Portfolio Simulation Help

This option is a simple tool to calculate and update the portfolios a user has introduced into the system. A maximum of 10 portfolios can be created. Each portfolio has no limit in the number of stocks to contain.

This tool uses your browser local storage system for saving your data. Because of this, users must use the same machine and browser combination to keep and retrieve this information.

Benefits of this way of functioning:

• To access to your portfolio without re-entering your data.

• Logging is not neccesary.

To manage your portfolios:

• Insert a name to identify the portfolio.

• Click on  

• "Your portfolio" will appear on the screen with the given name.

• Fill in the following fields:

  1. Stock: Click on [select stock].
     There will appear a window containing the different stocks that belongs to Latibex.
     Select a stock clicking on its name.

  2. Date (free format): Insert the Purchase Date. This data is merely for your own use.

  3. Shares: Insert the number of shares.

  4. (Purchase) Price: Insert the price in euros.

• Click on   The following data will be presented automatically:

  Latest Price Latest price of the stock in the market. This Price is delayed 15 minutes. Current Stock Value Number of shares x Latest Price Price Change (Latest Price - Purchase Price) x Number of shares. % Performance (Latest Price - Purchase Price) / Purchase Price. Expressed in %. Date/Time Date and time of the Latest Price. Total Porfolio value Total sum the Current Stock Value and Price Change of different stocks from the portfolio. % Performance is the average rate of return.de la cartera.