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.
To navigate to this tool, follow the steps 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.
