Automatically track all your dividends
going back up to 20 years, and updated as they’re announced
View all your dividends
See a running list of all your dividends and distributions — over any time period.
Understand your dividend yield
See the impact of dividends on your total return, both at the holding and portfolio level.
Track your reinvested dividends
Easily track your DRPs/DRIPs and their impact on your portfolio performance and growth.
Swap your spreadsheet for Sharesight
Tracking your dividends used to be a hassle. Sharesight makes it easy.
Simplify your dividend tracking
Try our award-winning portfolio trackerSee the impact of your dividends
Sharesight makes it easy to see the impact of dividends (included reinvested dividends) on your performance returns.
All your dividends, in one place
Use the Taxable Income Report to see a running total of all your dividends, over any time period, broken-up by local NZ and foreign income.
3 reasons why dividend tracking is crucial
Built in NZ, for NZ investors
Investors just like you use Sharesight to get all the info they need to lodge their IRD tax returns.
✔️ Tax residency
Set your portfolio base currency to NZD, and automatically calculate currency fluctuations for any foreign shares.
✔️ IRD tax status
Set your portfolio tax satus to Investor or Trader, and indicate your NZ Resident Withholding Tax Rate.
✔️ Financial year
By default, the end of financial year for New Zealand portfolios is 31 March, but you may edit it as required.
Never miss a dividend
Plan your future income with a handy Future Income Report that lists upcoming dividends, with the actual amounts predicted based on your current portfolio positions.
🔎BONUS: Opt-in to email alerts, and get notified of corporate actions such as dividends and share splits as they’re announced.