Portfolio Management

Viewing Your Portfolio

In /businessmarket β†’ "Your Portfolio" tab:

Displays:

  • Business Name

  • Shares Owned

  • Purchase Price (average)

  • Current Price

  • Current Value (shares Γ— current price)

  • Profit/Loss (in $ and %)

Example:

Downtown Diner
100 shares
Bought: $12.00/share ($1,200 total)
Current: $18.50/share ($1,850 total)
Profit: +$650 (54.2% return) 🟒

When to Sell:

Take Profits:

  • 50%+ return = strong profit

  • Business showing decline signs

  • Need cash urgently

Hold:

  • Business still growing

  • Dividends paying well

  • Long-term investment

Cut Losses:

  • Business under audit

  • Owner inactive/banned

  • Price down 30%+ with no recovery

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