Dividend Payout (LTM) Column for Client and My Portfolio
complete
O
Opposite Roadrunner
I'm trying to create a calculated field to show the value of dividends for each position. I would like to have a column that multiplies Market Value by Dividend Yield (Ind). Market Value is not available as a data item to use with a formula.
'1. It would be great if we could use portfolio columns in calculations.
'2 Please add Total Indicated Dividend to the Portfolio Tracking Columns
Conor MacNeil
marked this post as
complete
There is now a "Dividend Payout (LTM)" column available in the portfolio tools section of the column picker, and in the quotebox selection.
Conor MacNeil
marked this post as
in progress
Conor MacNeil
marked this post as
planned
A
Amaranth Duck
Conor MacNeil If I may add one more thing, it would be great to have a dividend yield on cost, by the entire portfolio and for a specific position as well. But anyway if the p.1 will be implemented then users could create such formulas on their own. Thanks!
Conor MacNeil
Amaranth Duck: Hi Artem, we do have another ticket for that, which won't be covered here.
Initially, we are going to introduce a dividend payout metric for each lot in a portfolio, as well as rolling that up to the portfolio level.
Conor MacNeil
Merged in a post:
Please add PADI (Projected Annual Dividend Income)
O
Original Mammal
Should be an easy column add in the portfolio, Forward Dividend X Current Shares
Conor MacNeil
marked this post as
under review
A
Amaranth Duck
Agree with that! That's very important feature for conservative investors. I tried to write my custom formula, but we can't use portfolio tool columns together with data sets.
Conor MacNeil
Merged in a post:
Please add PADI (Projected Annual Dividend Income)
O
Original Mammal
Should be an easy column add in the portfolio, Forward Dividend X Current Shares