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Dividend Tracking

Metrifly automatically detects dividend events for the stocks in your portfolio. This means you do not need to manually research and enter every dividend payment -- Metrifly finds them for you and presents them for your review.

How Dividend Detection Works​

  1. Daily sync -- Metrifly checks for dividend announcements for all tickers in your portfolio on a daily basis.
  2. Event creation -- When a dividend is detected (from Yahoo Finance data), Metrifly creates a pending dividend event with the ex-date, amount per share, and other details.
  3. User review -- Pending dividends appear in your dashboard for you to confirm or reject.
note

Dividend detection relies on third-party market data and may not capture every dividend immediately. If a dividend is missing, you can always add it manually as a DIVIDEND transaction.

Viewing Dividends​

You can view dividends in several places:

Dividends Page​

Navigate to Performance > Dividends from the sidebar to see a filterable list of all dividend events across your portfolio.

The table shows:

  • Ticker -- The stock that issued the dividend
  • Ex-Date -- The date you needed to hold the stock to receive the dividend
  • Amount Per Share -- Dividend payment per share
  • Total Amount -- Estimated total based on your share count at the ex-date
  • Status -- Pending, Paid, or DRP

You can filter by:

  • Date range -- Show dividends within a specific period
  • Ticker -- Focus on a single holding
  • Exchange -- Filter by stock exchange
  • Status -- Show only pending, paid, or DRP dividends

Dividends page

Holding Income Tab​

Each holding's detail page has an Income tab showing dividend events specific to that holding. See Holding Detail Page for details.

Dividend Calendar​

Navigate to Performance > Dividend Calendar for a monthly calendar view showing when dividends occurred or are expected. This is useful for:

  • Visualising your income schedule across the year
  • Identifying months with high or low dividend income
  • Planning around dividend dates

Dividend calendar

Dividend Statuses​

StatusMeaningWhat to Do
PendingMetrifly detected a dividend but you have not confirmed it yetConfirm it as Paid or DRP, or reject if it does not apply
PaidYou confirmed this dividend was received as cashNo action needed; it is recorded in your income
DRPYou confirmed this dividend was reinvested as additional sharesMetrifly records it as a reinvestment; see DRP

Exporting Dividends​

To export your dividend data as a CSV file:

  1. Go to Performance > Dividends.
  2. Apply any filters you want (date range, ticker, etc.).
  3. Click the Export button.
  4. A CSV file downloads containing all filtered dividend events.

This is useful for:

  • Sharing with your accountant
  • Cross-referencing with your broker's statements
  • Creating custom reports in a spreadsheet

Dividend Summary​

At the top of the dividends page, summary cards show:

  • Total Dividend Income -- Sum of all confirmed dividends in the selected period
  • Pending Dividends -- Number of dividends awaiting confirmation
  • Number of Dividend Events -- Total events in the selected period

Troubleshooting​

ProblemSolution
Dividend not detectedMetrifly relies on third-party data. Add it manually via Adding Transactions (type: DIVIDEND).
Dividend amount is wrongThe detected amount is per share; total is calculated from your shares at the ex-date. If the per-share amount is wrong, reject the event and enter it manually.
Duplicate dividend eventsIf you see both an auto-detected event and a manual entry, reject the duplicate on the dividends page.
Calendar shows no dataEnsure you have holdings with confirmed dividends. Pending dividends also appear on the calendar.