Projected Income

Instructions

The Projected Income widget in PortfolioAnalyst lets you view your estimated income from dividends and interest for the year ahead . This is based on your portfolio holdings as of the previous business day.

Supported Time Period(s) and Account Type(s):

  • Time Period(s): Supported for time periods ending on most recent day.

  • Account Type(s): Brokerage accounts only. NOTE - Not available for External or Offline accounts.

To navigate to this tool, follow the steps below.

  1. Select Performance & Reports > PortfolioAnalyst > Navigate to the Projected Income widget.

    • Alternatively, click Menu in the top left corner > PortfolioAnalyst > Navigate to the Projected Income widget.

  2. Select the blue arrow icon in the top right corner to view additional details.

    Image of the PortfolioAnalyst projected income widget.

  3. A new page will populate with additional information regarding your projected income.

    Image of the PortfolioAnalyst projected income panel.

 

Additional Resources