Within the Portfolio tool it is now possible to keep track of income earned over time from dividends and distributions using "Custom Views". To enable income tracking:
Step 1. Select "Create/Edit Custom Views" from the main Views dropdown:
Step 2. Create a view and open the "Portfolio" section. Select "Income Inception" and/or "Income YTD". Save.
Step 3. Select your new Custom View.
- Custom Views Setup Video: https://www.useloom.com/share/2b62337f4fa94337bedf1f8043313418
UPDATE: February 1, 2019
For investors looking to project future equity dividend income, we have launched "Income Forward". This option allows you to forecast the amount of dividend data you expect to receive in the upcoming calendar year.
This is calculated by multiplying the most-recently paid dividend times dividend frequency. For example, on a company paying $1 on a quarterly basis, if you held one share, your Income Forward would be $4.