What does my Portfolio and P/L represent?
Your Portfolio shows the total value of your investments, including:
The current market value of all stocks and ETFs you own
Your available cash balance
P/L (Profit & Loss) represents how much you’ve gained or lost on your investments. It is calculated as the difference between:
- •The current market value of your holdings
- •The total amount you invested (cost basis)
P/L is usually displayed as:
- •Unrealized P/L: Gains or losses on open positions that you haven’t sold yet
- •Realized P/L: Gains or losses from positions you have already sold
Your portfolio and P/L update in real time based on market prices.