How can I download current dividend rates for my holdings and Watch List?

dcwdcwdcw
dcwdcwdcw Quicken Windows Subscription Member ✭✭
edited June 2023 in Investing (Windows)
How can I download current dividend rates for my holdings and Watch List?

Best Answer

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    You can get a brief description of each column by hovering over the column name. For fields that are not in the current view, click on Customize then click on the name in the Available Columns list.

    Annual Dividend is the total dividends per share in the past 12 months
    Dividend is dividend amount per share for the most recent dividend
    The Estimated Income column is based on the user entered income in dollars per share times the number of shares on the Portfolio As of date. To enter the income for a security, click on the security name to see its Security Details page. Then click on Edit Details then More info.

    QWin Premier subscription

Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited May 2023

    If other quote information is downloading, you can enable one or more of the following columns in an Investing > Portfolio view

    Dividend
    Dividend date
    Dividend yield

    Quicken's quote provider supplies this data for most but not all publicly traded securities.

    QWin Premier subscription
  • dcwdcwdcw
    dcwdcwdcw Quicken Windows Subscription Member ✭✭
    Thank you very much for that information.
    Now on the Investing > Portfolio screen, the following additional fields are available...
    Annual Dividend
    Estimated Income
    How do these fields interact with the fields you identified?
  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    You can get a brief description of each column by hovering over the column name. For fields that are not in the current view, click on Customize then click on the name in the Available Columns list.

    Annual Dividend is the total dividends per share in the past 12 months
    Dividend is dividend amount per share for the most recent dividend
    The Estimated Income column is based on the user entered income in dollars per share times the number of shares on the Portfolio As of date. To enter the income for a security, click on the security name to see its Security Details page. Then click on Edit Details then More info.

    QWin Premier subscription
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