How to Calculate Portfolio Profit and Loss

Understanding P&L Calculations

Calculating portfolio profit and loss accurately is essential for evaluating your investment performance and making informed decisions.

Basic P&L Formula

The fundamental profit/loss calculation is:

• Total Investment = (Unit Price × Quantity) + Commission & Fees
• Current Value = Current Price × Quantity
• Profit/Loss = Current Value - Total Investment
• Return % = (Profit/Loss ÷ Total Investment) × 100

Important Considerations

1. Average Price: If you've made multiple purchases of the same stock, calculate weighted average price
2. Include All Costs: Don't forget broker commission, CDC charges, and other fees
3. Realized vs Unrealized: Track both actual profits from sold positions and paper profits from holdings

Automated Calculations

PSX PORTFOLIOS handles all these complex calculations automatically, showing you real-time profit/loss for each holding and your entire portfolio.