Dividends
XTB dividend tracker
Every dividend from your XTB accounts in one table: the gross amount, the tax withheld at source, what actually landed in the account, and the same in your base currency. Free, built from the export you already have.
Where the numbers come from
XTB records each payout in the Cash Operations sheet of the account export and books the withholding tax as a separate line. portfoliomanager pairs the two, so you see gross, tax and net side by side instead of rows you have to match yourself.
Amounts stay in the account currency for the record. Totals and charts use your base currency, converted at NBP rates for the day of the payout.
What the dividends tab shows
- Net dividends from the last 12 months and the yield on today's portfolio value
- A monthly chart covering the last 24 months
- Yearly totals: gross, tax withheld and net
- The shares and ETFs that paid you the most
- The full payout history with the date and the account
Withholding tax and PIT-38
Tax withheld abroad, for example 15% on US shares with a W-8BEN form on file, counts towards the 19% Polish tax. The PIT-38 estimate uses the same records to show what is left to pay.
Dividends paid into IKE and IKZE accounts are shown with everything else and kept out of the tax estimate.
The demo portfolio in numbers
The demo portfolio on this site received PLN 3,255 net over the last 12 months and PLN 10,041 since January 2023, mostly from Polish banks and US large caps.
Questions
Does it handle dividends in USD and EUR?
Yes. Each payout is kept in its own currency and converted at the NBP rate for totals in PLN, USD or EUR.
Can I look at one account only?
Yes. The account filter at the top of the app applies to the dividends tab too, so you can check the IKE account on its own.
Is the dividend tracker free?
Yes. Like the rest of portfoliomanager it is free and non-profit, with no paid tier.
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