Why is my portfolio value different than expected?
Updated - Editorial policy
Understanding Portfolio Value
Your portfolio value can change for several reasons. Here's what might cause unexpected values.
Market Price Changes
Asset prices change constantly during market hours. Your holdings' values update as prices move.
After-Hours Movement
Stocks can gap up or down between trading sessions. Even though trading stops when the market closes, the price often changes overnight. Your portfolio value may jump (up or down) at market open to reflect the new price.
Real-Time Prices
Both Free and Pro users receive real-time market data with no delay. Your portfolio value changes as the prices of your holdings change; you do not need Pro for real-time prices.
How Value is Calculated
Total Portfolio Value = Cash Balance + (Shares/Units Owned x Current Price)
Tip: Pull down to refresh your portfolio for the latest values.
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