Portfolio Columns

You can setup the columns in the Portfolio’s “Prices” and “Fundamentals” views to show the data that is useful for your investment analysis.

Right-click (ctrl-click for Mac users) any Portfolio column header and select Configure Columns.... You can read more about configuring columns in the section, Configuring Columns.

Portfolio’s “Prices” and “Fundamentals” views support the following columns.

Column Name Column Description
Symbol Stock or Ticker Symbol
Symbol* Stock or Ticker Symbol without the Google Finance exchange prefix.
Name Company name
Date Added Date added to the list
Comment User Comment
Alert An icon depicting whether an alert is set on this item. An empty field means no alert is set. Set alerts and raised alerts have different icons.
Currency The currency of the item.
Ask Asking price
Ask Size Asking price size
Bid Bidding price
Bid Size Bidding price size
Day% Today’s percentage change
Change Today’s point change
Day Hi Today’s high
Day Lo Today’s low
Last Price of the most recent quote
Last Date Date of most recent quote
Last DateTime Date and time of most recent quote
Last Size Size of last trade
Open Price at open
Close Previous closing price
OpenSignal Last trade price minus open price. Used for determining the daily trend of a stock.
OpenSignal % Last trade price minus open price as a percentage of the open price. Used for determining the daily trend of a stock.
Gap Open price minus previous close price. Used for determining the daily trend of a stock.
Gap % Open price minus previous close price as a percentage of the open price. Used for determining the daily trend of a stock.
Volume Today’s volume
Vol Avg 3M Average daily volume of the last 3 months. (YF only)
Vol % Avg 3M Today’s volume as a percentage of the average 3 month daily volume (YF only)
52Wk Lo 52 week low price
52Wk Hi 52 week high price
52Wk % Current price as percentage of 52 week high/low range. 100% means stock is at 52 week high; 0% means stock is at 52 week low.
% < 52Wk Hi The percentage that the stock has fallen since reaching its 52 week high price.
% > 52Wk Lo The percentage that the stock has risen since reaching its 52 week low price.
Price Tgt 1Y 1 year price target (YF only)
50D MovAvg 50 day moving average (YF only)
200D MovAvg 200 day moving average (YF only)
DivPay Date Dividend pay date (YF only)
ExDiv Date Ex-dividend date (YF only)
Dividend Trailing 12 month dividend per share
Yield Trailing 12 month dividend yield
DivPayoutRatio The percentage of earnings paid to shareholders in dividends, using current EPS and trailing 12-month dividends.
FwdDiv Forward 12 month dividend per share, computed from the last known dividend payment.
FwdYield Forward 12 month dividend yield, computed from the last known dividend payment.
FwdPayoutRatio The percentage of earnings paid to shareholders in dividends, using current EPS and the forward 12-month dividends.
Mkt Cap Market capitalization
Float Float: number of shares of a company that are freely bought and sold without restrictions by the public. (YF only)
Shares Outstanding Shares outstanding: number of stocks issued by a company, both public and restricted. (YF only)
Short Ratio Short ratio (YF only)
EPS Earnings per share
EPS Est Cur Yr Current year EPS estimate (YF only)
EPS Est Next Yr Next year EPS estimate (YF only)
EPS Est Next Qtr Next quarter EPS estimate (YF only)
P/E Price to earnings ratio
Fwd PE (Cur Yr) Forward PE current year (YF only)
Fwd PE (Next Yr) Forward PE next year (YF only)
PEG Price to earnings over growth (5 year) ratio (YF only)
PEG (1Yr) Price to earnings over growth (1 year) ratio (YF only)
Book Val Book value
Price/Book Price to book
Sales/Share Sales (i.e. revenue) per share
Price/Sales Price to sales
EBITDA Earnings before interest, taxes, depreciation and amortization
Exchange Stock exchange
1W % Percentage change in share price over the last 1 week
4W % Percentage change in share price over the last 4 weeks
3M % Percentage change in share price over the last 3 months
6M % Percentage change in share price over the last 6 months
9M % Percentage change in share price over the last 9 months
YTD % Percentage change in share price since the beginning of the year
1Y % Percentage change in share price over the last year
2Y % Percentage change in share price over the last 2 years
5Y % Percentage change in share price over the last 5 years
10Y % Percentage change in share price over the last 10 years
Contract High The highest price at which this option contract has traded
Contract Low The lowest price at which this option contract has traded
Exp Date The option’s expiration date
Open Interest Total number of option contracts that have not closed on a particular day
Strike Price The price at which the option contract can be exercised
