Automated Dividend Tracker

Automated Dividend Tracker

Monitor your portfolio's dividend income and upcoming payments.

Manage Your Holdings

Dividend Income Summary

Income by Stock

Upcoming Dividend Payments

$${calculations.totalAnnualDividend.toLocaleString('en-US', {minimumFractionDigits: 2})}

Portfolio Value

$${calculations.totalValue.toLocaleString('en-US', {minimumFractionDigits: 2})}

Average Yield

${calculations.portfolioYield.toFixed(2)}%

`; const sortedIncome = Object.entries(calculations.incomeByStock).sort((a, b) => b[1] - a[1]); document.getElementById('summary-table-container').innerHTML = `

Details

${sortedIncome.map(([ticker, income]) => ` `).join('')}
TickerAnnual Income% of Total
${ticker} $${income.toLocaleString('en-US', {minimumFractionDigits: 2})} ${(income / calculations.totalAnnualDividend * 100).toFixed(1)}%
`; const ctx = document.getElementById('income-chart').getContext('2d'); if (incomeChartInstance) incomeChartInstance.destroy(); incomeChartInstance = new Chart(ctx, { type: 'pie', data: { labels: sortedIncome.map(([ticker]) => ticker), datasets: [{ data: sortedIncome.map(([, income]) => income), backgroundColor: CHART_COLORS }] }, options: { responsive: true, plugins: { legend: { position: 'bottom' } } } }); } function renderCalendar() { const container = document.getElementById('calendar-container'); const upcomingEvents = portfolio.holdings .map(h => ({ ticker: h.ticker, ...MOCK_STOCK_DATA[h.ticker] })) .filter(d => d.nextPayDate) .sort((a, b) => new Date(a.nextPayDate) - new Date(b.nextPayDate)); if (upcomingEvents.length === 0) { container.innerHTML = '

No upcoming dividend payments found for your holdings.

'; return; } container.innerHTML = ` ${upcomingEvents.map(e => ` `).join('')}
Payment DateEx-Dividend DateTicker
${new Date(e.nextPayDate).toLocaleDateString('en-US', {month: 'long', day: 'numeric', year: 'numeric'})} ${new Date(e.nextExDate).toLocaleDateString('en-US', {month: 'long', day: 'numeric', year: 'numeric'})} ${e.ticker}
`; } function addStock() { const tickerInput = document.getElementById('ticker-input'); const sharesInput = document.getElementById('shares-input'); const ticker = tickerInput.value.trim().toUpperCase(); const shares = parseFloat(sharesInput.value); if (!ticker || !shares || shares <= 0) { alert('Please enter a valid ticker and number of shares.'); return; } if (!MOCK_STOCK_DATA[ticker]) { alert(`Stock ticker "${ticker}" not found in our database.`); return; } const existing = portfolio.holdings.find(h => h.ticker === ticker); if (existing) { existing.shares += shares; } else { portfolio.holdings.push({ ticker, shares }); } tickerInput.value = ''; sharesInput.value = ''; renderHoldingsTable(); } function removeStock(ticker) { portfolio.holdings = portfolio.holdings.filter(h => h.ticker !== ticker); renderHoldingsTable(); } addStockBtn.addEventListener('click', addStock); // --- PDF GENERATION --- async function generatePdfReport() { downloadPdfBtn.disabled = true; downloadPdfBtn.textContent = 'Generating...'; const pdfTemplate = document.getElementById('pdf-template'); const sortedIncome = Object.entries(calculations.incomeByStock).sort((a, b) => b[1] - a[1]); const reportHtml = `

Dividend Income Report

Generated on ${new Date("2025-09-11").toLocaleDateString()}

ANNUAL DIVIDEND
$${calculations.totalAnnualDividend.toLocaleString(undefined, {minimumFractionDigits: 2})}
PORTFOLIO VALUE
$${calculations.totalValue.toLocaleString(undefined, {minimumFractionDigits: 2})}
PORTFOLIO YIELD
${calculations.portfolioYield.toFixed(2)}%
Income Distribution
${sortedIncome.map(([t, i]) => ``).join('')}
TickerAnnual Income% of Total
${t}$${i.toLocaleString(undefined,{minimumFractionDigits:2})}${(i / calculations.totalAnnualDividend * 100).toFixed(1)}%
Portfolio Holdings
${portfolio.holdings.map(h => { const d = MOCK_STOCK_DATA[h.ticker]; return `` }).join('')}
TickerSharesValueAnnual Income
${h.ticker}${h.shares}$${(h.shares * d.price).toLocaleString()}$${(h.shares * d.annualDividend).toLocaleString(undefined,{minimumFractionDigits:2})}
`; pdfTemplate.innerHTML = reportHtml; pdfTemplate.classList.remove('invisible'); new Chart(document.getElementById('pdf-income-chart').getContext('2d'), { type: 'pie', data: incomeChartInstance.data, options: { animation: { duration: 0 }, plugins: { legend: { display: false } } } }); setTimeout(async () => { try { const { jsPDF } = window.jspdf; const canvas = await html2canvas(pdfTemplate.querySelector('.pdf-report-container'), { scale: 2 }); const imgData = canvas.toDataURL('image/png'); const pdf = new jsPDF({ orientation: 'p', unit: 'pt', format: 'a4' }); const pdfWidth = pdf.internal.pageSize.getWidth(); const pdfHeight = (canvas.height * pdfWidth) / canvas.width; pdf.addImage(imgData, 'PNG', 0, 0, pdfWidth, pdfHeight); pdf.save('Dividend_Report.pdf'); } catch(e) { console.error('PDF Generation Error:', e); } finally { downloadPdfBtn.disabled = false; downloadPdfBtn.textContent = 'Download Dividend Report'; pdfTemplate.classList.add('invisible'); pdfTemplate.innerHTML = ''; } }, 500); } downloadPdfBtn.addEventListener('click', generatePdfReport); // --- INITIALIZATION --- switchTab(0); renderHoldingsTable(); });
Scroll to Top