Portfolio Level

The Portfolio Level tab goes one level deeper than the Summary Level. It shows you within each month how much each portfolio contributes to the overall monthly projected dividend income, as shown below.

Future Income Portfolio Level

You can sort in ascending or descending order, by either Portfolio Name or by Income within a given month by clicking on the corresponding column header. Clicking on the column again flips the sort order.

You can also ungroup by month by right clicking on a column header and clicking Group By None as shown below.

Future Income Ungroup

This will get rid of the default monthly grouping. Now you can sort the table by the Portfolio Name or Income column by clicking on them. Clicking again reverses the sort. The screenshot below shows a sort by income per month, listing the largest income months at the top.

Future Income Portfolio Level Sort

To get back the monthly grouping, right click on any column and select “Group by Month” as shown below.

Future Income Portfolio Month Grouping

Summary Level Holdings Level