You are using an outdated/unsupported browser. Please upgrade your browser to improve your experience.

Support Center

Gains and Losses



Gains and Losses:


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





Total Gains:


Total gain is a combination of all capital gains and dividends earned


Capital Gains:

The increase or decrease in value of your investment. Capital gains are either unrealized or realized. An unrealized capital gain is a position in a stock or fund that has yet to be sold. A realized capital gain is the profit or loss experienced when a position has been both bought and sold.



Date Activity Share Price Shares Owned Value Realized Gain Unrealized Gain Capital Gain
April 1 Bought Share $110 1 $110 $0 $0 $0
May 1   $115 1 $115 $0 $5 $5
June 1 Sold Share $120 0 $0 $10 $0 $10




The interval cash payments made by companies to their current shareholders



Have more questions? Submit a request