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How do I track the performance of my investments?
How do I track the performance of my investments?

Metrics that help you know how your smallcase is doing

Rahul Satish avatar
Written by Rahul Satish
Updated over a week ago

You can track the following metrics for each one of your smallcases from your β€œInvestments”

  • Index Value is an all-inclusive real time value representative of the total returns of your smallcase. It is calculated as ( 100 + ( Total Returns / Money Put In * 100 ))

  • Money Put In is the total amount invested since you started investing

  • Total Returns is the sum of realised & current returns, shows how much profit/loss you have made till date

  • Current Returns are the current profits/losses you will realize if you exit today

  • Realized Returns represents the total profit/loss that you have already booked

  • Current Investment is the sum of investment into each of the stocks

  • Current Value is the amount you will get if you decide to exit today, it is the sum of Current Investment and Current Returns

Read this blog article to know more about your performance metrics how they are affected

πŸ’‘ Pro Tip: The easiest way to track your performance is to look at Index value

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