Current Ratio The stocks current ratio. (GF only)
LT Debt to Assets Long term debt to assets ratio (GF only)
Total Debt to Assets Total debt to assets ratio (GF only)
LT Debt to Equity Long term debt to equity ratio (GF only)
Total Debt to Equity Total debt to equity ratio (GF only)
Return on Avg Equity Return on average equity ratio (GF only)
Return on Avg Assets Return on average assets ratio (GF only)
ROI Return on investment (GF only)
Beta The stocks current beta (GF only)
Net Profit Margin The company’s net profit margin (GF only)
Gross Margin The company’s gross margin (GF only)
EBITD Margin The company’s Earnings Before Interest, Tax and Depreciation margin (GF only)
Operating Margin The company’s operating margin (GF only)
Employees The company’s employee count (GF only)
Revenue The company’s revenue (GF only)
Net Income The company’s net income (GF only)
Sector The general segmemt (sector) of the economy in which this company operates.
Industry The specific segment of the general sector of the economy in which this company operates.
MktCap The market cap type (Mega, Large, Small, Micro, Nano).
:-) A graphical importance setting for this ticker symbol.
Sec Type The security type (stock, bond, etf... or custom value) for this ticker symbol.
Target An editable numerical value representing the target price of the security.
Target % The current Last price as a percentage of the Target price.
Target Dsct The target discount - difference between the Target price and the Last price as a percentage.
Portfolio Name of the portfolio to which this item belongs.
Last Ccy Price of the most recent quote converted to the currency of the portfolio using the current exchange rate.
BuyPrice Price paid per share
Shares Number of shares owned
Shares Simple Number of shares owned, with any fractional shares rounded to the nearest whole share
DayGain Today’s gain or loss
BuyVal Original purchase value (does not include transaction costs)
BuyVal Ccy Original purchase value (does not include transaction costs) converted to the currency of the portfolio using the exchange rate recorded in the purchase transaction.
MktVal Current market value of position
MktVal w/o Cash Current market value of position, not including the cash balance.
MktVal Ccy Current market value of position converted to the currency of the Portfolio
Gain Gain or loss from the cost basis
Gain % Gain or loss percentage from the cost basis
Gain/Share Gain or loss from the cost basis divided by the number of shares.
Chg/Share Change per share from the BuyPrice to the current Last price.
GainYTD Gain or loss from beginning of the year or from date of purchase if purchased since the beginning of the year.
GainYTD Ccy Gain or loss from beginning of the year or from date of purchase if purchased since the beginning of the year, converted to the currency of the Portfolio, including exchange rate changes.
GainYTD % Gain or loss percentage from beginning of the year or from date of purchase if purchased since the beginning of the year.
GainYTD % Ccy Gain or loss percentage from beginning of the year or from date of purchase if purchased since the beginning of the year, including exchange rate changes.
Buy FX Exchange rate between the currency of the item and the currency of the Portfolio on the date of purchase.
FX Exchange rate between the currency of the item and the currency of the Portfolio
FX Inv The inverse of the exchange rate between the currency of the item and the currency of the Portfolio
Gain Ccy Gain or loss from the costs basis converted to the currency of the Portfolio, including exchange rate changes
Gain % Ccy Gain or loss percentage from the cost basis converted to the currency of the Portfolio, including exchange rate changes
DayGain Ccy Today’s gain or loss converted to the currency of the Portfolio
CostBasis Cost basis of this position (either standard cost basis [SCB] or the average cost basis [ACB])
CostBasis Ccy Cost basis of this position (either standard cost basis [SCB] or the average cost basis [ACB]) converted to the currency of the Portfolio using the exchange rate from the purchase transaction
CostBasis/Share The per share cost basis of this position.
SCB SCB of this position (buy val + costs)
SCB Ccy Standard cost basis of this position (buy val + costs) converted to the currency of the Portfolio using the exchange rate from the purchase transaction
SCB/Share The per share cost basis of this position calculated using the standard cost basis.
ACB Average cost basis of this position
ACB Ccy Average cost basis of this position converted to the currency of the Portfolio using the exchange rate from the purchase transaction
ACB/Share The per share cost basis of this position calculated using the average cost basis.
