Learn with VestRadar

Portfolio guides

Understand the numbers in your portfolio, from money you add to the gains your investments make.

Portfolio value vs profit

A $2,500 increase in your balance can mean $500 of investment profit. See how deposits change the picture in a simple worked example.

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What did your remaining shares actually cost?

The same trades can leave you with different cost figures. Compare FIFO, LIFO and moving average, then see how VestRadar handles fees and put-assignment basis.

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