Holdings Level

The Holdings Level tab goes another level deeper still and shows you each holding within each portfolio that will generate dividend income in the given month. The amount that is expected to be paid and the estimated payment date are included, as shown in the screenshot below.

Future Income Holdings Level

You can sort in ascending or descending order within a given month by clicking on the corresponding column header.

If you ungroup by month (described in the previous section), this will get rid of the default monthly grouping. Now you can sort the table by the Estimated Payment Date, Portfolio, Ticker, Company name or Income amount. The screenshot below shows a sort by Estimated Payment Dates.

Future Income Holdings Level Sort

To get back the monthly grouping, right click on any column and select “Group by Month” as shown previously in the Portfolio Level section above.

Portfolio Level Limitations