TR The Total Return gain/loss value for this position including transaction costs and distributions
TR Ccy The Total Return gain/loss value for this position including transaction costs and distributions, converted to the currency of the Portfolio, including exchange rate changes.
TR % The Total Return gain/loss percentage for this position including transaction costs and distributions
TR % Ccy The Total Return gain/loss percentage for this position including transaction costs and distributions, converted to the currency of the Portfolio, including exchange rate changes.
Ann. TR % The annualized Total Return gain/loss percentage for this position including transaction costs and distributions
Ann. TR % Ccy The annualized Total Return gain/loss percentage for this position including transaction costs and distributions, converted to the currency of the Portfolio, including exchange rate changes.
TR YTD The Total Return gain/loss value for this position including transaction costs and distributions since the start of the year
TR YTD Ccy The Total Return gain/loss value for this position including transaction costs and distributions, converted to the currency of the Portfolio, including exchange rate changes since the start of the year
TR % YTD The Total Return gain/loss percentage for this position including transaction costs and distributions since the start of the year
TR % YTD Ccy The Total Return gain/loss percentage for this position including transaction costs and distributions, converted to the currency of the Portfolio, including exchange rate changes since the start of the year
CAGR The Compounded Annual Growth Rate (CAGR) that this item has returned since purchase, including transaction costs.
TWRR The compounded annual Time Weighted Rate of Return (TWRR) that this item has returned since purchase.
IRR The Internal Rate of Return (IRR) (also known as the Dollar/Money-Weighted Return) that this item has returned since purchase.
Port.% The percentage of the total portfolio value represented by this item.
Port.% w/o Cash The percentage of the total portfolio value represented by this item, not including the cash balance.
Days Held The number of days the shares have been held
Weekdays Held The number of weekdays the shares have been held. Includes holidays that fall on a weekday.
DivVal The yearly value of the current TTM dividend (Dividend * number of shares)
YTD Income The total value of dividends and capital gains paid by this lot in the year-to-date as recorded in the transactions, including re-invested amounts.
1Y Income The total value of dividends and capital gains paid by this lot in the last 12 months as recorded in the transactions, including re-invested amounts.
Total Income The total value of dividends and capital gains paid by this lot since purchase as recorded in the transactions, including re-invested amounts.
BuyValYield The dividend yield on purchase value of the item, computed as ((Annual Dividend Value/Buy Val)*100).
YOC Yield On Cost for this holding, computed as (Annual Dividend Value / CostBasis) * 100.
Benchmark Symbol The symbol used for benchmark comparisons in this portfolio.
Benchmark Shares The number of shares that would be held if the invested amount was made in a benchmark, and all dividends were re-invested.
Benchmark MktVal The current market value if the invested amount had been made in a benchmark, and all dividends were re-invested.
Benchmark Day Gain The gain in value if yesterday’s closing value of this investment was invested in a benchmark today.
Benchmark Percent Today’s percentage change for the benchmark, a benchmark.
Benchmark TR The total return since purchase, including transaction costs and dividends, if the invested amount had been made in a benchmark and all dividends had been re-invested.
Benchmark TR % The percentage total return since purchase, including transaction costs and dividends, if the invested amount had been made in a benchmark and all dividends had been re-invested.
Benchmark CAGR The Compounded Annual Growth Rate (CAGR) that the invested amount would have returned since purchase, if the investment had been made in a benchmark, including transaction costs/fees, and all dividends paid had been re-invested.
Benchmark IRR The Internal Rate of Return (IRR) (also known as the Dollar/Money-Weighted Return) that the invested amount would have returned since purchase, if the investment had been made in a benchmark, including re-invested dividends.
Benchmark TWRR The compounded annual Time Weighted Rate of Return (TWRR) that the invested amount would have returned since purchase, if the investment has been made in a benchmark, including re-invested dividends.

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