The My Equities section of the Account Overview page, located just below the main Account Value, Profit/Loss and Costs View section (see image below), contains details of all the securities an Investor owns.


For each security held, the Investor will see the following standard security information (see diagram below) irrespective of the view (Value or Share) chosen :


  1. Company Logo
  2. The full company name together with the 3 letter unique share code.
  3. The number of Whole Shares owned by the Investor - 4 whole share in the image above
  4. The number of Fractional Shares held by the Investor - .7824 of a share in the image above
  5. Clicking on the red Cog Icon will cause a dropdown box to appear, allowing the Investor to initiate the following actions with regard to the specific share:
    1. Buy More
    2. Sell
    3. View a Company Summary on Google Finance
    4. Have a look at trending stocks and Investment news / topics


Once the Investor selects between the Value or Share view, the rest of the information appearing in the cell, will change as follows:

  1. Value View
  2. Directly below the standard security information (described above), the Value View displays 3 figures (highlighted in the red box below) pertaining to that particular security 


    1. Purchase Value - this figure displays the total value of the particular security purchased, at the time of purchase
    If multiple different purchases were made over time, this value will display the sum of the value of all these securities at their respective times of purchase.

    2. Current Value - this figure displays the total value of the Investor holding (whole and fractional) in that security at that particular time
    If multiple different purchases were made over time, this value will display the sum of the value of all these securities at their respective times of purchase.

      3. Profit/(Loss)  - this figure displays the Profit/Loss of the Investor holding in the particular security.
      This is calculated by deducting the Current value from the Purchase value - In the example above R500.00 - R477.67 = (R22.33)

    1. Share View
    2. Below the standard information described above, the Value View displays the following information pertaining to that particular security


        1. Avg. Purchase Price - this figure is a weighted average that takes the average of the Purchase Price of a share across each of the different purchase events that make up their share holding.

        Let's say for example that an Investor makes 3 separate purchases of Richemont shares as follows

        In the first purchase they buy 10 shares at a purchase price of R98 per share
        1 month later they buy 5 shares at a purchase price of R99.62 per share
        3 months later they buy 7 shares at a purchase price of R101 per share
        The day after they conclude the 3rd purchase, the Avg. Purchase Price will be R99.32 - calculated as follows - ((R98 x 10) + (R99.62 x 5) + (R101 x 7)) / (10 + 5+ 7)

        2. 15m Delayed Share Price - prices displayed on the EasyEquities platform may reflect delayed prices, or may be the previous day’s closing price for that security as quoted by the recognised exchange. View a more detailed explanation here

        3. Profit/(Loss)% - this figure indicates the percentage by which the 15m Delayed Share Price exceeds the Avg. Purchase Price (Profit) or is lower than the Avg. Purchase price (Loss). 
          In the case of the Richemont figures above ( (R99.94 - R104.55) / R104.55 = -4.41%