Understanding the Portfolio Dashboard

  [TOC]

On iOS
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Your [Portfolio Dashboard](/using_stockfuse/trading/viewing_my_portfolios/) is divided into two sections. The top section provides an overview of your account and includes the following statistics:

* ** Net liquidation value** reflects your current account value – if you were to close (i.e., liquidate) every position in your portfolio at the current market price, thus converting every holding into cash, this is the amount you’d have.
* **Buying power** is the maximum amount you can currently spend on buying stocks. For example, if your buying power is $5000, then you can purchase up to $5000 worth of stocks.
* **Cash** is your current cash balance. Cash balance can be _negative_ if you are employing leverage in your account. More on this shortly.
* **P&L today** is your profits and losses on the day.
* **Leverage** is defined as the ratio of your total stock values and your account value. If you start with $100 of cash and purchase $150 worth of stocks, then your cash balance becomes \\( -\$50 \\). Your account value is still \\(-50 + 150 = 100\\) and your leverage is \\( 150 / 100 = 1.5 \\).

For a more comprehensive discussion of these statistics and margin trading in general, refer to [Understanding Stock Margin Account](/education/understanding_stock_margin_account/).

The bottom section of the screen includes all your open positions. For each position, the following statistics are reported:

- **Shares**: The number of shares you are currently holding. [Short positions](/glossary/short_selling) are reported with negative numbers.
- **Entry**: The average entry cost of your position.
- **Last**: The latest market price of your position.
- **Value**: The market value of your position, calculated as \\(\text{share number} \times \text{last price} \\).
- **Unrealized P&L**: Unrealized profits and losses on this position. Unrealized P&Ls become "realized" once you close the position.

On the Web
==================

Your [Portfolio Dashboard](/using_stockfuse/trading/viewing_my_portfolios/) contains two tables. The first table provides an overview of your account and includes the following statistics:

* ** Net liquidation value** reflects your current account value – if you were to close (i.e., liquidate) every position in your portfolio at the current market price, thus converting every holding into cash, this is the amount you’d have.
* **Cash** is your current cash balance. Cash balance can be _negative_ if you are employing leverage in your account. More on this shortly.
* **Buying power** is the maximum amount you can currently spend on buying stocks. For example, if your buying power is $5000, then you can purchase up to $5000 worth of stocks.
* **Leverage** is defined as the ratio of your total stock values and your account value. If you start with $100 of cash and purchase $150 worth of stocks, then your cash balance becomes \\( -\$50 \\). Your account value is still \\(-50 + 150 = 100\\) and your leverage is \\( 150 / 100 = 1.5 \\).
* **P&L today** is your profits and losses on the day.

For a more comprehensive discussion of these statistics and margin trading in general, refer to [Understanding Stock Margin Account](/education/understanding_stock_margin_account/).

The bottom table of the page includes all your current positions. For each position, the following statistics are reported:

- **1D P&L**: Today's profits and losses of a position.
- **Position**: The number of shares you are currently holding. [Short positions](/glossary/short_selling) are reported with negative numbers.
- **Average Cost**: The average entry cost of your position.
- **Last Price**: The latest market price of your position.
- **1D Chg (%)**: The latest 1-day percentage change in the stock's price.
- **Market Value**: The market value of your position, calculated as \\(\text{share number} \times \text{last price} \\).
- **Realized and Unrealized P&L**: The realized and unrealized profits and losses on this position. If you originally purchased 100 shares of stock A and then sold 20 shares. The profits and losses on these 20 shares are called the "realized P&L," while the profits and losses on the remaining 80 shares are the "unrealized P&L."