The portfolio overview screen summarizes the development and composition of your stock portfolio.
12 Months Average Income
As dividend investor you want to monitor the growth of your dividend income.
The 12 month average income graph depicts your aggregated monthly dividend income as vertical bars.
The blue line represents the 12 month trailing average dividend income. It shows the overall dividend income trend for your portfolio.
You can use the horizontal bar above the diagram to select the year of the diagram.
Trailing 12 Months (TTM) stands for the previous 12 months.
The portfolio summary depicts important numbers for your portfolio.
- Buy Value: The aggregated money you initially payed for all shares that you currently hold in your portfolio.
- Market Value: The aggregated market value of all shares that you currently hold in your portfolio.
- Absolute: The difference between the buy value and the market value of your portfolio (see above). If it is positive you have unrealized value gain. It it is negative you have an unrealized loss.
- Percentage: This value sets the absolute value gain in relation to the buy value of your current portfolio.
- Per Year: The current yearly dividend income of your current portfolio.
- YOC: The Yield of Cost of your entire Portfolio (portfolio dividend cashflow in relation to portfolio buy value).
Buy/Sell Volume in USD
As dividend investor you want to invest regularly new money in order to grow your dividend cashflow.
The Buy/Sell Volume diagram visualizes the absolute amount of bought or sold shares in currency.
Green bars visualize the aggregated value of all buy transactions in a certain month. Red bars represent the aggregated value of all sell transactions.
The Portfolio Overview screen offers three different pie charts for analyzing the composition of your current portfolio.
You can use the tabs to switch between the different diagrams.
- Stocks Pie Chart: This pie chart depicts the current composition of your portfolio in terms of the market value of your stock positions.
- Sectors Pie Chart: The sectors pie chart visualizes the composition of your portfolio in terms of sectors.
- Dividends Pie Chart: This diagram shows how much each position in your portfolio contributes to your dividend cashflow.