Dividend Dashboard & Calendar
Dividend Dashboard
The Dividend Dashboard is your income command center:
- Total annual dividend income
- Trailing 12-month yield and yield on cost
- Monthly income breakdown chart
- Top dividend payers in your portfolio
- Income growth trend
Dividend Calendar
The Dividend Calendar shows all dividend events:
| Column | Description |
|---|---|
| Ex-Date | Last day to buy for the dividend |
| Record Date | Company checks shareholder records |
| Payment Date | When dividend is paid |
| Amount | Per-share and total income for your position |
| Frequency | Monthly, Quarterly, Semi-Annual, or Annual |
Data Sources (3-Tier Waterfall)
- Yahoo Finance — Primary source
- Financial Modeling Prep — Secondary backup
- Alpha Vantage — Final fallback
Proactive Sync
Data syncs automatically:
- On server startup
- When you import new holdings
- On a nightly schedule
- Record dates are backfilled automatically
Income Tracker
The Income page tracks:
- Monthly dividend receipts
- Year-over-year income growth
- Income by holding and sector
- Projected annual income