Guide, Share Ownership Table
My Portfolio > Dashboard > Share Ownership Panels
The quantity of shares specified in each table signifies either a single share type or a combination of multiple share types, as determined by the share configuration of your company. In instances where a company has both Ordinary and Preferential share types, these are consolidated as a singular entity. To obtain a more comprehensive breakdown for each share type, opt for the 'Expand' table view.
It is noteworthy that exporting the data in either view via excel will include the visible data for that specific view i.e. in expanded view you can reduce the number of visible columns by hovering over the company names, if you have multiple, and selecting the 'Hamburger' icon to reveal column options..
Ownership in the company
| My number of shares in the company. | How many shares that you personally own in the company either directly or in-directly i.e. your portion via another company represented as a whole number. |
| Total number of shares in the company. | How many shares the company invested in has in total represented as a whole number. |
| My shares % of the total number of shares in the company. | How many shares that you personally own in the company either directly or in-directly i.e. your portion via another company represented as a percentage. |
Votes in the company
| My number of votes in the company. | Your personal votes in the company that you invest in represented as a whole number. |
| Total number of shares votes in the company. | The total number of votes in the company that you invest in represented as a whole number. |
| My votes % of the total number of shares in the company. | Your personal votes in the company that you invest in represented as a percentage. |
The value of my shares
| My invested amount. | The total amount you have paid for the shares that you currently own, not accounting for any sold and/or profit - ( represented as currency ). |
| Total value of my shares. | Total value of all shares currently owned based on the company's current share price represented as currency. |
| Value development of my shares. | Calculation is based on the difference between the price at which you bought the shares and the present market value of the company's shares represented as currency. |
| Value development %. | Calculation based on the difference between your purchase price and company's current share price represented as a percentage. |
My average price per share
| Average paid per share. | Calculation based on the number of shares that you currently own devided by your invested amount i.e the total amount you have paid for the shares that you currently own, not accounting for any sold and/or profit along the way represented as currency. |
Total company value
| Total company value. | The total number of share that the company has multiplied by the current share price represented as currency. |
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