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Portfolio Management

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Category – Portfolio Management

Portfolio management involves the selection and oversight of a collection of investments to achieve specific financial goals. In trading, portfolio management includes deciding on asset allocation, risk tolerance, and investment strategies. Traders and fund managers use both active and passive management styles to maximize returns, minimize risk, and adjust for market conditions. Successful portfolio management requires constant monitoring, rebalancing, and adapting to changing market environments to maintain the desired risk-return profile.

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TOTAL WINS AND LOSSES

Total Wins and Losses represent the total count of profitable and unprofitable transactions or trades, providing an overall measure of trading activity and outcomes.

EXPIRATION TIME

Expiration Time is the time limit for the validity of an element defined by Expiration Variable, such as a stop order, limit order, or alert, after which it is canceled or deactivated.

EXPIRATION VARIABLE

Expiration Variable specifies the context for the expiration time, defining the element (e.g., order, condition, alert) that is canceled or deactivated when the expiration time is reached.

MOVEMENT STATUS

Movement Status tracks the dynamic state of an element specified by Movement Variable (e.g., stop, target, order), indicating whether it is static, adjusting, triggered, expired, or canceled.

MOVEMENT VARIABLE

Movement Variable specifies the element (e.g., stop, target, or order) associated with the movement status, providing context for the dynamic state being tracked.

STATUS

Status indicates whether a transaction, trade, or portfolio is currently active (open) or finalized (closed), providing a clear view of the current state of financial activities.

DAYS BORROWED

Days Borrowed measures the total number of days funds have been borrowed for a specific transaction, trade, or portfolio, reflecting the duration of leveraged activity.

TOTAL SALE PROCEEDS

Total Sale Proceeds represent the combined revenue generated from all sales, including both long and short positions. This metric reflects the gross proceeds from all executed transactions across trades and portfolios.

BROKER FEES

Broker Fees are unpaid charges, such as trading commissions or account fees. These reduce account equity until resolved and must be managed to avoid impacting available funds.

COMMISSION FEES

Commission Fees are charges imposed by the broker for executing trades. These fees are calculated as a fixed amount per transaction or a percentage of the transaction value.

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