Hi
I am new to Stockopedia and can't find anywhere where it shows me the profitability of any set of shares in detail.
E.g. I bought x at 20.00 and sold at 25.00
Where can I find a report showing me this.
Thanks
Len
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Hi
I am new to Stockopedia and can't find anywhere where it shows me the profitability of any set of shares in detail.
E.g. I bought x at 20.00 and sold at 25.00
Where can I find a report showing me this.
Thanks
Len
Hi Len.
If you’re new to Stocko worth spending some time going through the “Learn” section of the menu. Not exactly sure what you’re looking for but if you want to monitor P&L on one or a series of stocks it sounds as though you might want to set up a portfolio under the “folios”section. If you then input the stocks you want to monitor as buy “transactions”, either in real life cash trades or simply with a notional value of say £1,000 per trade you can then view or create reports showing p&l in £’s and %’s over time for both the individual stocks and the portfolio as a whole. You an exit positions by selling them (with a p&l accrual) or delete the original buy trade which removes it completely.
You can add the 'Realised Gains' field to your table (as I have added to my table in the image below), which will help provide this information.
If you need help with customising tables, please take a look here:
https://www.stockopedia.com/le...
Thanks for this.
I missed the fact that the list on the left held so many fields and didn't spot the realised gains.