Skip to main content
All CollectionsInvestment
How is the value of my portfolio calculated?
How is the value of my portfolio calculated?

The performance of your portfolio is updated every 10 minutes

Laura avatar
Written by Laura
Updated over a week ago

From the Home screen you can view the value of your portfolio and other interesting data about your Heytrade account:

  • The "Portfolio Value" is the sum of all assets you currently own valued at their latest available price. Just below it, you will see the sum of all current gains or losses on your positions. It reflects the profit or loss that could be obtained if all positions were closed at that time. Profits or losses are not realized until the positions are closed.

  • "Today" represents the sum of all the variations of your assets on the current day. It includes gains and losses.

  • "Position Summary" shows a breakdown of all the positions in your portfolio. Here you can see the value of your assets, classified by product type, at their latest available price.

In addition, you can see the breakdown of each security in your portfolio: number of shares purchased, current share value, average purchase price and absolute and percentage change of that share since you bought it.

The performance of your portfolio is updated every 10 minutes and all calculations are made in euros. Securities denominated in other currencies are converted into euros at the current exchange rate. Due to currency market fluctuations, the amounts shown may change even when the market is closed. Calculations include taxes and commissions applicable to your investments.

We hope you have found this information useful. If you have any questions, please write us through our chat or send us an email to support@heytrade.com. It will be our pleasure to help you! 😊

Did this answer your question?