Holdix
FeaturesSecurityLearnFAQ
Sign In
Get Started
LearnInvested Value
Portfolio

Invested Value

Total capital you have spent buying assets — the money actually deployed.

What is Invested Value?

Invested Value is the total amount of money you have spent purchasing assets. It represents your actual capital outflow — not the current worth, but what you paid.

How it's calculated

For every buy transaction: cost = price per unit × quantity All buy transaction costs are summed to give the total Invested Value. If a transaction already has a pre-calculated total value stored, that is used directly.

Time range filter

When a time range (7D, 30D, 90D, 1Y) is selected, only buy transactions within that period are counted. Selecting "All" includes every purchase since the portfolio was created.

What is not included

Only buy transactions are counted. Staking rewards, airdrops, and transfers are excluded because they do not represent direct capital expenditure.

PreviousPortfolio ValueNextProfit / Loss

Related Articles

Portfolio Health score

A 0–100 score that summarises how well your current holdings match your targets.

Portfolio Value

The current market value of all assets you hold, updated in real time.

Profit / Loss

The difference between your portfolio's current value and what you invested.

Ready to Try Holdix?

Track your portfolio, set rebalancing targets, and generate reports — completely free.

Get Started Free
Try the Demo
Holdix

Your individual portrait of personal finances.

Product

  • Dashboard
  • Features
  • Security
  • Learn Center

Company

  • About
  • Contact
  • Changelog

Legal

  • Privacy Policy
  • Terms of Service
  • Cookie Policy

© 2026 Holdix. All rights reserved.