Estimated Income Date Range Selector

Written By Oscar

Last updated 6 months ago

This article explains how to use the Estimated Income Date Range Selector to filter and view your estimated dividend income. This tool allows you to easily analyze your future cash flow for specific upcoming periods.

Locating the Date Range Selector

You'll find the Estimated Income Date Range Selector in the designated area above your dividend income cards. It looks and behaves similarly to the date range selector on your main dashboard but is specifically for future dates.

What the Selector Shows You

The selector allows you to choose from several predefined options or a custom range to filter your estimated income data:

  • 1M (1 Month): Displays data for the current month only.

  • 2M (2 Months): Displays data for the current month and the next month.

  • 3M (3 Months): Displays data for the current month and the next two months.

  • 6M (6 Months): Displays data for the current month and the next five months. This is the default view when you first load the page.

  • Custom Range: Gives you the flexibility to select any specific start and end dates.

How to Use the Selector

Using the selector is straightforward:

  1. Select a Predefined Range: Click on any of the "1M," "2M," "3M," or "6M" options. The income cards on the page will automatically update to reflect the income for that period.

  2. Select a Custom Range:

    • Click the "Custom Range" option. A calendar interface will appear.

    • This calendar is designed for day, month and year selections.

    • You can only select dates that are in the future, starting from the current month. Past dates will be greyed out.

    • You are restricted from selecting a date beyond December of the following year. For example, if it is August 2025, you can only select a date up to December 2026. This restriction automatically adjusts each year.

Dynamic Data Updates

Each time you make a selection in the date range selector, the following cards will automatically and instantly update to reflect the income for that new period:

Important to Note

Total Estimated Income" and "Forecast Income" are built on historical data and current portfolio holdings. These are estimations, not guarantees. Dividend payments are subject to change, suspension, or elimination by the issuing company at any time, and can be influenced by various market, economic, and company-specific factors. Refer to our Terms of Service for more details.

Highlight

By using the Estimated Income Date Range Selector, you can quickly and easily filter your dividend projections to gain a clear understanding of your future cash flow, allowing you to plan ahead with confidence.

If you have any questions or encounter any issues, please contact our support team for assistance at support@orizonanalytics.io