We’re excited to announce a major upgrade for transactional portfolios. Dividends and distributions are now calculated automatically—no manual input needed.

Here’s what’s new:

• Dividend Yield Table: Track annual dividend yields over time with automatically updated figures, offering a clearer view of your portfolio’s income performance.
• Monthly Dividend Payouts: See monthly dividend payouts for your entire portfolio, allowing you to monitor income trends effortlessly.

Check out the example below to explore the intuitive new layout for dividend yield and monthly payout information on PortfoliosLab.

This feature is available on all subscription tiers, including the free plan. Start exploring the new capabilities today!