Portfolio Tracker
The Portfolio Tracker lets you record your actual holdings (or hypothetical portfolios) and monitor their aggregate PG score exposure and performance.
Portfolio Metrics
| Metric | Description |
|---|---|
| Total Value | Sum of all position values (shares x current price) |
| Weighted PG Score | Portfolio-weighted average PG Composite Score |
| Day Change | Total portfolio value change since previous close |
| Allocation Chart | Pie chart showing the percentage breakdown by instrument |
Adding Holdings
Enter the symbol, number of shares, and optionally the cost basis (purchase price per share). The tracker will compute current value, gain/loss, and PG score contribution.
PG Score Contribution
Each holding's PG Score Contribution = (Weight in Portfolio) x (PG Score). This tells you which holdings are driving your portfolio's overall event-driven profile. A large holding with a strongly negative PG score is a risk concentration worth monitoring.