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Stay on top of your investments by tracking your P/L

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Team moomoo wrote a column · Jun 18 15:31
Stay on top of your investments by tracking your P/L
Hi, mooers!
Do you keep track of your profit or loss (P/L) data on moomoo to guide your investments? Think of P/L as a reliable ally. It shows you the state of your investments during and after your financial ventures.
In this post, we'll cover:
1 | Why tracking P/L records is crucial
2 | Four P/L categories & their strategic value
3 | Exciting P/L sharing events
1. Why tracking P/L records is crucial
Monitoring your P/L records is a cornerstone of successful investing. It can provide you with the necessary insights to navigate the financial markets more confidently.
Inspect Your Daily P/L, Inform Your Strategy
1 | Monitoring: Keep a close watch on your P/L statistics.
2 | Evaluating: Review your critical investment decisions.
3 | Strategizing: Think ahead and plan your next steps.
The More You Share, the More You Learn
1 | Exchange: Discuss investment strategies with other mooers.
2 | Connect: Create resonance and build relationships.
3 | Shine: Stand out in the Moo Community.
2. Four P/L categories & their strategic value
Moomoo makes it simple to share P/L snapshots that represent your investment choices.
They fall into four main categories:
Category 1: Portfolio Overview
Check the portfolio overview for a full view of your investments.
Path: Go to Accounts > Total Assets > Asset Analysis or P/L Analysis > "Share" icon
Stay on top of your investments by tracking your P/L
Category 2: Today's Performance
Focus on today's details for a micro view of your securities performance.
Path: Go to Accounts > Today's P/L > Save or Share
Stay on top of your investments by tracking your P/L
Category 3: Individual Stock Analysis
Take a closer look at how each stock in your portfolio is performing.
Path 1: Go to Accounts > Positions > Select a stock > "Share" icon.
Path 2: Go to Accounts > Total Assets > P/L Analysis > "Share" icon.
Stay on top of your investments by tracking your P/L
Category 4: Transaction Details
Gain insight into each trade to better understand your trading patterns.
Path: Go to Moo > "Pencil" icon > In the post/note editor, tap the 5th icon > Transactions > Save
Stay on top of your investments by tracking your P/L
Note: To access a selection of popular images, tap the 5th icon while you are in the post/note editing mode.
3. Exciting P/L sharing events
After you've explored the P/L introduction above, come join us and share your P/L!
Look out for our thrilling events with rewards in the moomoo community.
For instance, check out our ongoing P/L challenges like:
Stay alert for more events we'll be launching, and follow our official accounts to get the news first!
@Meta Moo
@Team moomoo
@Popular on moomoo
@Moomoo Event
(To keep up to date, follow us in the Moo community)

Become part of moomoo Learn Premium to access an in-depth analysis of trading strategies and discuss market insights with an extensive community of mooers!
*Terms and Conditions Apply: see https://www.moomoo.com/us/support/topic4_424
*Terms and Conditions Apply: see https://www.moomoo.com/us/support/topic4_424
SG Learn Premium Group, MY Learn Premium Group, AU Learn Premium Group.
Note: For AU users, you need to open a moomoo trading account and deposit any amount to unlock Premium Learn.
Disclaimer: This presentation is for information and educational use only and is not a recommendation or endorsement of any particular investment or investment strategy. See this link for more information. There is no guarantee or assurance that the use of any tools or data provided on the moomoo app will result in investment success or reduce investment risk.
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only. Read more
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