Track Every Dividend Automatically
Cash and reinvested dividends from every brokerage land in your spreadsheet, with ex-date, pay-date and ticker. Income by month, ticker or account, ready to chart.
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Dividends, Synced and Sorted
Every payment from every account, in your destination of choice.
Pick Where to Build It
Same dividend feed, your tool.
What the Tracker Captures
Every dividend event
Ticker, ex-date, pay-date, amount, currency and account. Cash and DRIP rows separated.
Income by month
Pivot the dividend table by month and account to see your real income trend.
Yield on cost
Combine dividends with the holdings table to compute yield on cost per ticker.
Forecast next year
A year of history plus current holdings is enough to project next year's payments.
Dividend Tracker FAQ
How do I build a dividend tracker?
Connect your brokerages through BankSync, pick a destination (Google Sheets, Notion, Airtable or Excel), and choose the dividend tracker template. Cash and reinvested dividends sync with ex-date, pay-date, amount and ticker on every run.
Which brokerages report dividends?
Every supported brokerage that reports dividends to its open finance API does. That covers Charles Schwab, Fidelity, Robinhood, Vanguard, E*TRADE, Interactive Brokers, TD Ameritrade and others. DRIP (dividend reinvestment) events are flagged so you can split cash income from reinvested.
Can I forecast next year's dividend income?
Yes. With a year of dividend history in your sheet and current holdings sync, build a forecast formula using payment frequency and yield. The schema is consistent across brokerages so the formula keeps working when you add an account.
Does the tracker handle qualified vs ordinary dividends?
BankSync syncs the dividend type field where the brokerage exposes it. For brokerages that do not classify until the 1099, you can tag the rows yourself in the destination.
How current is the dividend data?
BankSync can run hourly on eligible plans. Brokerages typically post dividend events within one to three business days of pay-date, so a daily schedule usually matches provider availability.
Track Every Dividend Automatically
Cash and reinvested. Every brokerage. Every payment. In your spreadsheet.
14-day free trial • Cancel anytime