Projected Income

[crawfordn]

Hi Mark,
Thanks for including the updated dividend income current yield field. In updating the income field for all of my holdings, it has become obvious that, from the advisors point of view, it would be very useful to have any changes to income projections (amounts, dates, frequency, etc.) be applicable to all holdings with the same symbol. Currently, all holdings must be changed individually, which is time consuming. Perhaps something for the next fix. Rick

[Mark]

Hi Rick,

Good news, you can already do this on a per-symbol basis. See "Edit / Symbol List...". Click on the "Edit..." button to the right of the currently displayed "Income" properties.

[crawfordn]

Fantastic. You're one step ahead of me. I'm glad I asked when I did. Thanks. Rick