Read a holding's detail page
Open a holding from your portfolio table to review position metrics, trades, income, notes, and settings in one place.
Tabs at a glance
Section titled “Tabs at a glance”- Overview: value, return, price/history, key stats
- Trades: transaction list for that ticker + exchange
- Income: payment history and confirmation state
- Notes: your private notes
- Settings: tax flags, labels, broker, DRP enrolment and residual controls
Income tab
Section titled “Income tab”The Income tab shows:
- payment history grouped by financial year
- confirmed vs unconfirmed count
- row-level confirm/reopen/edit/delete actions
DRP-confirmed dividends stay linked to a Dividend Reinvestment lifecycle, so reopening can be blocked if later sales already depend on those lots.
Settings tab: DRP controls
Section titled “Settings tab: DRP controls”The DRP section includes:
- current residual balance and unsettled status
- enrolment period list (from/to ex-date, participation, rounding mode)
- add/remove enrolment periods
- residual adjustment form
Residual adjustments can optionally create a linked settlement transaction:
- cash settlement
- Return of Capital settlement
See Record reinvested dividends (DRP) for the full DRP workflow.