Documentation / Dividend analytics
Dividend Analytics
Dividends shows all income paid to your portfolio across both brokers, broken down by month, year, ticker, and source. It's your source of truth for income progress — how much you're earning now, how consistent the flow is, and which holdings deliver the best return.
Before you start
- At least one broker must be connected and synced (Settings → Integrations).
- Dividends appear after the first sync; historical data goes back to your first import.
How to use it
- Go to Dividends.
- Use the KPI strip at the top to see totals: all-time, this year, this month, and average per month.
- Use the monthly bar chart to spot income gaps (months with lower payouts).
- Sort the ticker table by "Yield on cost" to see which holdings deliver the best real return on your purchase price.
- Use the broker breakdown to see how T212 and IBKR contribute to your total income.
What comes next
- Use the income gap data as context when reviewing Recommendations — the Recommendation agent targets these exact gaps.
- Share the monthly average with the Advisor — ask it how much capital you'd need to reach your target income.
Tips
- Yield on cost is more meaningful than current yield — it shows the real return from what you paid, not from today's price.
- The cumulative line chart shows the compound effect of reinvested dividends over time.
This page describes a paid feature
Everything documented here is included in the single €19/month plan.