Articles on: Portfolio Analytics

What will I do on the Income Summary page?

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

If you hover over the bars on the chart, a pop out with a breakdown of your asset class contributions to income will appear
Using the drop down located at the top right of the chart, you can filter income by currency. There is another dropdown above this that lets you filter by custodian/account
View estimated future portfolio income based on previous incomes declared and paid

Important points to remember:

Income will be displayed in the portfolio base currency when ‘all’ is selected, even if the income received was a different 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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