expected income

[JeanneMarie]

In the Investment Properties dialog, there is a tab for expected income. Can I get that into a report or into the Porfolio Editor (preferably both)?

I can find my custom fields from Investment Properties among the choices in both functions, but I can't figure how I can use the income info after I've loaded it in.

Thanks,
Jeanne

PS: In fact, too, both of my brokers supply expected income on their statements. It would be very neat indeed to be able to retrieve that info when tapping into the broker.
Thanks again.

[Mark]

Hi Jeanne,

This information is available in a few ways:

1) Income Schedule report. This is probably the most common place to utilize the data.

2) Custom report using a variety of fields, including:

Next income value
Next income date
Income style
Maturity Date
Coupon rate

3) Portfolio Editor has properties available, but not values, including:

Income style
Maturity Date
Coupon rate
Payment Frequency
Issue Date

Thanks for the feedback on retrieving this data from the broker.

[JeanneMarie]

Oh, I am red-faced. I should have found some of this on my own. I'll chalk a bit of this up to ambiguity and inconsistency in language. But that doesn't explain my being able to find *nothing* and for that I apologize. Poor reading skills when I got to the "Income Dialog" page in the Help file.

It does seem truly odd however that the Portfolio Editor can display the fields that I create in the Custom tab of Investment Properties (sometimes trivial and/or temporary) but only some of the info I might enter in the Income tab.

Also, since I brought up the question of controlled vocabulary elsewhere, I'll share another example: The Income Schedule report can have "amount per share" of the scheduled payment, and will list each payment in the time period for a security. I think the closest I can come in a custom report is a combination of "next income value" and "projected annual income" in Custom Settings. For my purposes, the latter arrangement is actually preferable to multiple lines for the same security, but it's not easy to find either setting and I think not possible to find what is used in the pre-set report. (Both of the custom settings are among the "value" fields. In addition to better control over vocabulary, an "income and distributions" category among custom settings wouldn't be a bad idea. The categories should be more balanced.)

Thanks for your guidance,
Jeanne

PS: In the Portfolio Editor > Customize > Choose Columns... window. Could we get all these in alpha order and/or in categories?

[Mark]

Hi Jeanne,

Thanks for the feedback. It would be good to organize the Portfolio Editor columns better as well...