{"id":421,"date":"2025-12-17T23:10:24","date_gmt":"2025-12-17T23:10:24","guid":{"rendered":"https:\/\/www.equitystat.com\/wordpress\/?p=421"},"modified":"2025-12-17T23:10:27","modified_gmt":"2025-12-17T23:10:27","slug":"tis-the-season-for-dividends-and-capital-gains","status":"publish","type":"post","link":"https:\/\/www.equitystat.com\/wordpress\/?p=421","title":{"rendered":"&#8216;Tis the Season For Dividends and Capital Gains"},"content":{"rendered":"\n<p>As year-end dividends and capital gains distributions arrive, you can easily track them using EquityStat\u2019s portfolio manager.  <\/p>\n\n\n\n<p>With EquityStat&#8217;s powerful stock portfolio manager, handling these critical financial events across all your brokerage accounts is seamless and intuitive.<\/p>\n\n\n\n<p><strong>How to Record Distributions<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-style-default\"><a href=\"https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2022\/12\/trandividends.png\"><img loading=\"lazy\" decoding=\"async\" width=\"928\" height=\"247\" src=\"https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2022\/12\/trandividends.png\" alt=\"Add dividend, short-term capital gains and long-term capital gains to your EquityStat stock portfolio.\" class=\"wp-image-422\" srcset=\"https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2022\/12\/trandividends.png 928w, https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2022\/12\/trandividends-300x80.png 300w, https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2022\/12\/trandividends-768x204.png 768w\" sizes=\"auto, (max-width: 928px) 100vw, 928px\" \/><\/a><figcaption class=\"wp-element-caption\"><em>Transaction Panel Example<\/em><\/figcaption><\/figure>\n\n\n\n<p>1.  <strong>Select the investment<\/strong> from your portfolio list.<br>2.  In the <strong>Transaction panel<\/strong>, click the Add button<br>3.  Use the <strong>Activity<\/strong> dropdown to select the distribution type:<br>     a.  <strong>Cash Payments<\/strong> &#8211; Select Dividend, Short-Term Capital Gain, or Long-Term Capital Gain<br>     b.  <strong>Reinvestements<\/strong> &#8211; Select the &#8220;Re-Invested&#8221; version of these options if the funds were used to purchase more shares.<br>4.  Enter the distribution details and click <strong>Add<\/strong>.<br><\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-style-default\"><a href=\"https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2022\/12\/trancapitalgain.png\"><img loading=\"lazy\" decoding=\"async\" width=\"926\" height=\"225\" src=\"https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2022\/12\/trancapitalgain.png\" alt=\"Add dividend, short-term capital gains and long-term capital gains to your EquityStat stock portfolio.\" class=\"wp-image-423\" srcset=\"https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2022\/12\/trancapitalgain.png 926w, https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2022\/12\/trancapitalgain-300x73.png 300w, https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2022\/12\/trancapitalgain-768x187.png 768w\" sizes=\"auto, (max-width: 926px) 100vw, 926px\" \/><\/a><figcaption class=\"wp-element-caption\"><em>Example of entering a short-term capital gain.<\/em><\/figcaption><\/figure>\n\n\n\n<p><strong>How to View Your Dividend Totals<\/strong><br>Knowledge is power. EquityStat helps you get a complete picture of dividends:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Customize Your View:<\/strong>\u00a0Instantly see the\u00a0<strong>Total Dividends<\/strong>\u00a0(including capital gains) paid by each investment. Simply access the\u00a0<strong>Options<\/strong>\u00a0menu at the top and select\u00a0<strong>Change Columns<\/strong>\u00a0to add this key metric to your main portfolio display.<br><\/li>\n\n\n\n<li><strong>Analyze Your Entire Account:<\/strong>\u00a0Get big-picture insights on your total income over time. The\u00a0<strong>Analyze Portfolio<\/strong>\u00a0page, found under the\u00a0<strong>Tools<\/strong>\u00a0menu, provides comprehensive, graphical performance metrics for your entire account or specific portfolios, helping you make better-informed decisions.<br><\/li>\n<\/ul>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>As year-end dividends and capital gains distributions arrive, you can easily track them using EquityStat\u2019s portfolio manager. With EquityStat&#8217;s powerful stock portfolio manager, handling these critical financial events across all your brokerage accounts is seamless and intuitive. How to Record Distributions 1. Select the investment from your portfolio list.2. In the Transaction panel, click the [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[68,4,30,70,69,7],"class_list":["post-421","post","type-post","status-publish","format-standard","hentry","category-equitystat-tips","tag-dividends","tag-equitystat","tag-investment-portfolio","tag-long-term-capital-gains","tag-short-term-capital-gains","tag-tips"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\r\n<title>&#039;Tis the Season For Dividends and Capital Gains - EquityStat Blog<\/title>\r\n<meta name=\"description\" content=\"How to track and manage dividends, short-term capital gains and long term capital gains in your EquityStat stock portfolio.\" \/>\r\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\r\n<link rel=\"canonical\" href=\"https:\/\/www.equitystat.com\/wordpress\/?p=421\" \/>\r\n<meta property=\"og:locale\" content=\"en_US\" \/>\r\n<meta property=\"og:type\" content=\"article\" \/>\r\n<meta property=\"og:title\" content=\"&#039;Tis the Season For Dividends and Capital Gains - 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