The Holdings Level tab offers the most granular view, displaying every individual holding within each portfolio that is projected to generate dividend income. This view includes the specific amount expected to be paid and the estimated payment date for each asset, as shown below.
You can sort the data in ascending or descending order within a given month by clicking the corresponding column header. Clicking the header again reverses the sort order.
By removing the default monthly grouping (as described in the previous section), you can perform a global sort across the entire table. This allows you to organize your data by Estimated Payment Date, Portfolio, Ticker, Company Name, or Income Amount. The screenshot below shows the table sorted chronologically by Estimated Payment Date.
To restore the monthly chronological organization, right-click any column and select “Group by Month” as shown in the Portfolio Level section above.
