4.16How to check your portfolio
1What is it?
Your portfolio (holdings) screen shows every stock you own, your average buying price, current value and profit or loss.
2Why does it exist?
Reviewing it helps you track performance, spot over-concentration and plan decisions.
3Stock market example
Terms: Avg price = average cost per share; Invested = total cost; Current value = shares × LTP; Day’s P&L = change today; Total P&L = unrealised gain/loss.
4Diagram
9:41Portfolio●●●
Invested₹10,000
Current value₹11,200
Total P&L+₹1,200 (+12%)
INFY
5 × ₹1,500 avg
ITC
10 × ₹250 avg
HDFCBANK
2 × ₹1,250 avg
Illustrative screen · prices are made up
5Quick revision
- Holdings show cost, value and P&L.
- Review regularly, not every minute.
- Watch for over-concentration.
6Knowledge check
Q1. What is "average price"?Show answer
Your average cost per share across all purchases.
Q2. Is P&L on holdings realised or unrealised?Show answer
Unrealised, until you sell.
Q3. Why review your portfolio?Show answer
To track performance and balance risk.
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