dividend calculation

billbill Member ✭✭
edited December 2019 in Investments (Windows)
calculate an estimate of annual total portfolio dividend and interest income, based on dividend yield and current holdings for each security/fund/etf
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  • J_MikeJ_Mike SuperUser ✭✭✭✭✭
    QWin currently has this capability to some extent - with some manual entry bu the user.
    Open a security in Edit mode - Edit Security Details.
    Select Other Info at the bottom of the dialog.
    Enter a value for Est. income: - in $/share.

    Customize a portfolio view to include the field Estimated Income. This field displays the estimated annual income based on the above inout.
    QWin & QMac (Deluxe) Subscription
    Quicken user since 1991

  • Jim_HarmanJim_Harman SuperUser ✭✭✭✭✭
    edited December 2019
    [edited for better link]
    This idea was discussed at length here
    https://community.quicken.com/discussion/7823525/need-accurate-investment-cash-flow-forecast
    -- Jim QWin Premier subscription
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