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Available on Sharesight Standard, Premium and Sharesight Business plans.

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

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.

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

Selection criteria

The report may be run up to 36 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. Please note that dividend payments are rarely announced more than a few months in advance and the projected payments are calculated based on the available data and are subject to change. 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.

• Use the checkboxes to select or deselect fields and control which columns appear in the report.
• Click and drag fields to rearrange the column order as needed.

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

• Announced: The payment has been officially declared by the issuer, but has not yet been processed.
• Pending Payment: The ex-date has passed, confirming your eligibility for the payment, which is still awaiting distribution.
• Paid (Unconfirmed): The payment has been recorded as issued, but has not yet been confirmed as received in your portfolio.
• Paid (Confirmed): The payment has been successfully received and verified within your portfolio.
• Estimated: The payment amount is a projection based on currently available information and may be subject to change.

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