SQR Portfolio Manager
SQR Portfolios are a way to club your investments in various securities, so that you can monitor your holdings easily. SQR also supports portfolios where you might not have any investments. These portfolios are generally useful for tracking various indices or securities which you want to monitor but don't have any positions in.
In each portfolio you add securities and your investments on those securities if any. You can club different securities into security categories like Auto, Banking, Real Estate etc...
Once you have populated this data, SQR enables you to get delayed/realtime quotes of various securities in your portfolio. SQR uses this data to calculate and display the following information:
These values are calculated per security, per security category and per portfolio to give you a better picture of your holdings.
Your Least Buy Price (takes into account bonuses, splits, reverse splits)
Percentage change from the last buy price to your least buy price
Cost per Unit
Number of Units Held
Daily Unrealized Gain
Total UnRealized Profit
Total UnRealized Profit Percentage
Average Days Elapsed for holdings
Annualized UnRealized Profit Percentage
Realized Profit Percentage
Average Days Elapsed for Realized Gains
Annualized Relized Profit Percentage
Realized Taxable Short Term Investment (<1 year)
Realized Taxable Short Term Value (<1 year)
Realized Taxable Short Term Gains (<1 year)
Realized Taxable Long Term Investment (>1 year)
Realized Taxable Long Term Value (>1 year)
Realized Taxable Long Term Gains (>1 year)
After getting this information you can sort the above mentioned portfolio fields in ascending or descending order. This helps you to find stocks in which you have had the maximum gains, or the stocks which have moved the maximum today or the stocks which have given you the maximum dividend etc..
In addition to this the results can be seen either in the form of security+category display, or only security display, or only security category wise display.