How to Calculate Customer Portfolio Value

Calculating the value of a portfolio is a quick and easy task with the right information and tools.

Determining the value of a portfolio is a task that many investors and brokers are charged with daily. Usually, brokers will provide customers with a printout listing what the customer is holding in their portfolio, the corresponding values and a total. It is still beneficial to know how to do this by yourself to ensure that your broker's calculations are accurate. Valuing a portfolio is not a difficult task provided you have all of the relevant information.

Instructions

1. Determine what securities a portfolio is holding and the quantity of each. For example, an investor's portfolio may consist of 10 shares of Stock A, 15 shares of Stock B, and 30 shares of Stock C.

2. Find the market value of the securities that the portfolio is holding. This can be done by obtaining a quote for the securities. If Stock A's symbol is DMD, that is what you would look for to find its quote.

3. Multiply the quantity owned of a particular security by the quote you found in Step 2. If you own 10 shares of Stock A, for example, and the quoted price is $20, it would be valued at $200.

4. Repeat the second and third step for each security in the portfolio. After doing this, add the values of each security owned. The total you receive when you are complete will be the value of the portfolio.

   If you own 10 shares of Stock A valued at $20 per share, 15 shares of Stock B at $10 and 30 shares of Stock C at $30, your formula to find the total value of the portfolio would look like this:

   (10 x $20) + (15 x $10) + (30 x $30) = $1,250

Resources

• Google Finance