IN PLAIN ENGLISH
A compact card that summarizes a single holding with key portfolio metrics.
WHY IT HELPS
Lets you scan cost, value, gains, dividends, and rating to spot winners and laggards quickly.
HOW IT'S CALCULATED
Shares held are total buys minus total sells. Cost basis uses buy lots minus sold cost basis. Value is shares times current price (converted to portfolio currency). Gain is value minus cost. Dividends are summed across payments. Return ratio is (value - cost + dividends) / cost. SS rating is a weighted score of yield, volatility, cover, and payout.
Educational content only. It is not personal financial advice.