Portfolio Performance Tracker for Gains and Losses Across Your Accounts
An investment gain and loss tracker for your linked brokerage, retirement and crypto accounts. Unrealized gains and losses in dollars for each holding you own, plus a Positions bar showing how many holdings are up, flat or down.
Market data sources
Your Portfolio Moved, but Which Holdings Moved It?
WealthNX is a portfolio performance tracker that adds up gains and losses across the brokerage, retirement and crypto accounts you link. It shows the total, the result for each holding and how both have changed over time, so the positions behind a rise or a drop are easy to find.
What WealthNX Gain & Loss Analysis Shows
Find the positions behind the move
Which current holdings have unrealized gains or losses, based on available cost basis and price information.
See what's gaining
Current positions that are up.
Know what's down
Losing positions, without scrolling through the whole portfolio.
Look at the security level
Gains and losses for each individual holding.
Put performance beside a benchmark
A holding next to a market benchmark for the same period. Whole-portfolio results are in the S&P 500 portfolio comparison.
A clearer record, not a forecast
Gains and losses reflect your holdings and available prices. Past results don't tell you what comes next.
Why Use a Portfolio Performance Tracker
Each brokerage reports its own results. An investment performance tracker app puts them together.
Without a performance tracker
- Each brokerage reports its own gains, and the combined figure is left to you
- One total return hides which holdings are up and which are down
- Today's gain is easy to find; how it changed over the months is not
With WealthNX
- Available gains and losses from your linked accounts show together in one view
- Gaining and losing positions are listed apart, and the Positions bar shows how many are up or down
- Available history of changes, for each holding and for your portfolio
Who Uses a Portfolio Gains and Losses Tracker?
Investors check gains and losses for different reasons.
Investors with several accounts
A 401(k), an IRA, a brokerage and a crypto exchange each report results. Here they show in one view.
Stock and crypto holders
Crypto gains appear next to stock and fund gains, in the same view.
Investors checking a down month
The losing positions show up first. How each purchase has done against its benchmark is in investment decision analysis.
Ask Wealth Genie About Your Gains and Losses
Wealth Genie answers questions about your results in plain words, using your holdings and available market data.
- Which holdings declined the most in value this month?
- What drove my portfolio's gain this year?
- How much am I up on my crypto overall?
- Which of my holdings has the largest unrealized gain?
Questions About Tracking Gains and Losses
What does the Gain & Loss Analysis feature in WealthNX show me about my investment portfolio?
The Gain & Loss Analysis feature in WealthNX helps you understand how your investments have performed by showing available portfolio gains and losses in one organized view. It makes it easier to identify areas of positive and negative performance and understand how different investments contribute to your overall portfolio results. This gives you a clearer picture of your investment performance beyond simply viewing your portfolio's current value.
How does WealthNX calculate portfolio gains and losses across connected brokerage accounts?
WealthNX calculates portfolio gains and losses using market value comparisons for investments held across your connected brokerage accounts. The portfolio gains and losses tracker helps you understand changes in investment values by presenting positive and negative performance in one organized view. This allows you to review your investments across multiple accounts without checking each brokerage platform separately. The figures depend on available market data and may change as market values are updated.
How does the portfolio gains and losses tracker in WealthNX help long-term investors?
The portfolio gains and losses tracker in WealthNX helps long-term investors understand how their investments are performing through market value comparisons. By bringing available portfolio gains and losses into one view, the feature makes it easier to monitor positive and negative changes across holdings. This provides useful context for reviewing investment performance without having to check multiple platforms individually.
Does the Gain & Loss Analysis in WealthNX update with market price movements?
Yes. Gain & Loss Analysis in WealthNX reflects changes in investment values as updated market data becomes available. Since the feature uses market value comparisons, changes in market prices can affect the portfolio gains and losses displayed for your holdings. This helps you monitor investment performance without manually calculating changes in value. Updates depend on market data availability, so the figures may not always reflect real-time prices.
Can I filter the Gain & Loss Analysis in WealthNX by asset class or account?
The Gain & Loss Analysis feature in WealthNX brings together available portfolio gains and losses across your connected investment accounts. It helps you review changes in investment values and understand how different holdings are performing. This provides a consolidated view of your investments without requiring you to check each account separately.
Gains and Losses From Each Account, in One View
Your money is spread across accounts. Your results can be read in one place.
