Start with paid dividends in your activity data
A dividend tracker can answer a concrete question: how much dividend activity was reported for the accounts and dates you imported? Brokerage Connect brings available transactions into ST_Activities, including the returned activity type, amount, currency, symbol, dates, and description.
This workflow summarizes reported activity. It does not forecast future dividends or estimate yield from a live price feed.
1. Choose accounts and a date window
In the add-on, select your accounts and Activities. Set an inclusive start and end date for the period you want to review. Preview the returned types and dates first. The connection may not provide records for every date you request.
You can begin with all activity types so you can inspect how your provider classifies distributions. If you later filter the import by type, make sure you understand which rows the filter leaves out.
2. Sum dividends in a separate analysis tab
With the default table name and columns, this formula sums activity amounts classified as DIVIDEND in USD:
=SUMIFS(ST_Activities!I2:I, ST_Activities!E2:E, "DIVIDEND", ST_Activities!G2:G, "USD")Column I contains numeric amounts, E contains activity types, and G contains currencies. Replace USD with CAD or another returned currency for a separate total. A result of zero can mean there are no matching rows; inspect your data before assuming there were no dividends.
3. Break down income by account or symbol
Create a pivot table from ST_Activities. Filter type to DIVIDEND, group rows by account_name or symbol, group columns by currency, and summarize amount with SUM. Keep rows without symbols visible so they are not silently dropped from your review.
The date window comes from the imported Activities table. If you want monthly summaries, group the returned dates in your analysis. Use the descriptions to inspect adjustments or rows whose classification differs from your expectations.
4. Reconcile before drawing conclusions
Reinvestments, withholding, reversals, or related transactions may appear as separate rows or under different types. Review the available activity and compare with your brokerage records. Do not combine currencies or assume a dividend cash-flow sum equals investment return.
5. Update the tracker from the sidebar
Refresh the configured import when you want an update. The add-on replaces the managed activity window rather than appending the same rows each time. For a new date range, review your import settings and preview again. Keep your formulas outside the managed source tab.
See the column reference for the complete activity schema, including exact source values and available source timestamps.