How to Read an Investment Portfolio Report
The Allocation Report
The Allocation Study shows how well your portfolio is diversified.
Viewing how your investments are allocated helps you sympathize how much chance you've taken on and see where adjustment need to be made.
Pie charts make information technology easy to visualise your allocation percentages. You too accept access to the raw percentages so yous tin can judge small-scale differences hands.
View allocations based on your private holdings, or based on any categories you've created in the portfolio.
But don't terminate at just your private portfolios. Make sure all your investments residue out, even across portfolios, past using the Allocation study within a Portfolio Group.
The Allotment Written report - StockMarketEye User'southward Guide
The Summary Report
The Summary report gives you lot an overview of your portfolio's activity and performance over a specific time menses.
Its functioning charts show you the historical market value of your portfolio as well as its performance.
Other sections of the report summarize greenbacks flows, distributions and purchases/sells.
You too have a view of how your portfolio looked at the beginning and cease of the selected time flow.
The Summary report is calculated using all of the transactions that occurred during the selected fourth dimension period, so y'all get the full flick of your portfolio's action and functioning.
Many useful, predefined time periods are bachelor, or you can set a custom appointment range for the study.
Learn more well-nigh the Summary study in our User'south Guide:
The Summary Written report - StockMarketEye User's Guide
The Transactions Report
The Transactions report shows you the history of the action that occurred in your account.
Transactions are the basis of your portfolio - both past and present.
StockMarketEye uses the transactions in the other reports and in the Prices view in club to summate values such as gain/loss, full return, TWRR/IRR and much more.
Because the transactions are used throughout StockMarketEye, it is important to keep them every bit accurate and up-to-engagement as possible.
Y'all can edit whatever of the transactions - either via the dialog-based editing or straight in the report like a spreadsheet.
The Transactions report allows you to filter the transactions past appointment range, symbol, or transaction type - You'll be able to focus on the ones that are of import to yous.
Learn more about the Transactions study in our User's Guide:
The Transactions Report - StockMarketEye User's Guide
The Proceeds/Loss Study
The Proceeds/Loss report shows you lot the gains and losses y'all have on your purchases.
Each buy is matched with its corresponding sell transaction, and the gain or loss displayed.
Y'all can also see how many days yous held the stock, plus all of the information about the opening/endmost transactions.
The filters of the Gain/Loss study permit yous to view merely a particular stock, merely gains/losses from a specific time menstruum, or to include your current, open positions in the report.
You tin can acquire more about the Proceeds/Loss report in our User's Guide:
The Proceeds/Loss Report - StockMarketEye User's Guide
The Total Return Study
Similar to the Proceeds/Loss report, the Total Return written report shows you the gains/losses and distributions paid.
For each property period of a security, the total return for that menses is calcualted.
The upper-case letter appreciation/loss and distribution payments are also displayed separately for more nuanced assay.
The filters of the Total Return report permit you to view only a particular stock and for which specific fourth dimension period the returns should be calculated.
You can acquire more about the Total Return report in our User'south Guide:
The Total Return Report - StockMarketEye User'southward Guide
The Back-in-Time Report
The unique Back-in-Fourth dimension study allows you to view what your portfolio looked like on a specific mean solar day in the past.
In this study, StockMarketEye builds your portfolio from the transactions, stopping on the selected day. The portfolio then shows what holdings you had on the selected day.
Additionally, the stock quotes for the selected solar day are looked up and applied to the portfolio and then you can see exactly what the prices were as well every bit gains/losses.
Selecting a new twenty-four hour period is easy. The Gain/Loss report allows you to jump frontwards/backward by 1 day, 1 week or i calendar month. You tin besides use the agenda to selection the specific day yous're interested in.
You tin learn more about the Back-in-Time study in our User'due south Guide:
The Back-in-time Report - StockMarketEye User's Guide
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Source: https://www.stockmarketeye.com/portfolio-reports
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