Portfolio

Stock Portfolio

Stock Portfolio Screen is the place to see your current portfolio of stocks along their performance.

You can reach Stock Portfolio in any one of the following ways.

1. Clicking Shortcut available on the Desktop.

2. Clicking "Portfolio" Button on the Stock Dashboard.

3. By Navigating via, Start -> My Stocks -> Portfolio

Tip: Double click on any of the row to open the Company Quote for the selected company.

Top Menu Bar

Stock Portfolio contains the following Top Menu options,

● Add Transaction - Click to open the Add Transactions Screen. Allows to add Stock Transactions to your Stock Portfolio.

● Nifty - Nifty Rate as per the latest closing along with the change.

● Sensex - Sensex Rate as per the latest closing along with the change.

● My Stocks - Current Value / Net Worth of your Stock Portfolio as per the latest closing price of your Stocks along with the change.

● My Cash - Cash Amount available.

Context Menu

Right Click on the Stock Portfolio Grid to open the following context menu options.

● Add Transaction - Click to open the Add Transactions Screen. Allows to add Stock Transactions to your Stock Portfolio.

● Collapse All - Collapses the detailed stock transactions and shows the information at Company Level.

● Expand All - Expands the Stock Transactions for all the company, shows the detailed information of the Stock Transactions.

Totals

Totals present at the bottom of screen, provides even more insight about your Stock Portfolio. Totals provide the Sum under the following Columns.

● Todays Gain - Shows the Profit / Loss of your Stock Portfolio for Today as per the latest Closing Price.

● Overall Gain - Shows the current Total Profit / Loss of your Stock Portfolio as per the latest Closing Price.

● Invested Value - Total Investment Amount of your Stock Portfolio.

● Latest Value - Current Value / Net Worth of Stock Portfolio as per the latest Closing Price.