How much dividend income did I receive last year?
An income question asks what a portfolio pays out: dividends, interest and distributions. The answer looks at what was actually received over a period, and at the yield that implies against what the positions cost or are worth now.
Worked through on a sample portfolio. The figures below are that portfolio’s, not yours.
Your dividend income records show no dividends for last year — Floreo has no dividend_income entries for that period.
If you'd like, I can scan a different year or check raw transactions for potential missed dividend payments.
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See this for your own portfolio
The assistant answers the same question about your own holdings, with your figures and today’s prices. Import from your broker, or open the demo portfolio and ask it there.