πŸ’΅ Capital Gains

Capital gains are profits that occur when an investment is sold at a higher price than the original purchase price.

(Holding Currency === Portfolio Currency)

CapitalΒ Gains=(Priceβˆ—TotalSharesβˆ’TotalInvested);Capital ~Gains = (Price * TotalShares - TotalInvested);

(Holding Currency !== Portfolio Currency)

CapitalGains=(Priceβˆ—TotalSharesβˆ’TotalInvested)βˆ—AvgCurrencyPrice;Capital Gains = (Price * TotalShares - TotalInvested) * AvgCurrencyPrice;

Price - I'ts the asset current price

Total Shares - It's the holding's current shares

Total Invested - I'ts the total money invested in the holding

Avg. Currency Price- It's the avg. price from all the currency prices from the holdings transactions

Last updated