Skip to main content

Portfolio Holdings

KPI - Portfolio Holdings

Overview​

The Portfolio Holdings Widget provides a view of the current market value and the original cost of your investments. This widget helps you track the performance of your portfolio by showing the combined value of your stocks, funds, and other assets.

Data Displayed​

  1. Current Market Value This figure represents the combined value of your stocks, funds, and any other assets in your portfolio, valued at the closing prices from the end of the previous day.
  2. Cost Value This is the amount you initially invested in your holdings, providing a baseline to compare against the current market value.

Settings​

  1. Accessing Settings:

    • Click on the settings icon to open the settings menu.

  2. Type of Holdings:

    • Dropdown Menu: Select the type of holdings you wish to view from the dropdown menu. Options include:
      • All Holdings
      • All Stocks
      • Dividend Stocks
      • Non Dividend Stocks
      • ETF
      • Funds

  3. Display Value at Cost:

    • Toggle Switch: Enable or disable the display of the cost value.
    • Explanation: Turning on this toggle will show the original cost of your holdings alongside the current market value for easy comparison.

  4. Saving Changes:

    • After making your selections, click "Save" to apply your changes.
    • Buttons:
      • Default: Resets the settings to default values.
      • Cancel: Discards any changes made.
      • Save: Applies and saves the changes.