Close for now Do you hold SG, US, HK or MY stocks? How are you tracking them now?
View our Demo portfolio to learn how StocksCafe will do it for you intelligently!
Sign up for free now!

Subscribe to RSS feed Dividends Projection

By evankoh posted on 14 Aug 2017  -  10,921 views


A little more than a year ago, I added a feature that projects how much dividends you are likely to receive for the current year in your Portfolio Report. Although it is a simple feature with naive assumptions, it is actually one of the top most-liked features.

Hence, upon the request of Friends of StocksCafe, I spent some time over the weekend to include dividend projection in more areas of StocksCafe.

1) All Projected Dividends - List of all stocks with projected dividends.

2) Individual Stock - You can see it in both Stock Dividend Summary and Stock Dividend Details.

3) Portfolio Projected Dividends - List of all projected dividends that are in your portfolio.

4) Watchlist Projected Dividends - List of all projected dividends that are in your watchlist.

I would like to state the naive assumptions for dividends projection again: "Stocks will give the same amount of dividends, on the same ExDate, as the previous year".

As mentioned before, although these assumptions are unlikely to be always true, it is a quick and easy way to give a rough estimate of how much dividends a stock will distribute for the year. Of course, I am all ears if you have ideas on how to improve the projection accuracy.

Hope you enjoy this "new" feature.

Happy investing!


Like
12 likes
6 comments

kpo - Nice! Thanks Evan!
14 Aug 2017 09:50:04

mithuprem - Thanks.
14 Aug 2017 11:41:06

lukeman - Scrip Dividend. Would like to suggest a button in the "Dividend Collection" to convert the scrip dividend into a transaction with $0 cost and remove it from the "Dividend Collection". Otherwise, user needs to do 2x actions (add scrip dividend manually and remove the collected dividend) and the P&L + Dividend maybe overstated.
Thanks.
27 Aug 2017 15:35:15

evankoh - I wonder if this is similar to what you need?
https://stocks.cafe/personal/portfolio/transactions/tosplit
27 Aug 2017 20:50:22

lukeman - I'm afraid it's not what I meant.
------
Please refer to the FAQ: How should I account for scrip dividends, bonus shares, rights issues, etc?
You can simply enter a buy transaction at price SGD 0 and maybe add a note to yourself for clarity.
Although StocksCafe will give you a warning by visually highlighting the price in red, it is fine to ignore it. It is there just in case you have made a mistake in entering the price.
Also, you should remove the dividend collected from here using the remove link to prevent double counting.
------
What I suggested was to replace the "Remove" with something like "Convert to Scrip Dividend" or "Scrip Dividend". This action will add $0 cost transaction (user to input the number of unit or auto-calculated) and remove the dividend collected.
27 Aug 2017 21:59:17

evankoh - I see. Okie. I added this feature request. Thanks!
28 Aug 2017 01:16:29



Next Article > < Previous Article
Try Award-winning Trading Platform ... Current Cost vs Total Cost vs Max ...



List All Articles Other articles by evankoh

StocksCafe Turns 3!
March is the birthday month of StocksCafe! In the blink of an eye, StocksCafe has already been around for three years! Thanks to the support of many, StocksCafe would very likely be around for many more three years to come. Thank you! StocksCafe's next goal is to be profitable enough so that Evan or someone else can be working on it full-time! New Features You might have realized that new features ...

Decide When to Buy or Sell Using Short Selling Activities
Note: This feature is not available anymore due to licensing issues. Here is a question: How do you decide when to buy or sell a stock? I started trading in SGX a year ago, and every time I have money to invest, I always wonder "Should I buy now? But if not now, then when?" Since I didn't have a good answer to that question, what I've been doing till now is simply buy the best stock that fits my portfolio ...

A Simple Trend Analysis of Dividends - Part 2
Previously, I wrote an article about some simple analysis I did of companies listed in SGX that pays dividends. The main conclusion of that article was as follows: 1) If a company is giving out dividends this year, the chance that it would give out same or more dividends (absolute amount per share) next year was 60%. 2) If a company is giving out dividends this year, the chance that it would give out ...