Choose the correct listing and currency
Search for the symbol on the market you hold, such as RY.TO for the Canadian listing. One issuer can have several listings. A share’s trading currency and a distribution’s payment currency are not always identical.
Enter the number of shares and review the security’s data. The symbols here are input examples only.
Combine comparable income figures
Hypothetical example: CAD$400 and US$100 in annual dividends. At an entered rate of CAD$1.36 per U.S. dollar, combined income is 400 + (100 × 1.36) = CAD$536, or a monthly average of CAD$44.67.
The exchange rate is an assumption. Bank of Canada indicative rates do not necessarily match a rate applied to an actual trade by your broker.
Separate gross estimates from cash received
Withholding, conversion fees, account types and dividend changes can affect the net amount. The site shows gross estimates and does not calculate your personal tax.
To reconcile a payment, compare the announced distribution, eligible share count, payment currency and brokerage statement.
Back up your tracking data
Holdings are stored in the browser you use. Export a backup from Settings before switching devices or clearing browser data.
Use the calendar for dates, the calculator for an income scenario and the portfolio tracker to bring holdings together.