Once invested in the portfolio stocks is crucial for every investor to track the 3 P's; portfolio, performance, and profit/or Loss.
To check all the details with respect to total and current investments and performance,
tap on "Portfolio" tab at bottom > click on "View Stock" for the desired portfolio > Click on "Investment Details".
Investment details include,
- Money Put In = Overall Investment in the Portfolio
- Current Investment = Current Money that is invested
- Current Portfolio Value = Value of Portfolio stocks at current market price
- Total Returns = Total Returns on the portfolio so far
- Current Returns = Current Returns on the Current Investment
- Booked Profit is the booked profits on the account.
Investment Calculation:
Current Returns = Total Portfolio Value - Current Investments
Investment Booked = Money Put In - Current Investments
Total Returns = Current Returns+ Dividend Earned + Returns Booked
Returns Booked = Total Returns - Current Returns - Dividend Earned
To know more about investment details, you may click here
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