Portfolio Gain/Loss Explained

When you see Gain/Loss on your portfolio holdings, it shows the price-only return—how much the stock price has moved since you bought it.

What It Measures

Gain/Loss = (Current Price - Purchase Price) / Purchase Price × 100

What It Does NOT Include

• Dividends received while holding the position
• Dividend reinvestments
• Any income credited to your cash balance

Example

You bought XYZ at $100. It's now $95 (a -5% price decline). But you also received $6 in dividends.

• Gain/Loss shown: -5%
• Actual total return: +1% ($95 + $6 = $101)

Why We Show It This Way

Price-only gain/loss helps you see:

• Whether your cost basis has appreciated
• Unrealized capital gains for tax planning
• Position performance independent of payout timing

Finding Your True Total Return

For your complete picture including dividends, check the Total Return metric on your portfolio dashboard, or the Return Breakdown section which shows unrealized gains + realized gains + dividends.