Learn about the future performance of your portfolio and its risks
Determine the expected average monthly return of the portfolio for the coming years to achieve investment or saving goals
Use the monthly standard deviation rate to find out the risk of monthly volatility of the portfolio return
Study the expected return of the portfolio for a period of 5 to 10 years to know the impact of market volatility on it
Assess your ability to choose the right stocks to invest in your portfolio and how to maximize your profit and reduce your risk
The process of creating a portfolio takes place in two steps: the first step is to fill in basic information such as the name of the portfolio, the broker you work through, the type of currency, and the investment range between medium and long. The second step is to update the portfolio information by adding information about the shares of the companies you own in the portfolio, indicating the number of shares, the average cost price, and the date on which the company’s shares were acquired.
After that, the return calculator is pressed to find out the average return that represents the expected profits and the standard deviation that represents the risks for the portfolio.
After entering the details of the securities in the portfolio, it is possible to go to the “Analysis of my portfolio performance” page and view various measures to measure the performance of the portfolio and learn about its features and other details.
There is several information provided on this page, such as the hypothetical performance of the portfolio over different periods of time, details of the securities in the portfolio and their classification in the market, in addition to seeing the form of price fluctuation during the past ten years for the portfolio to develop a better perception of the risks and advantages of the investment plan.