What is Portfolio?
A portfolio is an appropriate mix or collection of investments held by an institution or an individual.Holding a portfolio is a part of an investment and risk-limiting strategy called diversification. By owning several assets, certain types of risk (in particular specific risk) can be reduced.
What is Portfolio Management?
Portfolio management involves deciding what assets to include in the portfolio, given the goals of the portfolio owner and changing economic conditions. Selection involves deciding what assets to purchase, how many to purchase, when to purchase them, and what assets to divest. These decisions always involve some sort of performance measurement, most typically expected return on the portfolio, and the risk associated with this return (i.e. the standard deviation of the return). Typically the expected return from portfolios of different asset bundles are compared. The unique goals and circumstances of the investor must also be considered. Some investors are more risk averse than others.
Portfolio Management in Profita
You can mamnage your own portfolio in Profita. You can create new portfolio, modify and delete your portfolio. The portfolio management process are show below with figure:
At first you should click on portfolio setting under Portfolio menu, see picture-1 as below:
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| Picture-1 |
The following screen will come. Type your name and enter broker house commission (it is varies from broker house to house, some house take 0.40%, someone 50% and some 60%) and click on add button as shows below in picture-2:
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| Picture-2 |
Following screen will come and click on exit button to close this screes, as picture-3:
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| Picture-3 |
Click on Portfolio Entry under Portfolio menu or press F3 from the keyboard (picture-4).
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| Picture-4 |
Portfolio entry form will come. Here you have to put date, Select Buy/Sale from category, Select items from Script, Type Quantity (how many share you buy or sell) and enter you buy/sell price. Be remember select on Calculate brokerage (it will add your buy-sale commission according to your portfolio setting). see picture-5
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| Picture-5 |
You can add many buy sale item folow the above system. The Click on Process button. When you have click on process button then your entry will update in profita's protfolio database (see the picture-6).
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| Picture-6 |
You can add many buy sale item folow the above system. The Click on Process button. When you have click on process button (see picture-7)
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| Picture-7 |
Click on Portfolio Viewer under Portfolio menu or press F5 from the keyboard (see picture-8).
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| Picture-8 |
You have to select your portfolio name from "Select Portfolio Account" button (see picture-9).
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| Picture-9 |
After selct your name your portfolio has come (see picture-10)
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| Picture-10 |
In this portfolio has two part, fisrt portion has shown Date (tansaction date), Script, Quantity, Buy/Sale, Rate, Break Even (it is very ipmortant, it shown what is your break even point after adding buy and sale commision), Commision, Total Taka, Profit, Balance, Current quantity.
In the second portion are Script, Quantity, Buy Price, Brek Even Point, Last Price, Current Value, Realized, Unreliazed, Result, Profit (%), Target Price, StopLoss.
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| Picture-11 |
You can find more option here like- Trade Calculator, Print Summery (you can take print of your portfolo summery) and Print Details (you can take details print of yor portfolo).
Details of Trade Calculator:
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| Trade Calculator, Picture-12 |
You can find your profit or loss by using this Trade Calcultor. There is one Mini Calcultor also for normal mathematical function like: +, -, /, * etc.
