Track Dividend Income and DRIP

The portfolio doesn't just track what you own — it tracks what your holdings pay you. Behind that is the income log: a per-payment ledger of every dividend, with its ticker, date, amount, currency, and where the record came from (entered by hand, imported, or synced from a linked brokerage).

The Income Log

The Dividend History tab is the log's home: income charted by month and by year with year-over-year pace, plus the full payment list viewable by ticker or by date, exportable to CSV. If a payment arrives that can't be matched to a holding automatically, it lands in an "unidentified" bucket you can assign to the right ticker — nothing silently disappears.

Cash vs Reinvested (DRIP)

Each payment can be marked as taken in cash or reinvested. Reinvested payments matter twice:

• The new shares they buy are tracked as DRIP shares, separate from shares you bought with fresh money.
• That split powers the Snowball Effect readout in Dividend Insights — the extra yield on cost your reinvesting has generated versus if you'd only ever bought. It makes compounding visible instead of theoretical.

Getting Payments In

• Manually — log a payment in a moment from Dividend History.
• By import — bring a payment history in from a file, the same way holdings import.
• Automatically — linked brokerage accounts (Pro) detect and attribute dividends for you, with roughly two years of history backfilled at link time.

Where the Income Shows Up

• Dividend History — the actuals: what you've been paid, charted over time.
• Income Calendar — the forward view: the next 12 months of *projected* income, built from your current holdings and each company's declared dividend schedule.
• Dividend Insights — yield on cost, income growth, and safety grades, all sharpened by a real payment history.
• Total Return — collected dividends count toward the total-return figures on the Overview and Holdings tabs, so a complete log means an honest number.