Projected Income
Available in: Client Portal, Advisor Portal, Broker Portal, Org Portal, Student Trading Lab, Professor Trading Lab
The Projected Income widget in PortfolioAnalyst allows investors to view the estimated income for the year ahead from dividends and interest. This is based on the portfolio holdings as of the previous business day.
To navigate to this tool, please take the steps outlined below.
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Select Performance & Reports > PortfolioAnalyst > Navigate to the Projected Income widget.
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Alternatively, click Menu in the top left corner > PortfolioAnalyst > Navigate to the Projected Income widget.
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Select the blue arrow icon in the top right corner to view additional details.
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A new page will populate with additional information regarding your projected income.
