This wiki is managed by www.edeskonline.com - an online operating system. Click here to know more.
Equity Portfolio Performance
From EDeskWiki
This page gives you the complete information about the current investments and others like what is the percentage of profit you have made and also the loss.
| Icon | Description |
|---|---|
| Portfolio | |
| Portfolio Size | this is the allocated size of your portfolio, you can define your portfolio size by simply clicking the edit link on the right hand side in the end. |
| Invested Amount | This is the total amount of active investment or the worth of shares. |
| Market Value | This column tells you the current market price of your holdings. |
| Today's Profit | This column shows how much profit you are making by investing a certain amount of money in that particular portfolio |
| Todays % change | This shows how much percentage of profit you have made today. |
| Overall Profit | This column tells you the total profit on the investments made today. |
| % profit on Investment | This column refers to the percentage of profit made on the investments. |
| % profit on portfolio size | This column shows you the percentage of profit made on the size of portfolio |
This table below shows you the dummy data of how exactly your Equity portfolio performance page on eDesk would look.
| Back | Create Portfolio | As on 24-July-2007 | ||||||||
| Portfolio | portfolio size | Invested Amount | Market Value | Today's Profit | Today's % Change | Overall Profit | % Profit on Investment | % profit on Portfolio Size | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| HDFC Demat | 100,000.00 | 16246.64 | 18060.00 | 1360.00 | 8.14% | 1820.00 | 11.20 | 1.82 | Edit | |
Once you click on the portfolio name you will have look of detail portfolio performance
as shown below.
