If you have changes (adding or subtracting money) use the XIRR (eXtended Internal Rate of Return) function. If you don’t have changes the formula (actual / entry) ^ (365 / (today() - entrydate + 1). You can use table fields for actual, entry and entry date, today() is the function for today’s date.
Like it less. Dividends appear then disappear and the change with the withholding tax was a bit annoying because I only found out recently about that change.
At the moment dividends for ABBV and GIS are missing and I could swear they were still present some time ago.
I don’t care as I now only use the free version. Was a subscriber when they started, but then was bored having to write them to take in new stocks that were not included while other (free) sites have all the data. The only point is that you cannot only use that site. If this dividend would not have been shown a few weeks ago I would have completely missed it…
It is just my bookkeeping, but I like things to be correct.
What do you guys use for dividends? I think I will use the combination of Interactive Brokers, Tipranks and divvydiary. Until now I did use only divvydiary for the bookkeeping.
When hoolie was still a bit more useful financially they had a portfolio function with dividends included. Unfortunately they left that to yahoo. Yahoo has a dividend feature too, but I did not try it out until now.
now now
Is this about divvys from stock one owns or is considering owning, I believe the former, because discussion started with portfolio performance.
Anyhow, a bit old-fashioned, but here goes, so for stocks I own, I have them in a Google Sheets, and I get an email from IB when dividends are announced, how much, and when, and manually write it in the 2025 divvy column. Not much work, and get that Ka-ching feeling every time.
With the Sparkline function even get a nice visual trend once a stock has been paying divvys for a few years.
When I’m missing or checking something I have often noticed those dividend history sites (divvydiary etc) often have mistakes. AI hallucinations?
actually, IIRC, I got this function from one of your sheets files that you generously share with us, @Your_Full_Name , so thank you for that, googlejedimaster.
The IB notice is OK, but is kind of late. I do more or less the same, enter the dividend in a google sheet, but I prefer doing this as early as possible so I see where the cash goes.
I think I’ll still use Divvydiary, but will control with the notices from IB to detect missing dividends.
I mainly use DivviDiary as the source as it’s easy to spot increases in their “News” tab.
I can’t really spot increases from the IBKR emails (I only update my sheet with current dividends when a company increases or – God forbid! – decreases their dividend).
I also follow @dividendhike on Twitter which is probably how I caught ABBV’s recent hike.
I’m just a Google Sheets Padawan. And at work, I’m forced to switch to the Dark Side occasionally (Excel).
Do you know if they also publish this with a directly reachable URL on wsj.com? I don’t ever go read them via the e-print edition (except for looking for the Dividend Changes now).
Still is a bit cumbersome to check whether any of my holdings have an update in that section.
I reactivated my account there and entered the divi portfolio. The data is complete, the two missing dividends from divvydiary are present. The looks are not that nice as in divvydiary but the data quality seems to be better. I like the “estimated data” for the future.
Thanks for reminding me of that site.
BTW: they have a feature to import too, did not use that.
To lower my maintenance I probably will only use one in the future. For the moment I use trackyourdividends and proof with the IBKR messages but I will still update divvydiary.
Nothing is fixed, GIS dividend is still missing. Must be an error in their software because both dividends were present a few weeks ago. How can a giant like General Mills be deleted?
That is the point I don’t like. You have to tell them every time a new item appears because it is not automatically imported. I wrote tons of emails over the years and that was the reason I did cancel the subscription. Other sites seem to import just all the data and that’s it.
By reading and partipating to this forum, you confirm you have read and agree with the disclaimer presented on http://www.mustachianpost.com/
En lisant et participant à ce forum, tu confirmes avoir lu et être d'accord avec l'avis de dégagement de responsabilité présenté sur http://www.mustachianpost.com/fr/
Durch das Lesen und die Teilnahme an diesem Forum bestätigst du, dass du den auf http://www.mustachianpost.com/de/ dargestellten Haftungsausschluss gelesen hast und damit einverstanden bist.