Estimated income from investments must be manualy added to security details

I must be missing something. I have many securities in my portfolio. Looking at securities detail view screen a security shows div rate, ex-div date etc. However this info is not carried over to the individual security and must be entered into the "Other Info" tab. It seems to me this should be populated when downloading .

I would think others wouls be interested in seeing an estimated annual income from investments column

Best Answers


  • jim@1
    jim@1 Member ✭✭
    Thanks for your answer. I understand but when you have 100+ securities it is tedious to keep up with. I would prefer auto entry then handle the non available info as needed.

    I'll just work up a spread sheet to take care of it
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