Future Income Report

Only available on Investor, Expert and Sharesight Business plans. You can upgrade your plan to use this feature.

The Future Income Report in Sharesight lists expected upcoming dividend and interest payments. The report is calculated based on the current portfolio positions and using available data.

Companies may announce dividends many weeks or even months in advance of the payment date. When this information becomes available the information will be displayed in the report.

Note: Sometimes this data is incomplete and is subject to change up until the dividend ex-date, therefore the report is indicative only and all values are subject to change. Sharesight does not copy over dividends from previous years to future years to come.

Embedded content: https://www.youtube.com/watch?v=B4KIgNZwMv8

Selection criteria

The report may be run up to 12 months in the future using the date range selector. By default the report is run between the current date and 12 months in the future. Note that dividend payments are rarely announced more than a few months in advance, however interest bearing securities that have interest payments calculated using the published coupon rate may be predicted further into the future. It is also possible to back date the report to include past payments as well.

You can opt to view all payments listed individually or monthly totals, these options are described in further detail below. This report displays individual payouts along with their monthly totals. You can use the ‘groups’ feature to organise the data, and apply ‘labels’ to filter the report as needed.

Table display

To customise the report view, click the ‘Table Display’ button. Select or deselect fields by ticking or unticking the checkboxes to control which columns appear in the report.”

Payouts in the report will appear under one of three statuses:

• Announced: The dividend has been declared but not yet paid.
• Paid: The payment has been made but is awaiting confirmation.
• Received: The payment has been successfully confirmed.

To confirm a payout listed in the Future Income Report, click on the instrument name to open the corresponding payout form.

Last modified on May 12, 2025 UTC