Version 2.8Released on January, 2017
- NewMajor performance/calculation optimization
- NewExport to Excel
Get a quick and easy overview of your portfolio's performance including realized profits + receive alerts when prices drops.
Provides a quick overview of how your stocks have changed in value and how much they have changed in relation to your portfolio. Include realized profits/losses.
Top 10 winner and loser stocks.
See how your entire portfolio or a subset of the portfolio has performed in a selected period.
Follow one or more portfolios and maintain an overview across the portfolio.
Receive alerts via push-notifications and emails. Make use of cross-price and trailing stoploss alerts.
Monitor single stocks or entire portfolio
Register yields, costs, profits and losses so that they are included in the calculated result.
www.thestockportfolio.com gives access to your portfolio and a quick, clear and simple overview of intraday prices.
People usually keep track of a stock in a period after it's been brought. But in time it may be forgotten, and one day you may discover, that it has dropped and could have been sold with profit three months ago
The Stock portfolio app gives an easy overview of how your portfolio performs. Are there stocks that dosen't perform as you expected them to? Or is it time to collect profit on a stock that has raisen? See it in the app or create alerts that will notify you when a price is crossed.
To get full benefit of the app, it's important to use it as intended. In all screens help is available in the upper left corner. Here we'll examine the most important screens.
This is the main screen of the app. It shows how the portfolio has developed in the selected period
A portfolio has a base-currency. Amounts are converted to this currency (by using the avarage currency rate on the date). In the example below, base-currency is USD$
* Realized profit/loss from the portfolio account are only shown if 'Include account' is selected in Setup.
This screen displays information about a stock and if it's owned; in which portfolio + buy price.
When progression in a portfolio is calculated, it is also nessecary to include realized profit and loss. Therefore it has since version 1.3, been possible to register transactions. Actually this version automatically creates transactions when a stock is brought/sold. As the use of transactions is optional, they are only included in calculations if 'Include account' is selected in Setup.
As opposed to a traditional account statement, where it's only possible to see how much has been drawn/deposited on the account, this also contains info whether it's profit/loss (and therefore affects the result) or if it is a deposit or buy (not included in the result).
Gray transactions (square) does not affect the result. It could for instance be 'deposit in' or buy stock.
Red/green transactions (rounded) affects the result. It could be interest, brokers fee or sale of a stocks.
* Profit and loss are only used to calculating portfolio status if 'Include account' is selected in Settings
Questions, comments, and suggestions are always welcome.
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