Dividend Per Share information

[divinest]

I am using the Personal edition, is there a way to include the dividend per share and/or dividend yield in the custom report for the portfolio positions? Thanks in advance.

[Mark]

Hi divinest,

Yes. See these fields:

Dividend distribution per share (between)
Dividend yield (between)
Dividend yield (inception
)

[divinest]

Thanks Mark, so does those added custom fields show any values only if there is a past history dividend payment for that specific position? Was looking for a field for instance a position in the portfolio to show the current dividend per share and yield even though it was purchased recently.

[Mark]

Hi divinest,

Yes, that only shows calculated amounts based on what you have recorded in your investments. We don't have the ability to show you what you're describing. You could maybe look that up on the web somewhere, but not from within Fund Manager.