Articles on: Portfolio Analytics

What can I do on the Coupons Detail page?

Here are the main things you can do on this page:

See an overview of all the income your portfolio has received from coupons over the selected time-period
See a projection of income your portfolio will receive from coupons, looking forward 12 months. illio estimates this amount based on previous year’s figures and payment dates
Coupons detail also breaks down your portfolio distribution contributions by long and short positions
Hovering over the bars on the chart will detail which positions have made contributions to coupon income in the selected period.

An few important points to remember:

Coupon payments will be displayed in the portfolio currency on this page, even if the coupon received was a different currency
Using the drop down located at the top right of the chart, you can filter income by currency

Updated on: 16/03/2023

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