Asset | Share | Share, % |
---|---|---|
|
[[ ticker.mkt_value | number : 2 ]] | [[ticker.us_mkt_value / portfolio.mkt_value_no_cash * 100 | number : 2]]% |
and [[ portfolio.breakdown.sharesBreakdown.length - amountChartShares ]] more | ... | |
Total | [[ portfolio.mkt_value_no_cash | number : 2]] | 100.00% |
Currency | Share | Share, % |
---|---|---|
[[currency.code]] — | [[ currency.value | number : 2 ]] | [[ currency.valuep | number : 2]]% |
Total | [[ portfolio.mkt_value_no_cash | number : 2 ]] | 100.00% |
Sector | [[ portfolio.name ]] |
---|---|
[[sector.sector]] | [[sector.valuep | number : 2]]% |
Capitalization | Share | |
---|---|---|
[[capitalization.title]] | [[capitalization.valuep | number : 2]]% | |
|
[[ ticker.valuep | number : 2 ]]% | |
and [[ capitalization.tickers.length - 2 ]] more | ... |
Asset Class | Recommended Share | Current Share | Current Value |
---|---|---|---|
[[alloc.asset_name]] | [[alloc.rec_share | number : 2]]% | [[alloc.cur_share | number : 2]]% [[alloc.cur_share | number : 2]]% | [[alloc.cur_amount| meganumber : 2]] [[alloc.cur_amount| meganumber : 2]] |
Recommended ETFs:
[[ rec.ticker.code ]]
Or pick stocks manually:
[[ rec.name ]]
|
Return | |
---|---|
Return | [[ portfolio.gain | number : 2]] |
Return, % | [[ portfolio.gainp | number : 2 ]]% |
Commissions | |
Commissions | [[ portfolio.commissions | number : 2 ]] |
Return after comm, | [[ portfolio.gain - portfolio.commissions | number : 2 ]] |
Return after comm, % | [[ 100 * (portfolio.gain - portfolio.commissions)/portfolio.cost_basis | number : 2 ]]% |
Positions | |
Long positions | [[ portfolio.longs | nanzero ]] |
Short positions | [[ portfolio.shorts | nanzero ]] |
Trade Statistics | |
---|---|
Wins | [[ portfolio.wins ]] |
Losses | [[ portfolio.losses ]] |
Wins, % | [[ 100 * portfolio.wins / (portfolio.wins + portfolio.losses) | number : 2 | nanzero ]]% |
Losses, % | [[ 100 * portfolio.losses / (portfolio.wins + portfolio.losses) | number : 2 | nanzero ]]% |
Buys | [[ portfolio.buys ]] |
Sells | [[ portfolio.sells ]] |
Total trades | [[ portfolio.buys + portfolio.sells ]] |
Symbol | Type | Date | Shares | Price | Cash value | Comm. |
---|---|---|---|---|---|---|
|
[[ trade.type ]] [[ trade.type ]] | [[ trade.datetime_str ]] | [[ trade.shares | number : 2 ]] | [[ trade.price | number : 2 ]] | [[ trade.cashValue | meganumber : 2 ]] | [[ trade.commission | number : 2 ]] |
Portfolio | Exp.Return | Risks (Volatility) | Sharpe Ratio |
---|---|---|---|
[[ optimized['name'] ]] [[ optimized['name'] ]] | [[ optimized['return']| number : 2 ]]% | [[ optimized['risk'] | number : 2 ]]% | [[ optimized['sharpe'] | number : 2 ]] |
[[ portfolio.name ]] | [[ portfolio.extend.return | number : 2 ]]% | [[ portfolio.extend.risk | number : 2 ]]% | [[ portfolio.extend.sharpe | number : 2 ]] |
Asset | [[ portfolioOptimized.name ]] | [[ portfolio.name ]] | 1yr Exp.Return | 1yr Volatility |
---|---|---|---|---|
[[ticker.name]] | [[ ticker.valuep_optimized | number : 2 ]]% | [[ ticker.valuep_portfolio | number : 2 ]]% | [[ ticker.return | number : 2 ]]% NaN | [[ ticker.risk | number : 2 ]]% NaN |
Name | 1yr Exp. Return | 1yr Volatility | Portfolio Share, % | Price | Shares | Cost Basis | Mkt Value | Gain | Gain % |
---|---|---|---|---|---|---|---|---|---|
Cash Value Deposit / Withdraw [[cashError]] Amount: Date: [[addWithdrawCash]] Cash Cancel | [[ portfolio.cash_value - portfolio.cash_value_dividends| meganumber : 2 ]] | [[ portfolio.cash_value | meganumber : 2 ]] | |||||||
[[ ticker.name ]]
|
[[ ticker.expreturn | number : 2 | plus ]]% NaN | [[ ticker.volatility | number : 2 ]]% NaN | [[ ticker.mktValue/portfolio.cost_basis * 100 | number : 2 ]]% | [[ ticker.price | number : 2 ]] | [[ ticker.shares | number : 2 ]] | [[ ticker.costBasis | number : 2 ]] | [[ ticker.mktValue | number : 2 ]] | [[ ticker.gain | number : 2 ]] | [[ ticker.gainp | number : 2 ]]% |
Portfolio value (without cash) | [[ portfolio.return | number : 2 ]] | [[ portfolio.risk | number : 2 ]] | [[ portfolio.cost_basis | number : 2 ]] | [[ portfolio.mkt_value_no_cash | number : 2 ]] | [[portfolio.gain_no_cash | number : 2]] | [[portfolio.gainp_no_cash | number : 2]]% | |||
Portfolio value + Dividends | [[ portfolio.return | number : 2 ]] | [[ portfolio.risk | number : 2 ]] | [[ portfolio.cost_basis | number : 2 ]] | [[ portfolio.mkt_value_no_cash + portfolio.cash_value_dividends | number : 2 ]] | [[portfolio.gain | number : 2]] | [[portfolio.gainp | number : 2]]% |