Quick Help

Knowledgebase is a categorized collection of answers to frequently asked questions (FAQ) and articles. You can read articles in this category or select a subcategory that you are interested in.



 How the Gain and %Gain is calculated in the investment portfolio?

Solution

It calculates the cost of purchase for shares currently owned (adding all buy transactions) and compares it to the current market value. If you sold any shares in the meantime, they are not accounted for regardless of gain/loss you may have had on them.

 
Was this article helpful? yes / no

Article details

Article ID: 56

Category: Knowledgebase

Date added: 2018-06-11 14:06:13

Views : 4273

Rating (Votes): Article rated 3.7/5.0 (44)

 
Powered by Help Desk Software HESK, in partnership with SysAid Technologies