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.
The 2 types of performance
Profit and loss (+/-)
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:
Shares & Funds
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.
Choose between capital gain & evolution
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.
📱 Mobile App
You have two ways to switch between the +/- value and the evolution.
"Tap" on the performance items on your Dashboard, Portfolio or each category.
Settings -> My Account -> Performance View
🖥️ Desktop version
The ability to switch not yet available on Web, we are working on it. A little patience!