Performance measurement is an essential aspect of investing. You can't improve what you don't measure. On Finary, you have several options to track your performance.

Unrealized gain or loss, also called p&l, is the true measure of your performance. It is the difference between your average purchase price and the current price at a given time.

This calculation ignores deposits and withdrawals. We only calculate your +/- value when a purchase price is indicated.

We only calculate the +/- value for investments:

The following categories are excluded from the performance calculation:

Measures the variation of your investments over a defined date range. This value takes into account capital gains and losses, deposits and withdrawals.

The calculation of the evolution applies to all the assets.

You have the choice to display the method that suits you best, and can easily switch from one to the other. By default, we display the +/- value.

You have two ways to switch between the +/- value and the evolution.

The ability to switch not yet available on Web, we are working on it. A little patience!