Goals - Setting Dividend
complete
SangeyLama
I think it would be useful if we could set a dividend goal.
I understand that dividends change and aren't necessarily a given, but seeing as a number of individuals invest for passive income
It would be good to have a tracker to see a goal dividend and estimated dividend return using prior data.
Hayden Smith
complete
So I'm going to mark this one as completed... but will just have to explain that slightly.
Right now you can't explicitly set a "dividend goal" just because dividends are difficult to predict based on data alone.
However, when you set a financial independence goal on Pearler, we ask for the passive income you want - and from that we help you calculate your total portfolio size needed for the goal, ergo it's possible to in that way have a dividend goal.
K
Kelly M
As at January 2025, the updated pearler goals function is clunky. Previous goals no longer show up except on profile and you can’t edit them. The add a goal function is terrible. I’d like to be able to add goals like “y invested by x date” but when you do this it automatically says it’s achieved because it uses what’s in the total of the investments (ie profits/gains) rather than money I’ve actually paid towards the investment. It sucks.
Hayden Smith
planned
The new goal setup flow will centre around passive income as a target
N
NGB
Was just looking at the goal setting features they’ve been emailing about and thought I’d have a look and see if this was available, would be a great feature!
Similar to a future dividend estimator based on past data (obviously knowing the past is no guarantee of future performance) but a handy tool to get an idea of where you might be at.
David Wright
Plus one for both points as great features!