Dividends - Forecasting

Does anyone know if the report on future dividends for your portfolio takes into account all of the holdings you held when the share went ex-dividend, or is it just based on your current holdings? If the latter then it won’t show all of the dividends that you are due if you have sold since ex-d date.

@aimtoretire Welcome to the community! :wave:

It will show all dividends you’re entitled to. So if you hold a stock that announces a dividend and you sell after the ex. date, you’ll still have that dividend show in the report & in your tax reports too :+1: