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Track Portfolio Dividend Income

Updated 31 October 2026 · 2 min read · 14 Contents

Dividend income is a ledger of the dividends you record as received for your portfolios. It totals them by currency and month; it does not import, forecast or calculate dividends for you.

Why it is useful #

It keeps a clean record of cash actually received, separate from declared dividends, so income totals reflect what reached the account.

Where it appears and the workflow #

Open Dividend income (/Portfolio/DividendIncome, also linked from Portfolio and Transactions) while signed in. Add a receipt with the portfolio, symbol, exchange, currency, amount, received date and notes. Filter by portfolio and year, and read the totals per currency and per month. CSV export requires the data-exports entitlement.

Calculation or source #

Totals are the sum of the amounts you entered, grouped by currency and by month of the received date. No quantity, dividend-per-share or yield calculation is applied.

Prerequisites, inputs, period and unit #

Prerequisites are sign-in and at least one recorded receipt. Amounts are in the currency you enter, and dates are received dates.

Worked example #

Illustrative only: recording ₹1,200 received on 12 March and ₹800 on 3 August for two Indian holdings gives a ₹2,000 total for the year in INR, with March and August shown separately.

What high and low mean #

A higher total means more recorded income in that currency and period; it says nothing about future dividends.

Positive, negative and zero #

Amounts are positive as entered; a month with no receipts shows nothing rather than a forecast.

Unavailable values #

Nothing is projected or filled in: dividends you have not recorded do not appear, and currencies are never added together without a stated conversion.

Limitations and common mistakes #

The ledger is only as complete as your entries. Tax withheld, reinvested dividends and corporate actions need to be recorded by you.

Market-specific differences #

Each receipt keeps its own currency and exchange, so INR and USD income stay in separate totals.

Related terms #

Related concepts include dividend, ex-date, record date and cost basis. Read Track dividends for declared corporate dividends and Record transactions and cash flows for portfolio cash flows.

Suggested next steps #

Record two receipts in different currencies, filter by year and confirm they appear in separate currency totals.

Educational use only #

This guide explains descriptive research evidence. It is not investment advice, a price prediction, a recommendation, a claim of predictive accuracy, or an instruction to buy, sell, rebalance or place an order.

Educational information only; not investment advice or an order service.
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