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Feature guide

Investiq’s virtual portfolio: understand a simulated purchase and sale

A virtual portfolio lets you examine a decision without placing a real stock-market order. Follow a purchase, price change and sale in an invented example, and see what to check at each step.

What do you want to examine?

Distinguish a simulated trade from a change in value and track both cash and holdings.

Start with the decision you want to understand

Investiq’s product guide describes a virtual portfolio for practising simulated trades. First write down why you want to examine a company, the information you are using and what you still do not know. A simulated purchase is part of the learning activity; it does not create real ownership in the business.

Check the company’s identity, the price currency and the time the information refers to before interpreting an amount. A price in a screenshot belongs to that recording. This walkthrough uses a fictional company and a chosen budget of SEK 2,000 in virtual money. The amount is a calculation input, not a promise about the app’s starting balance.

A purchase moves value from cash to holdings

In the model you buy ten shares at SEK 60 each. The cost is 10 × 60 = SEK 600. Virtual cash becomes SEK 1,400 and the holding is valued at SEK 600 immediately after purchase. Together they are still SEK 2,000. The purchase itself did not create an investment return.

Check share count multiplied by price before a simulated purchase, then read both cash and share count afterwards. Do not confuse the trade’s cost with the whole portfolio’s value. Our example contains no fees, dividends, deposits or currency changes. A different set of information containing those items needs to account for them separately.

The price changes, then you sell part of the holding

The price changes to SEK 55 in the invented scenario. The ten shares are now worth SEK 550 and cash remains SEK 1,400. The whole portfolio is worth SEK 1,950. You then sell four shares for SEK 220 in total. Six shares remain, worth SEK 330, and your cash is SEK 1,620.

After the sale, the total is still SEK 1,950 at the same price. You moved SEK 220 from the holding to cash. The SEK 50 decline came from the price change, rather than pressing sell. Compared with the starting value, the change is −2.5%. A simulation does not mean that the same price would be available in real trading.

If the table does not fit, scroll it sideways.

A fictional trade’s effect on cash and holdings
StageCashShare valueTotal
Before purchaseSEK 2,000SEK 0SEK 2,000
After buying tenSEK 1,400SEK 600SEK 2,000
Price becomes SEK 55SEK 1,400SEK 550SEK 1,950
After selling fourSEK 1,620SEK 330SEK 1,950

Finish by checking your reasoning

Write down what changed: share count, price, cash or total value. Return to your initial explanation. Which information was missing, and would the same reasoning have seemed sensible if the price had moved in the opposite direction? This helps you examine the decision even when the outcome happened to be positive.

The product guide and screenshot show the described development experience. Read the current launch information before assuming that a particular flow is available in a public version. You can already use this calculation with paper and pencil. Continue with portfolio weights to understand how individual holdings contribute to the whole.

See the development version

Investiq’s Swedish development version shows Luxbright’s company page with a price chart and simulated-trade buttons
The company page in the Swedish development version. Recorded prices are not current market prices. The interface may look different today.

More about Investiq and the product guide with more screenshots and explanations.

Check with your own example

Start with six remaining shares and SEK 1,620 in cash. The price becomes SEK 50 and you make no new trade. What is the total value, and what changed?

Show the explanation

The total is SEK 1,920. The price and holding value changed; cash and share count stayed the same.

Six times SEK 50 is SEK 300. Add cash of SEK 1,620 to get SEK 1,920. The change from SEK 1,950 is −SEK 30.

Questions about the flow

Do I buy real shares with the virtual portfolio?

No. The described flow is a simulation using virtual money. A practice trade does not create real share ownership or submit a real stock-market order.

Is SEK 2,000 the app’s starting balance?

The amount was chosen for this calculation exercise. It does not specify the starting balance in any particular version of the app.

Where can I find current information about the app?

The About Investiq page contains launch information. The product guide identifies development screenshots and illustrated previews.

Choose the next step for your question

Basis and exercise

The product description is based on Investiq’s product guide and development screenshots. The exercise material and calculations were created for this page. They contain no current market prices or recommendations about securities to buy.

Practice now. Invest later.

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