
Johnson & Johnson (JNJ)Feb 24, 2025$98.4015%$83.64
Realty Income (O)Mar 31, 2025$76.5015%$65.03
Microsoft Corp. (MSFT)Feb 20, 2025$187.5015%$159.38
Procter & Gamble (PG)Jan 23, 2025$94.2015%$80.07

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Track every dividend payment, see tax withholding by jurisdiction, and forecast your future income.

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What's Inside the Dividend Report

Everything dividend investors need to track income, optimize tax efficiency, and forecast future payouts.

Monthly Income Charts

Visualize dividend income trends month by month with cumulative view toggles to see your income growth over time.

12-Month Forecast

Project future dividend income based on your current holdings, historical payout schedules, and declared dividends.

Tax Withholding

See withholding tax rates by country for every payment. Know your gross income, tax withheld, and net income at a glance.

Multi-Currency Support

Dividends in any currency are automatically converted to your base currency with accurate historical exchange rates.

Ex-Date Calendar

Never miss a dividend. Track upcoming ex-dates across all your holdings to plan your income and purchases.

CSV, Excel & PDF Export

Download your complete dividend history with payment dates, amounts, tax rates, and net income for tax filing or analysis.

Frequently Asked Questions

Common questions about the AllInvestView dividend report.

How does the dividend forecast work?

AllInvestView projects your future dividend income based on your current holdings, their historical payout schedules, and declared upcoming dividends. The 12-month forecast updates automatically as you add or remove positions.

Does the report track tax withholding by country?

Yes. The dividend report shows withholding tax rates by country for each payment. It calculates gross income, tax withheld, and net income so you can see exactly how much you keep after taxes across all jurisdictions.

Can I see dividends in my local currency?

Yes. AllInvestView automatically converts all dividend payments to your chosen base currency. You can track dividends paid in USD, EUR, GBP, CAD, AUD, and 30+ other currencies.

What export formats are available?

You can export the full dividend report as CSV, Excel (XLSX), or PDF. The export includes payment dates, amounts, tax rates, net income, and currency details — ready for tax filing or analysis.

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