Learn how to make the most of the Income page and its features
Start exploring
On this page you can manipulate allocation and get a breakdown of your income and see where it's coming from. You can also see projected future income over the next 12 months.
Gain a new perspective
By changing how you look at Income (either by region, currency, account and sector) and looking within the segments themselves you can benefit from a fresh view on your portfolio.
Take advantage of our insights
Each page has tailored insights that can help you analyze your portfolio and start thinking like a professional.
Inspect by asset class
You can see where you have generated income and how this might change when used in conjunction with the Projected Income graph, this helps you better understand your sources of regular return.
Use “Date Range” to change the timeframe and “Show by” to display income sources by a different category.
Look to the future
This graph projects your 1-year income on a monthly basis. When used in conjunction with the graph above you can see why and when your income may change, and where it comes from.
Use the "Show by" to display income sources by a different category.
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If you’d like to learn more about how to make the most of each page, we have similar walkthroughs linked below.