Every figure on Mon Petit Portfolio is computed from stored data by rules that are the same for every asset and every portfolio. These pages explain those rules, with their limits.
The IRR (internal rate of return) is the yearly return that your deposits and withdrawals, each at its own date, would have needed to grow into your portfolio's current value. Mon Petit Portfolio calculates it with the XIRR method, the same one spreadsheets use. Because it weighs each euro by how long it was invested, it is the fairest measure of what you actually earned when you add money over time.
Read moreThe momentum score sums up an asset's recent price trend in a number from 0 to 100. Above 50, more indicators point to buying pressure; below 50, to selling pressure. It combines seven indicators computed from about ten months of daily prices, weighted the way investing.com's technical summary is. It describes the recent trend; it does not forecast the price.
Read moreEvery asset page shows a few key facts computed from its stored daily closing prices: its return over 1, 3 and 5 years compared with a benchmark in the same currency, how far it is from its 52-week high, how volatile it is, its largest sectors and, for funds, how concentrated they are. A fact is shown only when the data behind it passes a plausibility check, and the card states the date of the latest price used.
Read morePrices come from Boursorama for the listings it quotes, matched to the exact venue and currency, and from Yahoo Finance otherwise. Fund holdings, sectors and countries come from issuers' published holdings files, mainly iShares. Fees are ongoing charges (TER) from Yahoo Finance and justETF. Each asset page shows the date of its latest price.
Read moreNothing on Mon Petit Portfolio is investment advice.