Two income reports in the Performance Reports hub: Income Breakdown (which holdings drive your income) and Income Calendar (your dividend payments over time).
Income Breakdown
Which holdings or groups contributed the most income over a date range.
Summary tiles show Total Income, Sources, Top Contributor and Avg per Source.
The Holdings Breakdown list shows each group with its income amount, a proportional bar, and % Total.
Tap a group row to expand it and see the individual records (symbol, paid date, amount).
Controls:
Date — the range income is summed over.
Filter — narrow to specific holdings, sectors, exchanges and more.
View — group by None, Holding, Exchange, Sector, Industry, Currency, Broker/Source, Holding Type or Portfolio (plus custom groups), and toggle show closed positions.
No income in range shows No income.
Income Calendar
Your dividend income over time, splitting Paid from Estimated (upcoming).
One bar per period: Paid is a solid fill, Estimated has a diagonal stripe (see the legend). Tap a bar for its total.
Summary tiles show Total Income, Paid, Estimated and Payments (the count).
The Payments table lists each payment by period — holding, Ex-Div / Pay dates, Net Amount. Estimated payments are marked est.; franking credits appear as FC under the amount.
Controls:
Period — a period selector (e.g. next 12 months) instead of a date-range pill. Tap to change.
Filter — narrow to specific holdings, exchanges, sectors, industries, currencies or sources.
⋯ menu — tap export to save to a spreadsheet (XLSX).
No income for the period shows No income for this period.
Note: Both income reports open directly — no paywall.