Profit/Loss Calculation (Unrealized/Realized)

The Profit/Loss Calculation (Unrealized/Realized) feature helps users track their investment performance by calculating both realized and unrealized gains and losses. This tool provides users with a detailed breakdown of their profits or losses from completed transactions (realized) and from ongoing holdings (unrealized), offering a clearer picture of their overall financial performance.

Core Capabilities:

• Realized Gains/Losses Tracking: Automatically calculate profits or losses from completed transactions, providing a clear record of transactions that have already been executed.

• Unrealized Gains/Losses Monitoring: Track the current value of held assets and calculate potential gains or losses based on real-time market prices.

• Comprehensive Portfolio Performance: View both realized and unrealized profit/loss in a unified interface, offering a complete picture of portfolio performance.

Key Benefits:

• Clear Financial Overview: Keep track of both completed and potential gains or losses, providing a full view of your portfolio’s financial performance.

• Informed Decision-Making: Use profit/loss data to guide investment decisions, such as taking profits, cutting losses, or holding assets for future growth.

• Tax Calculation Aid: Simplify tax reporting by tracking realized gains and losses, helping users estimate potential tax liabilities.

With Profit/Loss Calculation (Unrealized/Realized), users can efficiently monitor their portfolio’s financial performance, ensuring they have the information needed to optimize their investment strategies.