All Collections
Tax Centre
Investment cost
Is my investment cost the same as my portfolio value?
Is my investment cost the same as my portfolio value?

No. Your investment cost doesn’t include gains or losses on your investments.

Support avatar
Written by Support
Updated over a week ago

Your portfolio value is the current value of your investments (i.e how much you’d get if you sold them right now) and includes any gains or losses.

Your investment cost is the total amount you paid for your investments - your investments include your available balance because it’s stored in a Money Market Fund.

You may also be interested in:

Did this answer your question?