Payouts month by month
The chart shows dividends received per month – for the last year, 2, 5 or 10 years – or yearly totals for the last decade. You see right away which months pay the most and how your passive income grows.
Dividends
Dividend tracker – payout history, upcoming dividends and passive income
See every dividend from accounts at different brokers in one place: payouts month by month, confirmed payments for the next 90 days and the dividend yield of your whole portfolio.
- Up to 10 years of history
- Payouts 90 days ahead
- Portfolio dividend yield
Dividend tracking in FundStat – what you can check
The Dividends section answers how much passive income your portfolio brings, when the next payout arrives and which companies that income depends on.
Upcoming dividends
Confirmed payouts for the next 90 days, with the ex-dividend date, payment date and amount per share. FundStat counts the eligible shares from your holdings before the ex-dividend date.
Dividend yield and monthly average
Your average monthly dividend, the portfolio’s annual dividend yield – payouts from the last 12 months divided by its current value – and the average dividend growth compared with the previous 12 months.
Your biggest dividend payers
The payout map shows companies as tiles sized by their dividends in the selected year, and the pie chart shows your 9 biggest payers and their share. You see who your income depends on.
Auto-dividends
Broker doesn’t export dividends? Turn on auto-dividends when creating the account, and FundStat calculates payouts from your buy and sell history and dividend data. You can also import the actual payouts from your broker.
Dividends in your portfolio – data sources and related views
Dividends reach FundStat from imports or auto-dividends and show up beyond the Dividends section. The same payout feeds the dashboard, the position result and the realised result after a sale.
- Broker importDividend payouts and corrections from your broker’s file, assigned to the right stock or fund.
- Auto-dividendsPayouts calculated from the shares you hold and dividend data when the broker file doesn’t include them.
- Manual entriesA dividend added by hand, for example from an account you don’t import.
- DashboardPayouts from the last 12 months and the next four dividends on your portfolio’s main screen.
- Asset analysisDividends from one company in the position summary, together with buys, sells and fees.
- Closed positionsDividends assigned to a position included in its realised result after the sale.
How to track dividends in your portfolio – 3 steps
- 1
Import your transaction history
Upload a file from your broker. Transaction import brings in buys, sells and dividends received across all your accounts.
- 2
Choose your dividend source
Keep the dividends from the import or turn on auto-dividends when creating the account if your broker doesn’t export them.
- 3
Open the Dividends section
Check the payout chart, upcoming dividends and biggest payers. You’ll find a single company’s dividends in the asset analysis.
Dividends are available in the Investor and Investor Plus plans. The first 7 days are free.See pricing
Explore other features
- Portfolio benchmarkingCompare your portfolio with market indices, inflation and other investors.
- Asset analysisPrice, every buy and sell, and your position’s result on one chart.
- Import assistantUpload a broker statement and we organise your full transaction history.
- Closed positionsRealised result and rate of return for every sale.
- Annual tax summaryA preliminary PIT-38 calculation based on your transactions.
- Public portfoliosBrowse shared portfolios and compare your results with them. 13F and model portfolios coming soon.
- Mobile appKeep your portfolio at hand on your phone.