Which holdings are performing worst?
An overview question asks what a portfolio holds and what it is worth: the positions, the total, and how each one weighs against the whole. The figures are the latest price of everything held, with cash counted alongside the securities.
Worked through on a sample portfolio. The figures below are that portfolio’s, not yours.
Here are your worst-performing holdings today, sorted by unrealized return (worst first):
| Asset | Unrealized return (%) | Unrealized gain (€) |
|---|---|---|
| Ethereum | -39,80% | -2.105,46 € |
| Gold | -0,74% | -34,29 € |
| Deutsche Lufthansa AG | +2,60% | +194,00 € |
| Bitcoin | +15,64% | +628,92 € |
| MasterCard Inc. | +16,86% | +1.399,45 € |
What this shows: Ethereum and Gold are the only positions with negative unrealized returns today; the rest listed are small positive contributors to unrealized gains.
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See this for your own portfolio
The assistant answers the same question about your own holdings, with your figures and today’s prices. Import from your broker, or open the demo portfolio and ask it there.