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.

Open Your Dividends Like Mail

Every payment in the log can be opened as an envelope: the payer's logo on the front, a seal to click, and — once the flap lifts — the amount on the letter with banknotes and coins popping out, sized to the real figure. A small payment is a few notes and coins; a large one is a brick of hundreds and a stack of banded bundles. Reinvested payments are tagged so you can see which ones bought you more shares.

• One payment — the envelope icon on any Income Log row.
• A whole month or year — the Dividend Envelopes card on Dividend History: pick a month and choose Open Envelopes, or use Replay on any year in Income by Year. The envelopes open one at a time, the running total adds up as you go, and a summary card closes the recap with the period total, your top payers, and how it compares with the same period a year earlier.

Inside a recap, Space (or Enter / →) opens the sealed envelope and collects the opened one, ← steps back, and Esc closes. Order the envelopes by date or save the biggest for last, or switch on Auto-Advance to watch hands-free.

Dividend Notifications

The bell in the top bar tells you when money lands. A linked brokerage payment shows up as soon as the sync registers it — ticker, amount, and date. A payment you log by hand is filed there too, quietly, so its envelope stays a click away. Clicking a notification opens that payment's envelope on Dividend History; collecting the money marks it done. Everything you've received is always in the Income Log whether or not you open the bell.

Manual accounts get a reminder instead of a confirmation: on the day a holding's dividend is projected to be paid, the bell says an estimated payment is due — never the amount, since nobody has confirmed it yet. Opening it shows the projected figure (per-share × your shares) with the amount and date ready to edit; confirm what actually landed and the envelope opens with the real money, and the payment is logged in your Income Log in the same step. Not ready? "Not Yet" leaves the reminder unread in the bell until you log it. Reinvested it into more shares? The same card hands off to the Add Dividend form in reinvest mode with the holding, amount, and date filled in; you add the shares and price. Both kinds of notification can be switched off on the Settings tab's Notifications card.

Recording a Monthly Recap

Press P inside a recap (or use the presentation button) for a recording-clean view: a solid backdrop, no page chrome, a centered 16:9 stage that crops exactly to 1920×1080, the running total in the corner, and a cursor that hides while you're not moving it. Start a screen recording, open the envelopes one by one, and the summary card gives you the month's total on screen. The same recap replays identically every time — the money lands in the same places — so a retake looks like the first take.

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.