To view the income analysis, select the Income tab of the portfolio view.
This analysis estimates the portfolio income for the next 12 months:
- dividends from stocks and funds
- interest payments from fixed income assets
The values shown are an estimate based on the trailing 12 months distributions. The actual future distributions may vary depending on the security issuer's approval, and there is no guarantee that the actual distributions will be equal to the values shown. For fixed income assets, the estimate assumes no default from the issuer.
Details per position
To drill into the income estimate and the yield calculations, click on these numbers in the table.
In the example above, clicking on the income estimate number will display the following table:
The income and yield analysis may optionally included in the PDF report.