Rails app generated with lewagon/rails-templates, created by the Le Wagon coding bootcamp team.
DEFINITIONS:
portfolio (investor)
Market cap = current stock price * total number of shares outstanding
Shares = number of shares currently owned by investor
market value = shares * current price of the stock
total value of portfolio = market value of all stocks owned
% weight = ( market value / total value of portfolio) * 100
% share change from last period = ( number of shares from current quarter - number of shares from last quarter ) / number of shares from last quarter
trade impact = cannot find definition online
% shares outstanding = (shares / total number of shares outstanding) * 100
3M change % = (( average stock price from current quarter - average stock price from last quarter ) / average stock price from last quarter ) * 100
YTD change % = (( average stock price from current quarter - average stock price from January 1 of the current year ) / average stock price from January 1 of the current year ) * 100
portfolio_trackers (user)
$ change = curent stock price - stock purchase price
% change = (( curent stock price - stock purchase price ) / stock purchase price ) * 100
$ market value = number of shares held * current stock price
% weight = ( market value / total value of portfolio) * 100