Documentation

Everything you need to get started with Dividends Declared.

Quick Start

Welcome to Dividends Declared! Here's how to get started tracking your dividend income in under 2 minutes.

1

Add your first holding

Click the "Add Holding" button in the top right corner. Enter the stock symbol (e.g., AAPL, JNJ, O) and the number of shares you own.

2

See your projected income

Once you add a holding, you'll immediately see your projected annual dividend income. This is calculated based on the company's current dividend rate and your share count.

3

Check your calendar

Visit the Calendar tab to see when your dividends will be paid. Each entry shows the ex-date (when you need to own shares) and the pay date (when you'll receive the dividend).


Adding Holdings

To add a new holding, you need:

  • Stock symbol β€” The ticker symbol (e.g., AAPL for Apple)
  • Number of shares β€” How many shares you own
  • Cost basis (optional) β€” What you paid per share, used to calculate yield on cost

We automatically look up the current dividend information for the stock, including the dividend amount, frequency, and upcoming dates.


Understanding Dividend Dates

There are several important dates in the dividend process:

Date Description
Declaration Date When the company announces the dividend
Ex-Dividend Date You must own shares before this date to receive the dividend
Record Date The company checks who owns shares (usually 1 day after ex-date)
Pay Date When the dividend is deposited into your account

Important: If you buy shares on or after the ex-date, you will NOT receive the upcoming dividend. Make sure to buy before the ex-date!


Dividend Calendar

The calendar shows all your upcoming dividend events:

Ex-dates

Marked in amber. Action required before this date to receive the dividend.

Pay dates

Marked in green. Money incoming!

You can filter the calendar by portfolio or by specific stock to focus on what matters to you.


Income Projections

Your dashboard shows your projected annual dividend income. This is calculated by:

  1. 1 Taking each holding's dividend per share
  2. 2 Multiplying by the number of payments per year
  3. 3 Multiplying by your share count
  4. 4 Summing across all holdings

The projection automatically updates when companies announce dividend changes.


Multi-Currency Support

Dividends Declared supports stocks traded in:

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USD

NYSE, NASDAQ

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CAD

TSX

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GBP

LSE

Each holding tracks dividends in its native currency. Your dashboard shows a consolidated total in your preferred display currency using current exchange rates.

You can change your display currency in Settings.

Need more help?

Can't find what you're looking for? Contact us at [email protected]