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edited May 2013 in General
It would be great to show Dividend Payouts in overall again in MF Portfolio. Also it is important to show dividend payout in reporting sections. WIth out this overall gain wont show the correct picture. It is required to declare these dividends when filing TAX returns. I would be of no use to generate TAX report with out the dividend payout portion. I hope this gets included in reports.


  • The invested amount in Portfolio summary report includes your dividend reinvestment, which is same as your closing balance in accounts and it is required for capital gain reports.

    For XIRR, the investment amount is the net amount, which is used to compute annualised return (XIRR).

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