New Feature – Dividend Graphs and Analysis

We have recently added a new  feature to our portfolio analysis page.  You can now see a graph of your dividends paid over time, as well as an analysis of the dividends your investments paid.

Portfolio Dividend Chart and Analysis
Portfolio Dividend Chart and Analysis

To view your dividend analysis, from the portfolio, click the Tools menu at the top and then choose Analyze Portfolio from the drop down menu.  You will then see the Account/Portfolio Analysis page.  Scroll down and you will see a graph of your dividends paid over time.  You will also see a table of the dividends paid for the quarter, year to date, and the total dividends paid for the history of your account. There are also tables that show which investments have paid dividends this year and the total dividends paid by each investment for the history of your account/portfolio.

If you have multiple portfolios, you can see your dividends paid for each portfolio by drilling down into the portfolio analysis.  To drill down into a specific portfolio click on the portfolio name in the summation table at the top of the page.  If you only have one portfolio, the analysis page will show dividends for your only portfolio.