{% extends "base.html" %} {% block title %}{{ _("Dividends") }} · Wealth Dashboard{% endblock %} {% block heading %}{{ _("Dividend calendar") }}{% endblock %} {% block lede %}

{{ _("What the holdings paid out, month by month, and what is due in the next twelve: each holding's payments of the last year, times the units held today, a year on. A calendar, not a forecast — it assumes every payer keeps paying what it paid.") }}

{% endblock %} {% block content %} {% if note %}
{{ note }}
{% endif %}
{{ _("Received, last twelve months") }}
{{ money(data.received_12m, base_currency) }}
{{ _f("{total} since the records begin", total=money(data.received_all, base_currency)) }}
{{ _("Expected, next twelve months") }}
{{ money(data.expected_12m, base_currency) }}
{{ _n(data.payers, "from {n} payer", "from {n} payers") }}
{{ _("Yield on today's value") }}
{% if data.yield_on_value is not none %}{{ '%.2f' | format(100 * data.yield_on_value) }} %{% else %}—{% endif %}
{{ _f("on {value}", value=money(data.value, base_currency)) }}
{{ _("Per month, expected") }}
{{ money(data.expected_12m / 12, base_currency) }}
{{ _("averaged over the year") }}

{{ _("Month by month") }}

{{ _("twelve months back, twelve ahead") }} · {{ _("refresh from Yahoo") }}

{{ _("By security") }}

{% if data.securities %}
{% for s_ in data.securities %} {% endfor %}
{{ _("Security") }}{{ _("Received, 12 months") }}{{ _("Received, all") }} {{ _("Expected, 12 months") }}{{ _("Per share, a year") }}{{ _("Next ex-date") }}
{{ s_.name }}{{ s_.isin }}{% if not s_.held %} · {{ _("no longer held") }}{% endif %} {{ money(s_.received_12m, base_currency) if s_.received_12m else '—' }} {{ money(s_.received_all, base_currency) if s_.received_all else '—' }} {{ money(s_.expected_12m, base_currency) if s_.expected_12m else '—' }} {% if s_.per_share %}{{ qty(s_.per_share | round(4)) }} {{ s_.currency or '' }} · {{ _n(s_.payments, "{n} payment", "{n} payments") }}{% else %}—{% endif %} {{ d(s_.next) if s_.next else '—' }}
{% else %}

{{ _("No dividends received yet, and nothing expected — either no holding pays out, or Yahoo has not been asked yet.") }}

{% endif %}
{% if data.upcoming %}

{{ _("Coming up") }}

{{ _("by ex-date, from last year's dates") }}
{% for u in data.upcoming %} {% endfor %}
{{ _("Ex-date") }}{{ _("Security") }}{{ _("Per share") }}{{ _("Expected") }}
{{ d(u.date) }}{{ u.name }}{{ qty(u.per_share | round(4)) }} {{ u.currency or '' }}{{ money(u.amount, base_currency) }}
{% endif %} {% if data.by_year %}

{{ _("By year") }}

{% for y in data.by_year %}{% endfor %}
{{ y.year }}{{ money(y.amount, base_currency) }}
{% endif %} {% endblock %} {% block scripts %} {% endblock %}