How to Calculate Portfolio Value

by Lee Nichols

Brokers send monthly statements to their clients providing them with their portfolio's value. However, if you need to calculate your portfolio's value yourself, you can calculate the value of your stock based on their current value and the number of shares you own. The value of your portfolio changes with each increase or decrease of the stock you own.

Inspect the most recent statement from your broker to determine what stocks you own. Write down the name and stock symbol of each company along with the number of shares. If your broker invested in new stocks in your name since your last statement, look at the confirmation sheet the broker sent to determine the stock name, symbol and number of shares.

Open a market quote website in your web browser. Enter the symbol or stock name into the quote search engine and click "Get quotes." Write down the stock's per share value beside the number of shares you own. Repeat for each stock on your list.

Multiply the stock's value by the number of shares you own to determine its portfolio values. For example, if you own 2,800 shares of Microsoft (MSFT) and it is trading for $27.36 per share at the time of your calculation, its value in your portfolio is $76,608. Write the value beside the stock's price on your list and repeat for each stock.

Add all of your stock values together to determine the value of your portfolio. For example, if you own three different stocks with individual values of $76,608, $54,297 and $108,942, the total value of your portfolio is $239,847. Determine the total value of your portfolio by subtracting any brokerage fees for selling your stock.

Tip

  • You can download a template from Microsoft Office that will assist you with analyzing your portfolio.

Warning

  • Since the value of your portfolio depends on the current market price of your stock, it can change many times in one day.