How dividend tracking works

Metrifly detects dividend and distribution events for your holdings, then asks you to confirm what you actually received. This explains how detection works and how to read your income on the Dividends page. By the end, you’ll know where your dividend income comes from and how to keep it accurate.

How detection works

Each dividend moves through three stages:

1. Announced — Metrifly has spotted a declared dividend, but its ex-date hasn’t passed yet.
2. Unconfirmed — the ex-date has passed and you held the stock, so Metrifly creates a dividend event awaiting your check.
3. Paid — you’ve confirmed it, so it counts in your income, yield, and tax.

Note

Detection doesn’t always catch every payment straight away. If one’s missing, you can add it manually as a DIVIDEND transaction.

Confirming is covered step by step in Confirm your dividends.

Open the Dividends page

Go to Performance → Dividends. It summarises the income you’ve received over a period — use the date range bar to change it (it defaults to the last 12 months).

Read the summary strip

Cell	What it shows
Total Income	Cash dividends and distributions in the period (in AUD), with a year-on-year change
Trailing Yield	Dividends received in the range ÷ current value of your open holdings — backward-looking, not a forecast
Franking Credits	Australian credits on franked dividends, with the share of income that was franked
Next Payment	Your next announced or estimated payment, with ticker and date

Read the charts and tables

• Monthly dividends — a bar chart of cash received each month. Australian equities cluster payments around March/April and September/October, so bigger bars then are normal.
• Income breakdown — a table of individual dividend events (Symbol, Date Paid, Total). The Group by selector organises rows by Holding, Exchange, or Month, each with subtotals. Toggle Unconfirmed only to focus on dividends still awaiting confirmation.
• Top dividend payers — your highest income producers over the trailing 12 months, with each holding’s yield, 12-month income, franking percentage, and a DRP flag.

Tip

The DRP flag reflects whether you’ve confirmed dividends as reinvested — it’s not a switch you set. DRP is recorded per dividend at confirmation time. See Record reinvested dividends (DRP).

Export

Export downloads an Excel file for the selected range. It’s disabled in group mode — select a single portfolio first.

See upcoming payments

Performance → Dividends Calendar is a separate paid page that forecasts payments 12 to 36 months ahead. See See upcoming and forecast dividends.

Troubleshooting

Problem	Fix
A dividend wasn’t detected	Not every payment is picked up automatically. Add it via Add a trade manually as a DIVIDEND transaction.
Your income looks lower than expected	Only confirmed dividends count. Confirm any unconfirmed ones — see Confirm your dividends.
Export is disabled	Export works on a single portfolio. Switch out of group mode.
Your trailing yield looks low	It’s backward-looking — newly bought positions drag it down until they pay.

Related articles

• Confirm your dividends
• Record reinvested dividends (DRP)
• Read a holding’s detail page