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The Income Calendar

See your past and estimated future dividend income, based on your portfolio’s last 12 months of payments.

Updated over 2 months ago

Overview

The Income Calendar helps you visualise your portfolio’s income over time — showing both actual dividends paid and estimated future income for up to 12 months ahead.


How the Estimates Work

Navexa estimates future dividends using your last 12 months of dividend history for each holding.

Most companies tend to pay similar amounts over time, so this provides a useful guide.

However, these estimates are not guaranteed. Dividend amounts and schedules can change — sometimes companies pay more, less, or skip payments entirely.

For example, a company that paid a large one-off dividend in the past year may have inflated future estimates.

Think of it as a forecast, not a promise.


Reading the Income Calendar

  1. Income Total
    Displays the total income (paid + estimated) for the selected period.

  2. Income Chart
    Shows monthly bars of:

    • Solid green bars → confirmed, paid dividends.

    • Striped green bars → estimated income.

  3. Income List
    Lists individual dividend payments for each month:

    • An ‘Estimated’ badge means the dividend is projected.

    • No badge means the amount has been confirmed.


Tips

  • Hover or tap a bar to see totals for that month.

  • Use filters to narrow down income by portfolio, holding, or date range.

  • Treat estimated dividends as guidance — not as precise predictions. Companies often change their dividends.

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