Stock market portfolio report

The Period Returns section displays the performance of your portfolio and the benchmark portfolio over the selected time period.

Market Portfolio

Balances are computed for the first and last days of the report period, as well as for every day there was a cash flow. Ending Market Value - The market value of the portfolio at the close on the ending date. For invested-capital portfolios i.

Investment Portfolio Reports

The Net Change value of the imaginary benchmark portfolio is the difference between its starting value and the ending value. If the benchmark symbol pays dividends, they are re-invested and contribute to the balances used in the performance calculation.

The values are from the close of trade on the starting date through the close of trade on the ending date. These cash flows increase or decrease the value of the benchmark portfolio and thus the amount invested in the benchmark symbol.

Starting Market Value - The market value of the portfolio at the close on the starting date. These values are calculated by using the transactions recorded in the Transactions report to re-build the portfolio on the corresponding date similar to the way the Back-In-Time report is produced.

It includes totals for cash deposits and withdrawals, interest received and paid, and fees. The Annualized Time-Weighted rate of return, or TWRR Ann value, represents the annualized performance of your portfolio and benchmark over the selected time period.

Time weighted returns are the standard returns reported by the investment industry. This value is influenced by the performance of your investments as well as any cash flows in or out that occurred in the portfolio during the selected time period. These sections display the totals of various transaction types and activity over the selected time period.

Time weighted returns are not affected by cash flows i. Net Change - The difference between the starting market value and the ending market value. The starting value of the imaginary benchmark portfolio is the same as the starting value of the actual portfolio on the given date.

The ending value is based on the performance of the benchmark symbol over the given time frame. It includes totals for dividends cash and re-investedcapital gain distributions cash and re-invested and Return of Capital. The market value of the portfolio at the close on the selected dates is displayed for the starting and ending portfolio values.In-depth market analysis, real-time stock market data, research and earnings from Stock Reports.

TheStreet Ratings is a leading provider of stock reports and in-depth market analysis reporting. We provide our members with the latest in mutual fund report overviews, up-to-the.

Even if they were to invest the entire $, nest egg in stocks, and even if we were to see the worst stock market crash in history, Jean and Raymond would likely still be okay.

The couple certainly doesn’t need to take the risk of putting their money in stocks because they don’t need to see their portfolio grow in order to accomplish. The Summary Report. The Summary report gives you an overview of your portfolio's activity and performance over a specific time period.

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Its performance charts show you the historical market value of your portfolio as well as its performance. The Nasdaq Stock Market website features stock market news, stock information & qoute updates, data analysis reports, as well as a general overview of the market.

Most stock quote data provided by BATS. Market indices are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET.

Stock market portfolio report
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