摩根资产管理 vs DivSet

【公司介绍】 摩根资产管理（J.P. Morgan Asset Management）隶属摩根大通集团（JPMorgan Chase & Co.），是全球最大的资产管理公司之一。摩根资产管理在中国公募基金行业已有19年的发展历程。2004年5月，摩根资产管理和上海信托共同组建「上投摩根基金」，成为行业领先的中外合资公募基金公司。 【特色功能】 1，首页 总资产和昨日收益一目了然，全部功能包含基金专区，账户服务，数据工具和活动资讯，满足多种用户场景需要 2，基金 紧跟大咖，不同风格的明星基金经理，多款代表基金满足不同投资者的选基需要。人生四笔钱，展示人生不同投资目标的资产配置。 3，全球 放眼全球，优质资产要把握；聚焦当下，资产配置正当时。横跨多个市场，抵御单一市场波动。 4，发现 了解热点资讯，关注每周市场洞察，基金经理观点助力轻松选基 5，我的 各类资产明细简单明了，积分卡券入口更清晰 【联系我们】 官网：am.jpmorgan.com/cn 微信公众号：摩根资产管理 客服电话：400-889-4888

How much dividend income did you receive this year? Which holdings contributed the most? DivSet brings annual income, holdings, dividend records and dividend stock screening into one ledger. Search by stock name or symbol and enter your shares and purchase dates to get started. No account registration is required. ANNUAL INCOME AT A GLANCE Switch years to see total, received and estimated or pending dividends. Holdings and their dividend totals update for the selected year, so you can see each stock’s contribution. Dividends are grouped by payment year; market values use the latest available quotes. HISTORICAL DIVIDENDS Estimate historical gross dividends using your purchase and sale dates, eligible share counts and available dividend records. Open a holding to see annual totals, dividends per share, ex-dividend dates and payment dates. PAYMENT RECORDS View dividends by month and distinguish received, upcoming and estimated payments. Review individual amounts and dates, and enter the actual amount from your broker for editable records. HOLDINGS AND TRADES Choose a stock and enter the quantity and purchase date in one flow. Add to existing holdings or edit and delete purchase and sale records. DivSet updates the share count and dividend estimates. Sort by market value, annual dividends or name, and filter active or closed positions. SEPARATE PORTFOLIOS Create and name independent ledgers for brokerage accounts, investing goals or family members. Switch accounts in Settings to see the corresponding holdings, trades, dividend records and annual income. COMPARE DIVIDEND STOCKS Browse Chinese A-share dividend stocks by sector, including banking, energy, utilities, finance, consumer and shipping. Sector filters update the average yield, dividend streak and estimated annual dividends per CNY 100,000. Expand individual sectors or combine results into one table. Compare price, trailing P/E, dividends per share, current yield, five-year average yield and consecutive dividend years. Sort columns, scroll horizontally, adjust the table size and refresh quotes. SHARE AND BACK UP Create a poster of the dividend stock list, or browse, save and share app posters in Settings. Export holdings, trades and dividend records for the current account as CSV. Preview supported CSV imports before replacing the current account’s records; other accounts are unaffected. ON-DEVICE LEDGER AND REMINDERS Holdings, trades and dividend records stay on your device. With notification permission, DivSet can remind you at 9:30 a.m. on recorded ex-dividend and expected payment dates, with the relevant account name. Choose from three themes and matching icons. DivSet supports iPhone and iPad, and you can send feedback by email from Settings. The app interface is in Simplified Chinese. ABOUT THE DATA Totals include received dividends and estimates. Historical estimates depend on the trades you enter, eligible shares and available data. Check actual receipts against your brokerage statements. Quotes and dividend data require an internet connection and show the applicable quote date. Dividend stock data is updated after market close on trading days and is not real-time. Market data requests do not upload your share quantities, trades or ledger. You manage the CSV files you save. Estimated annual dividends are illustrative and do not predict future returns. DivSet is a recordkeeping and research tool and does not provide investment advice. Check company announcements, exchange disclosures and brokerage records for final figures.