How to Automatically Manage Dividends
Learn how Delta can automatically track and manage dividend payouts for your stock and fund investments.
Keeping track of your dividend payouts doesn't have to be a manual chore. Delta Investment Tracker can automatically add dividends for the stocks and funds you hold, saving you time and keeping your portfolio completely accurate.
Here is everything you need to know about setting up and managing automatic dividends.
Turning Automatic Dividends ON or OFF
You have complete control over whether Delta handles your dividends for you, and this setting can be adjusted on a per-portfolio basis.
How to enable or disable the feature:
Navigate to your main Portfolio screen.
Tap the portfolio selector (the suitcase icon) in the top right corner.
Choose your desired portfolio, then tap the three dots "...".
Toggle Auto-Calculate Dividends to ON or OFF.
What happens when it is ON?
Delta will automatically create dividend transactions based on your exact holdings at the time of the asset's ex-dividend date.
These automated transactions are completely dynamic. If you add, delete, or update a past transaction, Delta will automatically recalculate your past dividends to match.
Please note that auto-calculated dividend transactions are locked; they cannot be manually edited or deleted.
If you are switching this setting from OFF to ON, Delta will instantly look at your history and add all past dividends for you.
What happens when it is OFF?
Delta will not add any automatic dividends.
If you switch the setting from ON to OFF, the app will instantly remove all previously auto-calculated dividends from that portfolio. In short, turning it OFF means you are taking complete manual control over your dividend tracking.
How Dividends Affect Your Portfolio
When dividends are recorded (whether automatically or manually), they immediately factor into your portfolio's performance.
Profit & Loss (P/L): Your total profit/loss is calculated as your Realized Profit + Unrealized Profit + Dividends.
Available Cash: Your dividend payouts are automatically added to your Available Cash balance, giving you an accurate picture of your uninvested funds.
Cost Basis: Earning dividends will not change the total or unit cost basis for your underlying stock.
Adding Manual Dividends
If you prefer to keep the automatic setting OFF, you can always add your dividends manually. Simply navigate to an asset's transaction page (or search for the asset) and choose to add a manual "Dividend" type transaction. During setup, you can toggle whether this manual payout should be added to your Available Cash balance.
Helpful Tips & Troubleshooting
Viewing Total Dividends: You can easily see the total dividends you have earned from a specific stock by tapping on the asset and checking the "Dividends" figure under the Metrics section (located just underneath Total Profit).
Missing Dividends: If you have Automatic Dividends turned ON but notice a payout is missing, please write to us at support@delta.app with the stock ticker and the date of the missing dividend so we can investigate.
Crypto Dividends & Staking: If you want to hide automatic dividends or staking rewards specifically for your cryptocurrencies, you can do this by navigating to Settings > View Options > Hide automatic dividends/staking for crypto.