Projected Income

Instructions

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.

  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

Learn About PortfolioAnalyst at IBKR Campus

Visit the PortfolioAnalyst Website

Navigate to PortfolioAnalyst