See upcoming dividends and future income estimates with Sharesight

With Sharesight’s future income report, you can see upcoming dividends in your investment portfolio, as well as estimated future income — helping you project your future cashflow. You can also use the report to review dividend income over previous periods for comparison or reporting purposes. This article will discuss why it’s important to track your dividend income, and how you can do that with Sharesight’s future income report.

Why you need to track dividend income

If you’re a long-term investor, dividend income can form a substantial part of your total return. Whether you’re investing for income, reinvesting dividends to grow your portfolio, or simply trying to get a clearer picture of your cash flow, being able to track your dividend income is essential. Sharesight’s future income report makes this easier than ever, allowing you to view your income broken down month-by-month, across the time period of your choice.

Track future dividend income for better planning

Having visibility over your future dividend income is a powerful tool for managing your portfolio and your finances. With Sharesight’s future income report, you can see upcoming announced dividends across all holdings, mapped to payment dates and aggregated across the time period you select. This allows you to project your expected cash flow, which is especially useful for those who rely on dividends for income or plan to reinvest them regularly. The report can also forecast dividend income up to three years into the future, based on dividend growth rates and past income — giving you even more visibility into your income.

The future income report displays paid dividends, pending payments, announced dividends and estimated future dividends in your portfolio over the time period of your choice.

By knowing what’s coming in, you can plan ahead with greater confidence. For example, you might want to time withdrawals for a specific month, anticipate cash for a reinvestment strategy, or simply make sure there are no gaps in your income stream. Seeing dividend income laid out month-by-month also makes it easy to spot uneven distributions or over-reliance on a single stock or sector. This insight can help you make informed decisions, such as rebalancing your holdings or building a more consistent, reliable stream of income over time.

Review past dividend income to inform future strategy

Tracking your historical dividend income is just as important as forecasting it. Reviewing your past income over custom timeframes — such as the past financial year, calendar year, or even over multiple years — can help you understand how your portfolio has performed, which investments are delivering consistent returns, and how your income strategy is evolving.

This retrospective view is especially valuable for income-focused investors, such as those in retirement or managing an SMSF. It allows for detailed reporting and tax preparation, and helps ensure that you’re meeting your income goals. It can also highlight areas for improvement. For example, perhaps a previously reliable dividend-paying asset has cut or paused distributions, or maybe your total income has dropped due to market conditions.

By comparing income across different periods, you gain a deeper understanding of your portfolio’s behaviour in various market environments. It becomes easier to assess the sustainability of your income, evaluate the effectiveness of dividend reinvestment, and make long-term strategic decisions. With Sharesight’s future income report, this historical income is not just a static figure, it’s presented in a detailed, filterable format that allows you to explore the data in context.

The future income report can be run over past periods to review changes in dividend income over time. Income is visually represented in an interactive chart, with a filterable breakdown of the data below.

Key features of Sharesight’s future income report

The future income report gives you a customisable view of your dividend income, with features including:

• Custom dates: Run the report over the date of your choice to see past dividend payments, as well as upcoming and forecasted payments.
• Grouping classifications: Organise the data by classifications such as market, currency, sector, industry, investment type, country or a custom grouping of your own choice.
• Custom column display: Choose from 12 different data points to display in the detailed breakdown below the income chart.
• File exports: Export the file to a PDF or spreadsheet file, with the ability to customise your column selection and sort the data by the metric of your choice.

Want more information?

For more detailed information on how to use the report, see our video:

Track your dividend income with Sharesight

Sharesight automatically tracks dividends and distributions, taking the headache out of tax reporting, cash flow planning and performance tracking.

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Disclaimer: This article is for informational purposes only and does not constitute a specific product recommendation, or taxation or financial advice and should not be relied upon as such. While we use reasonable endeavours to keep the information up-to-date, we make no representation that any information is accurate or up-to-date. If you choose to make use of the content in this article, you do so at your own risk. To the extent permitted by law, we do not assume any responsibility or liability arising from or connected with your use or reliance on the content on our site. Please check with your adviser or accountant to obtain the correct advice for your situation.

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