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feat(portfolio): dividend calendar, positions without dividends included - #113

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joaoguimaraespro merged 1 commit into
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feat/dividend-calendar
Oct 18, 2026
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joaoguimaraespro merged 1 commit into
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feat/dividend-calendar

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What and why

To plan a monthly "salary" from dividends: a calendar on the Portfolio page with the last 12 months of net dividends by calendar month (Jan–Dec) for every position, payers or not (crypto only when it paid), plus each one's total and yield, the month totals, the monthly average and the thin months (under half the average) — where a position paying then would even out the income. A toggle shows only payers.

GET /api/portfolio/dividend-calendar (same broker/account scope as the other portfolio endpoints).

How it was tested

Integration (demo brokers): one row per non-crypto position at least, 12 months each, totals consistent. Checked in the desktop app with the demo broker (PT-PT).

🤖 Generated with Claude Code

…nds included

The last 12 months of net dividends by calendar month for every position (crypto only when it paid), with yield,
the monthly average and the thin months: where a payer would even out a monthly income.
@joaoguimaraespro
joaoguimaraespro merged commit eb2286e into main Oct 18, 2026
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@joaoguimaraespro
joaoguimaraespro deleted the feat/dividend-calendar branch October 18, 2026 17:54
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