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How are gains/losses calculated?

The gain / loss shown on the M1 Finance platform is the unrealized gain from owning the individual holding or portfolio. An unrealized gain/loss is a profit/loss  that exists on paper, resulting from your investments. A gain/loss becomes realized once the position is sold for a profit/loss.

 

Unrealized Gain/ Loss    = Value of Investment - Cost of Investment

Unrealized Gain/Loss % = (Value of Investment - Cost of Investment) / Cost of Investment

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