How do I select multiple portfolios for future income projections?

In the Future Income Navigation Window, you can select any combination of portfolios by clicking the checkboxes next to their names in the tree-like folder structure. Stock Rover will automatically aggregate the projected dividend income for all selected portfolios into a single view.

Can I exclude certain accounts from my dividend income report?

Yes. Because the Navigation Window allows for individual checkbox selection, you can easily include or exclude any portfolio. This is useful for separating taxable accounts from retirement accounts when planning your future cash flow.

Navigation Panel

The Navigation Window displays your portfolios in a tree-like structure, allowing for easy organization. This is where you select the specific portfolios you wish to include in your future income calculations. Simply click the checkbox next to a portfolio’s name to include it; you can select or exclude any combination of portfolios to see aggregate projections.