How to track your positions/portfolios?
How to track your positions/portfolios?
By BayoFrom free introductory classes to advanced trading strategies, we aim to help you increase your knowledge and trade smarter. Let's make investing easier and not alone.
-Moomoo News Team
从免费入门课程到高级交易策略，我们的目标是帮助您增长知识和更聪明地交易。让我们让投资变得更容易，而不是孤军奋战。
--Moomoo新闻团队
Beginner investors always feel confused about stock terms. In this article, we will introduce the basic knowledge of how to follow up the performance of your positions or portfolios...
新手投资者总是对股票术语感到困惑。在这篇文章中，我们将介绍如何跟踪你的头寸或投资组合的表现的基本知识。
Examples
实例
1. MV/QTY
1.MV/数量
Market Value: the market value of the stock you hold, calculating by the quantity you hold times the market price.
市场价值：你持有的股票的市值，计算方法是你持有的数量乘以市场价格。
Quantity: quantity of holding shares.
数量：持股数量。
2. Price/Cost
2.价格/成本
Price: the market price of the stock.
价格：股票的市场价格。
Cost: also called Diluted cost, Cost price = (total amount bought during the holding period - total amount sold during the holding period) / quantity of holding shares
成本：也称为稀释成本，成本价=(持股期买入总额-持股期卖出总额)/持股数量
3.P/L Ratio
3.P/L比
P/L ratio = (market price - diluted cost) / diluted cost, the value of the P/L ratio is changing since your positions are still open.
损益比=(市场价-摊薄成本)/摊薄成本，损益比的值在变化，因为你的头寸还在空着。
4.Floating profit and loss
4.浮动损益
Also called unrealized profit and loss, floating profit and loss = (market price-diluted cost) × quantity of holding shares.
也称为未实现损益， 浮动损益=(市价-摊薄成本)×持股数量。
Once the positions have been closed, the floating profit and loss would change into realized profit and loss.
一旦平仓，浮动损益将变为已实现损益。
By Bayo
作者：巴约