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Search options not deleted user 53379

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 votes
1 answer
36k views

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 …
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  • 133
0 votes
1 answer
234 views

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 …
WJA's user avatar
  • 133