Projected Income

View the estimated income for the year ahead from dividends and interest, based on portfolio holdings as of the previous business day.

To navigate to this tool, please take the steps outlined 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.