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How to track your positions/portfolios?

Moomoo News ·  Feb 19, 2021 21:44  · Exclusive

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Beginner investors always feel confused about stock terms. In this article, we will introduce the basic knowledge of how to follow up the performance of your positions or portfolios...

Examples

1. MV/QTY

Market Value: the market value of the stock you hold, calculating by the quantity you hold times the market price.

Quantity: quantity of holding shares.

2. Price/Cost

Price: the market price of the stock.

Cost: also called Diluted cost, Cost price = (total amount bought during the holding period - total amount sold during the holding period) / quantity of holding shares 

3.P/L Ratio

P/L ratio = (market price - diluted cost) / diluted cost, the value of the P/L ratio is changing since your positions are still open.

4.Floating profit and loss

Also called unrealized profit and loss, floating profit and loss = (market price-diluted cost) × quantity of holding shares.

Once the positions have been closed, the floating profit and loss would change into realized profit and loss.

33.pngBy Bayo

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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