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A generic tag to understand the calculations in a specific case. Please give out a sample illustration and ask a specific question. Ideally should also be accompanied by specific subject tags like "credit-cards", "savings-account", "index-funds" etc.
2
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How to calculate the return over a period from daily returns?
If I have daily returns of my portfolio over a period (let's say January to December), how do I calculate the total return over the period or per month?
What I did now is the following:
Calculate t …
0
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1
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Unrealized Profit & Loss for Non-Stock Securities
I have several records of various transaction types (buy, long, short, cover...) on various asset types (stocks, bonds, options, futures...).
I am looking for a way to calculate the unrealized P&L on …