How does CITIC Securities calculate total profit and loss? How does CITIC Securities calculate total profit and loss?

Time: 2021-12-04Source: InternetAuthor: GiuliaQ

The official version of CITIC Securities is a new generation of online trading system provided by CITIC Securities for investors. How does CITIC Securities calculate the total profit and loss? The following is the editor's introduction to the method of CITIC Securities to calculate the total profit and loss. Friends who are in need, please take a look below. I hope it can help everyone!

​ 1. Export the historical statement to EXCEL. For a certain stock, if it is bought, the amount incurred will be negative, and if sold, it will be positive. By adding up all the amounts incurred, you can get the total profit and loss of a certain stock during this period.

​​ 2. Check the bank's bank-securities transfer records, subtract the total amount of funds transferred out from the total amount of funds transferred in, and then compare it with the current market value of the securities account to get the profit and loss.

​​ 3. Contact the securities company where you opened the account, check the incoming and outgoing funds through netting at the counter, and then compare it with the total assets of the account, and you can also calculate the profit and loss.

Software introduction

CITIC Securities is powerful, convenient and fast. The trading part of the software integrates and supports all current trading functions of ordinary stocks, supports national stock transfer, margin trading, Shanghai-Hong Kong Stock Connect, Shenzhen-Hong Kong Stock Connect, stock options and other trading functions. Customers can conveniently and quickly conduct various types of transactions and inquiries on the same interface. The market part integrates support for ordinary A and B stocks and delayed Hong Kong stocks; it supports stock index futures and commodity futures markets.

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The above is how CITIC Securities looks at the total profit and loss. I hope it can help all of you.

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