4.1. The Summary Bar
Above the positions table, a single bar sums up the whole portfolio. Figure 4-1 shows it for our example.
Capital₹50.00 L ✎
Deployed₹39.49 L 79.0%
Current₹51.32 L 102.6%
Positions24
Sell
Trim
Add
Total▲ ₹11.83 L (29.96%)
Reading from the left:
- Capital is the amount you set aside for this portfolio. You set it yourself: click the figure, type an amount and press Enter. Our example has ₹50 lakh.
- Deployed is the total amount invested in the open positions: ₹39.49 lakh for our example. Beside it is the share of your capital that amount makes up: 79.0%.
- Current is the market value of the open positions, with its share of your capital: ₹51.32 lakh, or 102.6%. It appears once a capital amount is set.
- Positions is the number of open positions: 24.
- Sell, Trim and Add count the positions where your own rules call for that action today. Each shows a count only when there is one, and clicking it narrows the table to those positions. Our example has no rules yet, so all three are quiet. We come to rules in Chapter 10.
- Total is the unrealised profit or loss across the open positions, in rupees and as a percentage of the amount deployed: a gain of ₹11.83 lakh, or 29.96%.
One more figure appears when Tradestory has what it needs:
- Today is the day's change across the open positions, worked out from each stock's previous close. It appears when Tradestory has both today's price and the previous close.
Amounts of a lakh or more show in lakhs (L) and crores (Cr).
When you filter the table, as we do in section 4.3, Deployed, Current, Today and Total follow the filter. They then add up only the positions on screen, and each is marked Filtered, so you always know which you are looking at.
Next, let's read the table beneath the bar.