Analysis

Dividends, withholding and calendar

Dividends shows what you received, what is coming and what you keep after withholding.

Open Dividends →

Step by step

  1. Set your tax residence country in Settings → Profile: that way we estimate the withholding properly.
  2. Go to Dividends. Switch between You keep (net) and Gross.
  3. Choose a year at the top (or All) to see only that year: totals, charts and the table by symbol.
  4. Open Calendar to see every payment on a calendar. Earnings dates are in Earnings.

What you will see

  • Income: what your companies pay you per year, per month and per day, and the next 12 months.
  • Received: what you already got, by month, quarter or year, and who paid the most.
  • Growth: each month compared with the same month in other years.
  • In the Calendar: Received, Declared (the company announced it), Estimated (we repeat the last one) and Projected (a company you watch but do not hold; it does not add up).

Bring the dates to your calendar

  1. Go to Settings → Notifications and find Calendar sync.
  2. Click Create calendar link and copy it. For security it is shown only once.
  3. Add it in your calendar as a «subscribed calendar» or «from URL» (Google Calendar, Apple or Outlook).

It updates itself. It depends on your plan. Anyone with the link can see those dates: do not share it.

Common problems and questions

Is the withholding exact?
It is an estimate based on your country's tax treaties. Your broker applies the real one, and the dividends it reports already arrive net.
Upcoming dividends do not show up.
They are downloaded in the nightly update. Check again tomorrow.

Related

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Asterholm is a read-only portfolio viewer. Nothing in this guide is financial advice.