How to Calculate Portfolio Value

How to Calculate Portfolio Value

Step 1

Determine the current value of each stock in your portfolio. Let's say you own a portfolio with two stocks: Stock A is priced at $10 a share, Stock B at $12 per share.

Step 2

Determine the number of shares of each stock you own. Let's say you own 1,000 shares of Stock A and 100 shares of Stock B.

Step 3

Multiply the current price by the number of shares owned to find the current market value of each stock in your portfolio. Stock A has a market value of $10,000 (1,000 $10) and Stock B has a market value of $1,200 ($12 100).

Step 4

Sum both amounts for the total market value. The amount is $10,000 + $1,200 = $11,200. This is the total value of your portfolio.