Dividend tracker

Every dividend you were paid, and the next twelve months, worked out from your holdings.

Connect your broker read only or upload your history. Payments land on a calendar with their dates, withholding is split out per country, and the forecast follows the shares you hold on the ex-dividend date.

Create a free account Open the live demo
Free plan, no card One portfolio and 10 stock holdings free Bonds, options and custom assets do not count
A dividend report showing gross, withholding and net income, the top payers and the twelve month forecast A dividend report showing gross, withholding and net income, the top payers and the twelve month forecast
AllInvestView
14
Countries with dividend and capital gains rules built in
12 months
Of income forecast from today's holdings
Daily
Prices and dividend dates refreshed

Payments on the day they arrive

Upcoming dividends sit on their pay dates, taken from the published ex-dividend and payment dates. You do not maintain a schedule. Entitlement follows the shares you held on the ex-dividend date, so a position opened two days late does not inflate next month.

Open the dividend calendar
A dividend calendar with September payments placed on their pay dates, each marked as an estimate A dividend calendar with September payments placed on their pay dates, each marked as an estimate AllInvestView
September payments on their pay dates, each marked as an estimate.

Gross, withheld and net, payer by payer

The report totals what you were paid, what was withheld at source and what reached your account. It shows which payers carry your income and how fast each one is raising it. Yield on cost sits next to each holding, so you can see what the shares you bought years ago pay today.

See the dividend report
A dividend report with gross, withholding and net income over 152 payments, the top payers with their growth rates, monthly income history and the forward forecast A dividend report with gross, withholding and net income over 152 payments, the top payers with their growth rates, monthly income history and the forward forecast AllInvestView
A demo income portfolio: 152 payments, monthly history by payer, and the forward forecast at the bottom.

The next twelve months, at today's holdings

The forecast takes the shares you hold now and the dividends each company has declared or paid on its usual cycle. Add a position and next month's figure moves. Sell one and it drops out. Monthly, quarterly and annual totals are on the same page.

The twelve month dividend income forecast, month by month, with the running total beside it
The twelve month dividend income forecast, month by month, with the running total beside it
AllInvestView
The forward income forecast for the coming year.

Withholding per country, ready for the tax return

Every payment keeps the tax withheld at source and the country it came from. The tax report lists dividend income beside capital gains, under the rules of the country you file in, with 14 countries built in and the rates editable. Export it as PDF, Excel or CSV for your accountant.

See the tax report
A tax report showing dividends, capital gains and estimated tax together, with the jurisdiction and cost basis selectors A tax report showing dividends, capital gains and estimated tax together, with the jurisdiction and cost basis selectors AllInvestView
Dividends, gains and estimated tax in the same report.
Getting started

How dividends get in

1

Connect or upload

Connect your broker read only, or upload your history as a file. Trades come in with their dates.

2

Dividends arrive on their own

Payments are matched to your holdings from published dividend data. Nothing to type.

3

Fix what is missing

Add a dividend the data missed, or mark one you did not receive. The report and the forecast update.

Questions

Dividend tracking, answered

Do dividends import automatically?
Yes. Once your holdings are in, payments are matched from published dividend data, with their ex-dividend and pay dates. You can add or correct any of them.
Does it handle withholding tax?
Yes. Each payment keeps what was withheld and the country it came from, and the tax report totals it per country.
Can I see what I will receive next month?
Yes. The calendar places upcoming payments on their pay dates and the forecast totals the next twelve months from today's holdings.
Does it track dividend growth?
Yes. The report shows how fast each payer has raised its dividend and how your total income has grown year on year.
Do reinvested dividends count?
Yes. A reinvested dividend is still a dividend paid to you, so it counts as income. The shares it bought come in as a purchase with the rest of your trades.
What does the free plan cover?
One portfolio and 10 stock holdings, with no card. Bonds, options and custom assets are not counted against that. Broker sync, more portfolios and more holdings are on the paid plans.
Is there an app?
Yes. The iOS and Android apps show the same portfolio, dividends included.

See your dividends the way they really are

Connect read only or upload a file. The calendar, the report and the forecast fill in from your own holdings.

Create a free account