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
從免費入門課程到高級交易策略，我們的目標是幫助您增長知識和更聰明地交易。讓我們讓投資變得更容易，而不是孤軍奮戰。
--Moomoo新聞團隊
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...
新手投資者總是對股票術語感到困惑。在這篇文章中，我們將介紹如何跟蹤你的頭寸或投資組合的表現的基本知識。
Examples
實例
1. MV/QTY
1.MV/數量
Market Value: the market value of the stock you hold, calculating by the quantity you hold times the market price.
市場價值：你持有的股票的市值，計算方法是你持有的數量乘以市場價格。
Quantity: quantity of holding shares.
數量：持股數量。
2. Price/Cost
2.價格/成本
Price: the market price of the stock.
價格：股票的市場價格。
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：也稱為稀釋成本，成本價=(持股期買入總額-持股期賣出總額)/持股數量
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.
損益比=(市場價-攤薄成本)/攤薄成本，損益比的值在變化，因為你的頭寸還在空着。
4.Floating profit and loss
4.浮動損益
Also called unrealized profit and loss, floating profit and loss = (market price-diluted cost) × quantity of holding shares.
也稱為未實現損益， 浮動損益=(市價-攤薄成本)×持股數量。
Once the positions have been closed, the floating profit and loss would change into realized profit and loss.
一旦平倉，浮動損益將變為已實現損益。
By Bayo
作者：巴約