Invested Capital
The total amount of money you have put into your investments, including all buys and reinvested dividends.
Unrealized Gains
The profit you would make if you sold your investments at their current price.
Realized Profits
The profit you have already secured by selling investments
Dividends
The total amount of dividends you have received from your investments.
Internal Rate of Return (IRR)
Your portfolio’s average annual return, adjusted for all cash flows—including buys, sells, and dividends. This provides a more accurate measure of your investment performance than simply tracking market price movements of your investments.
Sharpe Ratio
The Sharpe Ratio shows whether your returns are worth the risk. A high ratio (e.g., 2.0 or more) means you're earning good returns for the risk taken. A low ratio (e.g., below 1.0) means you're taking a lot of risk without enough reward. The Sharpe Ratio is calculated over the holding period of your portfolio.
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