What is Realized Profit/Loss?
Realized Profit/Loss refers to the profit or loss experienced upon selling your assets. It represents the actual gain or loss realized only upon the completion of the transaction and the subsequent sale of the holdings. For instance, if you own 1 share of Apple purchased at $200 and sell 0.5 shares at $300, the realized profit would be $50.
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How is realized profit/loss calculated?
Realized profit/loss is simply the difference between the sale proceeds (sell price * quantity sold) and the cost basis for the position, calculated based on the FIFO methodology discussed in the previous section.
What is Unrealized Profit/Loss?
Unrealized Profit/Loss represents the potential gain or loss on a current position. These gains or losses are only hypothetical as long as you retain the security. Once you sell all or a portion of the security holdings, the unrealized gains or ...
Where can I get my realized and unrealized Profit and Loss?
You can use the ‘Profit and Loss Statement’ feature available in Profile → US Stocks to get details of your realized and unrealized profit and loss. You can extract the profit and loss details for any period you wish. You also have an option to see ...
Where can I get my previous year's Profit/Loss?
You can use the ‘Profit and Loss Statement’ feature available in Profile → US Stocks to get details of your realized and unrealized profit and loss for any period you wish, including the previous year
Where can I get the last month's Profit/Loss to check my portfolio performance?
You can use the ‘Profit and Loss Statement’ feature available in Profile → US Stocks to get details of your realized and unrealized profit and loss for any period you wish, including the previous month.