Articles on: Portfolio Analytics

What can I do on the Distributions 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 distributions over the selected time-period
See a projection of income your portfolio will receive from distributions, looking forward 12 months. illio estimates this amount based on previous year’s figures and payment dates
Distribution 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 distributions income in the selected period

A few tips to help you make the most of our Distribution Detail page:

Distributions will be displayed in the portfolio base currency when ‘all’ is selected, even if the income received was a different currency
Using the drop down located at the top right of the chart, you can filter by currency
illio doesn’t guarantee future income it just estimates what it may be based on previous declarations

Updated on: 05/04/2023

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