See the dividends you've earned and the ones coming next

What it does

The dividends page answers two questions: how much have my stocks paid me, and how much should they pay over the next year?

At the top are four numbers: total dividends received (and how much of that came this year), the 12-month forecast, your portfolio's dividend yield on its current value, and the next expected payment with its ticker and date. Below them:

• A monthly chart with dividends received as solid bars and the forecast for the coming months as lighter bars.
• A list of every payment received, with the amount in dollars and in the original currency.
• A table of upcoming payouts per holding: ex-dividend date, payment date, dividend per share and how many times a year it's paid, current yield, yield on cost (annual dividend divided by your average purchase price), the next payment and the yearly total.

The dashboard also shows the forecast as a tile, and its calendar of upcoming events lists ex-dividend days for the next 60 days, for your holdings and for companies on your watchlist.

How it works

1. Dividends come in with your statement, or you add them by hand. An Interactive Brokers Activity Statement brings in the Dividends section, combined with any Withholding Tax rows into one net payment per stock per day. Revolut and XTB exports work the same way. For Schwab, Fidelity, Robinhood or any other brokerage, add a dividend in the manual entry form: date, stock and the amount you received.
2. GetHossa converts them to dollars. Payments in other currencies are converted at the market rate on the payment date and stay at that value.
3. The forecast is rebuilt from today's holdings. For each stock that paid a dividend in the last 12 months, GetHossa takes the latest dividend per share, multiplies it by the shares you hold now, and repeats it at the frequency observed over the past year.
4. Dates are announced or estimated. If the company has announced its next ex-dividend date, the row is marked "announced". Otherwise GetHossa estimates the dates from past spacing and assumes payment about 21 days after the ex-date, unless the company has published a pay date.

An example

You hold 120 shares of a company that paid $0.52 per share each quarter. The forecast shows four payments of $62.40 each, or $249.60 for the year, before any tax. If you paid an average of $40 a share and the stock now trades at $60, the table shows a yield of 3.5% and a yield on cost of 5.2%.

Who it's for

• Dividend investors who want a calendar of what's coming and when.
• Anyone planning around income, for example checking whether this year's dividends cover a known expense.
• Investors comparing current yield with the yield on their original purchase price.

Details and honest caveats

• The forecast is an estimate. It assumes each company keeps its latest dividend and frequency and that you keep your current shares. Special dividends and cuts aren't anticipated.
• The forecast is gross, by design. It shows dividends before any tax, and the page says so next to it. What you keep depends on your situation — qualified or ordinary dividends, your bracket and state, whether the shares are in an IRA or 401(k), and any tax a foreign country withholds — so GetHossa doesn't guess. Dividends already received are shown as your broker booked them, which for foreign stocks is usually after tax withheld at source.
• Manual dividends are recorded as entered. If you add trades by hand, add the dividends you receive the same way to build up your payment history; the forecast works either way.
• Accumulating ETFs reinvest dividends inside the fund price and don't appear in the forecast.
• No tax classification. GetHossa doesn't split dividends into qualified and ordinary; your 1099-DIV does. Read qualified vs ordinary dividends for how that works. Nothing here is tax advice.

The formulas are on the methodology page.