How do you track the performance of your investment?

How do you track the performance of your investment?

You can track the following essential metrics to effectively monitor your investment’s performance, particularly smallcase baskets:


  1. Money Put In: This represents the total capital you have invested since the beginning of your investments. It is the foundational figure for overall performance assessment.
  2. Total Returns: This is a comprehensive metric aggregating both realized and unrealized returns. This provides information about total profit or loss to date across all investments.
  3. Current Returns: These include unrealized profits or losses you have locked in by selling your investments. Thus, this is the actual return secured from past investments.
  4. Realized Returns: Unlike Current Returns, this is the actual return you have secured/realized from your past investment decisions.
  5. Current Investments: Your investment’s sum in each stock represents the current market value of the original capital invested in the market.
  6. Current Value: This includes the real-time total value of your investment if you decide to liquidate it today. It is the sum of your current investments and current returns.

For a detailed analysis and easy tracking of these metrics, use 5Paisa. We offer various comprehensive tools to help you stay on top of your investment game.



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