Overview
Main Menu Name: Portfolio
Lists stocks, bonds, or other financial assets by shares or amount, purchase price, current price, dividend, annual income, current yield, total cost, total value, profit or loss, percentage of total, and purchase date. The program totals the amount invested for all the items entered and it calculates the overall profit or loss. It also calculates yield as a percentage of the total portfolio.
In this article:
Background
Portfolio analysis seeks to match investment objectives and risk-taking propensity with securities owned. An efficient portfolio provides a mix of securities that affords the highest possible total return (income and growth) consistent with these two key factors and after consideration of the impact of taxes and inflation.
For the astute investor, selection and purchase of appropriate securities is only a beginning step. Implementation and monitoring of the investment policy depends to a great degree on the ability to summarize and update key facts. This template enables you to record and update much of the information essential to personal investment management.
Why should I use this calculator?
- Monitor the performance of individual securities.
- Track the performance of an entire portfolio.
- Calculate current gains and losses by updating the closing price of each issue.
- Determine the total value of each issue and compare it with the total cost paid for that issue.
- Compare current yields from the portfolio with yields in the marketplace.
- Evaluate the need for more concentration or more diversification in the portfolio.
- Review the securities in terms of long-term or short-term gains or losses.
Getting Started
Portfolio analysis seeks to match investment objectives and risk-taking propensity with securities owned. An efficient portfolio provides a mix of securities that affords the highest possible total return (income and growth) consistent with these two key factors and after consideration of the impact of taxes and inflation.
For the astute investor, selection and purchase of appropriate securities is only a beginning step. Implementation and monitoring of the investment policy depends to a great degree on the ability to summarize and update key facts. This template enables you to record and update much of the information essential to personal investment management.
Entering Data
- Name: Enter the name of the client.
- Date of Portfolio Summary: Enter the date of the portfolio (mm/yyyy).
- List of Securities: Click New to add a new security to the list. Click Edit to make changes to an existing security. Click Delete to remove a security from the list.
Results
The program will create a portfolio listing the name of each security, the amount owned, its purchase price, close price, dividend or other annual income. It also calculates the total investment, total profit (or loss), total income, and total yield.
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