Available Portfolio Columns
Contents
Description |
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|---|---|---|
Symbol |
Fundamentals |
Symbol of the security |
Last Price |
Price Info |
Last traded price |
Change |
Price Info |
Change from previous close |
Bid |
Price Info |
Current best bid |
Ask |
Price Info |
Current best ask |
Bid Size |
Price Info |
Current order size on best bid |
Ask Size |
Price Info |
Current order size on best ask |
Low |
Price Info |
Low price for the day |
High |
Price Info |
High price for the day |
Volume |
Price Info |
Total volume traded for the day |
24h Volume |
Price Info |
Usually for crypto - rolling 24 hour volume |
Tick |
Price Info |
Last tick (price movement) - up or down |
Quantity |
Portfolio Info |
Quantity in the portfolio, if any |
Value |
Portfolio Info |
Total value for the symbol in the portfolio |
Total Cost |
Portfolio Info |
Total cost - value at the time position was initiated |
Paid |
Portfolio Info |
Price at the time position was initiated |
Div/Paid |
Portfolio Info |
The dividend yield for the original price for the position |
Purchase Date |
Portfolio Info |
Date the position was initiated |
Last Volume |
Price Info |
The volume of last trade |
# Trades |
Price Info |
Total number of trades for the day |
Average Trade |
Price Info |
Value of the day's average trade |
Quote Time |
Price Info |
Time of last quote |
Quote Date |
Price Info |
Date of last quote |
Previous Close |
Price Info |
Previous session's close price |
Open |
Price Info |
Current session's open price |
Midpoint |
Price Info |
Mid point between bid and ask (useful for options) |
Average Volume |
Fundamentals |
Average volume for the last 30 days (not available from all sources) |
52 Week Low |
Fundamentals |
Lowest price in last 52 weeks |
52 Week High |
Fundamentals |
Highest price in last 52 weeks |
Earnings |
Fundamentals |
Earnings per share for latest quarter |
PE (Price/Earnings Ratio) |
Fundamentals |
Price/Earnings ratio |
Market Cap |
Fundamentals |
Market Cap |
Shares Outstanding |
Fundamentals |
Total number of shares |
Ex-Dividend Date |
Fundamentals |
Date on which you need to have owned the shares to receive the last dividend |
Dividend |
Fundamentals |
Dividend for last year |
Yield |
Fundamentals |
Last year's dividend yield |
Spread |
Price Info |
Current price spread (difference between Bid and Ask) |
Day Range |
Price Info |
Current session's range (difference between High and Low) |
Name |
Fundamentals |
Full description for the symbol |
Volume % |
Price Info |
Current session's volume as percentage of Average Volume for the last 30 days |
Note |
Portfolio Info |
Note that was entered by the user for the symbol in the portfolio |
% Port |
Portfolio Info |
This holding's value as a percentage of the total value of the portfolio |
Exchange |
Fundamentals |
The exchange on which the security is trading |
Change $ |
Portfolio Info |
Total change in portfolio value for the holding from previous session's close |
Change % |
Price Info |
% change for the holding from previous session's close |
Gain $ |
Portfolio Info |
Total gain in portfolio value for the holding from purchase |
Gain % |
Portfolio Info |
% gain in portfolio value for the holding from purchase |
Open Interest |
Option Info |
Current open interest for the option |
Day Range % |
Price Info |
Current session's range as % of the price |
Change from High % |
Price Info |
Price distance from current session's High as % of the price |
Change from Low % |
Price Info |
Price distance from current session's Low as % of the price |
52 Week Range |
Fundamentals |
Difference between 52 Week High and 52 Week Low |
52 Week Range % |
Fundamentals |
Difference between 52 Week High and 52 Week Low as % of the price |
UPC |
Fundamentals |
Uniform Practice Code number for the symbol |
Previous Volume |
Price Info |
Previous session's volume |
Gap |
Price Info |
Difference between previous session's close and current session's open |
Gap % |
Price Info |
Difference between previous session's close and current session's open as % of the price |
Turnover |
Price Info |
Current session's turnover (Volume * Average Price) |
Turnover % |
Price Info |
Current session's Volume as % of Shares Outstanding |
Change from Open |
Price Info |
Change for the holding from current session's Open |
Change from Open % |
Price Info |
% change for the holding from current session's Open |
Open to Low |
Price Info |
Difference between current session's Low and Open |
Open to High |
Price Info |
Difference between current session's High and Open |
Spread % |
Price Info |
Current session's Spread as % of the price |
Row # |
- |
Row # in the portfolio |
Volatility |
Fundamentals |
Security's volatility |
Strike Price |
Option Info |
Option's strike price |
Expiration Date |
Option Info |
Option's expiration date |
Days to Expiration |
Option Info |
# of days left until expiration date |
Time Value |
Option Info |
Option's time value - difference between option price and its strike price |
Delta |
Option Info |
Option's Delta |
Gamma |
Option Info |
Option's Gamma |
Theta |
Option Info |
Option's Theta |
Vega |
Option Info |
Option's Vega |
Rho |
Option Info |
Option's Rho |
In/Out of Money |
Option Info |
How much in- or out-of-money the option's strike price is |
Pressure |
Special |
Direction of the last 30 trades. See Special Columns |
Chart |
Special |
Inline chart for the symbol. See Special Columns |
Quote Trend |
Special |
Bid/ask change direction of the latest quotes. See Special Columns |
Separator |
Special |
A gray separator column |