Holdings

Right below the ROI chart, you'll find the account's Holdings table.

This table is entirely auto-generated. It will appear rowless until you begin entering trades in the Trade Log. A new row will be automatically added for each new asset you trade in one of your accounts. It will then pull live price data from Yahoo Finance and CoinMarketCap in order to give you rich metrics about your account:

Automated Holdings Table

1. Ticker (The asset codes you've entered in the Trade Log)

2. Asset's name. You can click these to be brought to the Asset's page on Yahoo Finance.

3. Current Holdings (number of units currently owned for each asset).

4. Daily % Change in price of the asset.

5. Current Price of the asset.

6. Cost / Unit (The total cost of your current holdings of the asset divided by the number of units currently owned. This is your current cost basis per unit.

7. The price at which you last transacted this asset.

8. Whether your last transaction of this asset was a BUY or a SELL.

9. The current value of your holdings of this asset.

10. The total cost of your current holdings for the asset (similar to 6.)

11. The current $ amount gains or losses on your current holdings of the asset.

12. The current % gains or losses on your current holdings of the asset.

13. Current R on your current holdings for this asset.

14. The $ amount of realized gains or losses for this asset. This is especially relevant for tax purposes.

15. The $ amount of realized gains or losses for this asset calculated in the secondary currency of your choice (if any). These amounts take into account the conversion rate on the day of each of your realized events so as to be as precise as possible. This is especially relevant for tax purposes.

16. The Total $ Cost for this asset: (cost of current holdings plus or minus any realized gains or losses for this asset)

17. The Total $ Gains for this asset: The current unrealized gains or losses plus the realized gains or losses for this asset.

18. The % share of your portfolio this asset represents.

Tip: Clickable asset names. You can now click on an asset' name in your Holdings, Portfolio Breakdown, Watchlists, etc. Doing so will bring you to the asset's page on Yahoo Finance where you can see live advanced charts (line, candles, bars), relevant news, and much more. This works for all supported assets, and respect your selections in special assignations if you have made any.

While crypto price data is continually refreshed throughout the day, stocks prices are usually the most recent "close" price, i.e., the price of the asset at the end of the last trading day. Sadly, this is a current limitation imposed by Yahoo's own API. Hopefully continual live price updates will be forthcoming.