Why track dividends separately
Total return mixes price appreciation and income. If you rely on dividends for spending or re-investment, you need a view that isolates coupon payments, shows upcoming ex-dates where available, and totals yield on cost — not just portfolio value.
What Calavis shows
- Historical dividend and interest payments parsed from your import.
- Estimated upcoming payments based on holdings and market data.
- Allocation of dividend income across positions.
- EUR-normalised totals for multi-currency portfolios.
Getting accurate dividend data
Dividends must exist in your Trade Republic transaction history. Import a complete CSV export so past payments are captured; Calavis enriches outlook fields with public market data where possible.
Combine this with portfolio performance tracking and TWR vs MWR to see total return and income together.