Articles on: Portfolio Analytics

What can I do on the Dividends 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 dividends over the selected time-period
See a projection of income your portfolio will receive from dividends, looking forward 12 months. illio estimates this amount based on previous year’s figures and payment dates
Dividend detail also breaks down your portfolio dividend contributions by long and short positions.
Hovering over the bars on the chart will detail which positions have made contributions to dividend income in the selected period.

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

Dividends 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

Was this article helpful?

Share your feedback


Thank you!