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Portfolio Summary
Create a portfolio (maximum 10 entries) to track total worth of your investment. This portfolio supports long/short of stocks in different currency and historical portfolio position. To use this service javascript (active scripting) and cookie must be enabled on the browser.
Field Definition
Exch |
Stock exchange where the instrument is listed |
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Name |
Name of instrument |
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Date::Close |
Close price of the instrument identified by Name on or before Date, in Exch currency |
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Date::Change($) |
Close price change of instrument since previous closing |
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Date::Change(%) |
Close price change of instrument in percentage since previous closing |
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Portfolio::Bid |
Purchase price of the instrument |
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Portfolio::Qty |
When the number is positive, quantity of the instrument longed (purchased). When the number is negative, quantity of instrument shorted (sold) |
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Portfolio::Bid Total |
Portfolio::Bid x Portfolio::Qty |
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Portfolio::Total at Date |
Portfolio::Price x Portfolio::Qty |
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Portfolio::P/L($) |
Profit or Loss in Dollars: Portfolio::Total at Date - Portfolio::Bid Total |
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Portfolio::P/L(%) |
Profit or Loss in Percentage: (Portfolio::Total at Date - Portfolio::Bid Total) / abs(Portfolio::Bid Total) |