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LearnProfit / Loss
Portfolio

Profit / Loss

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

What is Profit / Loss?

Profit / Loss (P/L) shows whether your portfolio is currently worth more or less than you paid for it. A positive value means a gain; a negative value means a loss.

How it's calculated

Profit / Loss = Net Worth − Invested Value The percentage is calculated as: P/L % = (P/L ÷ Invested Value) × 100

Unrealized vs realized

This figure is unrealized — it reflects paper gains or losses based on current prices. The gain or loss only becomes realized when you sell the asset.

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Related Articles

Portfolio Health score

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

Net Worth

Net Worth = Assets − Liabilities

Invested Value

How much you paid for the assets you still own — the same way Robinhood, Coinbase, and tax trackers measure it.

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