Dividend yield and yield on cost added to holding page

• What feature do you want to see in Sharesight?
Past Dividend Yields, or link to an external service that provides these
• Why do you want it?
Estimate future income beyond officially released Dividend Announcements
• How is this affecting you?
Have to manually source the information
• Do you currently have a workaround solution? If yes, what is it?
To manually source the information
• Can we reach out in future to ask follow up questions about this idea?
Yes

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I want to see current unit prices for all funds in weekly reports. One of mine has been reported at the same price every week since 29 December 2021. Support assures me that Morningstar continues to provide prices but does not respond on why those prices don’t flow through to my weekly accounts. This gap distorts the reports.

Set up a new portfolio, and enter your holdings as if they were purchased 1,2,3,5, or 10 years ago. This will allow you to see all dividends actually paid since the fake purchase date. It won’t show you the yield unfortunately, but it’s easy enough to work out.

Hi all, many have asked for dividend yield and yield on cost information in the past.

We have added a Dividend insights section in the holding page to show more information about the holding’s dividends.

  • Dividend yield
  • Yield on cost
  • Next payment date
  • Next payment status
  • Payment frequency

We will probably have this in a report down the line to make it easier (so you don’t have to go into each holding page).

Yield on cost is very helpful, thanks

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