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How to Calculate Investment Income

Calculate annual investment income from dividends, interest, and capital gains across a portfolio.

The Formula

annualIncome = portfolio * yieldRate / 100

The investment income formula uses the mathematical relationship: annualIncome = portfolio * yieldRate / 100. Each variable in the formula represents a measurable quantity that affects the final result.

Step-by-Step Method

  1. 1Identify all input values needed for the investment income calculation.
  2. 2Substitute your known values into the formula: annualIncome = portfolio * yieldRate / 100.
  3. 3Perform the arithmetic operations in the correct order (PEMDAS/BODMAS).
  4. 4Check that your result has the correct units and is within a reasonable range.
  5. 5Verify using the interactive Investment Income Calculator to confirm your answer.

Related Topics

investment incomedividendsinterestportfolio yield

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Skip the manual math — get instant results with our free Investment Income calculator.

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