Inner Circle : Tag allocation by buy price
Formula: (Tag total buy price / Portfolio total buy price) * 100
Outer Circle : Tag allocation by current price
Formula: (Tag total current price / Portfolio total current price) * 100
| Name | Buy | Current | ||
|---|---|---|---|---|
| % | Total Price | % | Total Price | |
stock etf | 42.31 % | 8,132.5944 | 45.38 % | 10,816.2700 |
bond | 12.59 % | 2,420.3600 | 9.98 % | 2,378.5200 |
stock | 45.09 % | 8,667.2707 | 44.65 % | 10,642.6800 |