Hi all,
We are thrilled to announce the official release of the Income Calendar, a powerful new feature designed to give you a clear, visual overview of your investment income.
The Income Calendar is now available to all Standard, Premium, and Business plan customers!
Visualize Your Income
Get a snapshot of your expected and received income right in a monthly calendar view.
Key Features on a High Level:
Monthly View: See all your income entries laid out month-by-month.
Status Tracking: Quickly view income based on its status:
- Paid
- Announced
- Pending
- Estimates
Confirm & Reconcile: Easily confirm payouts against your records.
How You Can Use It:
Budget & Cashflow Planning: Forecast your monthly income for better financial planning.
Reconcile Dividend Payouts: Ensure you’ve received all expected dividends.
Smarter Portfolio Planning: Use the visual data to make strategic portfolio decisions.
Upcoming Live Webinar
Want to see the Income Calendar in action and learn how to leverage it for maximum benefit?
We are hosting a live webinar this Thursday, November 20th at 12 PM AEDT on how you can use the Income Calendar as a strategic tool for smarter portfolio planning.
Register here.
Further Reading & Feedback
For a detailed look at the new feature and its benefits, check out our latest blog post:
Go to our blog.
We would also love to hear your feedback on how to make this even better for your use case!
As an example, we’re exploring ideas like turning it into a general investment calendar where you could add notes, annual reports, buy/sell transactions, earnings release/calls, and more.
What would make the Income Calendar most valuable to you? Let us know in the comments below!
Happy investing!