Add Dividend Total Return Reports to Portfolio Histories
Received dividends should be credited to the cash holding within the portfolio and should be used in calculating the total return on the stock (and portfolio).
This depends on us integrating a new supplementary data-set for Corporate Actions but work on this is underway.
See also the discussion here on Total Shareholder Return: http://www.stockopedia.co.uk/content/how-do-you-calculate-total-shareholder-return-tsr-67596/
Any update on when this feature might 'go-live'?
It would be good to separate total returns (i.e. including dividends) from growth return.
If this was added I might be able to get rid of my complex spreadsheets.
This would be great. If combined with corporate actions, unit trust pricing and portfolio return statistics and benchmarks, I would never look at sharescope again !
Include interest payments in portfolio value calculations
Please can you add dividends (that we input manually via the transactions page of Folios) into the total realised returns calculation?
I am considering monitoring my portfolio in Stockopedia. For me to be able to do so, TSR and IRR data are very important (especially the latter) - at individual stock, "asset class" and total portfolio level.
What is the latest update in relation to this issue please. I note that the addition of dividends is still not included in the portfolio returns section.
"Please note that, at present, these charts do not include the compound effect of reinvested dividends (i.e. they are based on capital gain, not total return). We plan to add Total Return calculations in H1 2013."
I have 389 shares in Vodaphone which I bought using "the share centre" on 25th June 2012.
I understand that your company payes a dividend but I have never received any.
Have I earned any dividend and if I have how is it payed it me.