Portfolio Charts

You can choose between:

• Unrealised Result: Focuses on how much your current, open investments are up or down based solely on today’s market prices.
• MWRR (Money-Weighted Rate of Return): Shows how your portfolio has performed when taking into account all your deposits and withdrawals over time.

You can switch chart types at any time:

1. Go to your Portfolio.
2. Tap the Gear icon at the top of the screen.
3. Use the Include cash toggle:
   1. Off: Unrealised Result
   2. On: MWRR

You can also enable additional details, such as Amount invested or Net deposits, from the same menu.

The Unrealised Result chart shows the potential profit or loss on investments you currently hold. It compares your original purchase cost with today’s market price to show how much your open positions are currently up or down.

This view can show:

• Your current unrealised gain or loss
• Your return for the selected time period
• The amount invested (optional)

You can use the Unrealised Result chart to:

• See the immediate impact of market movements
• Get a simple view of how much your current investments are up or down
• Track market performance without the effects of deposits or withdrawals

The Money-Weighted Rate of Return (MWRR) measures your investment performance by accounting for when and how much money you add or withdraw from your portfolio. It gives you a personalised return that reflects your unique investment journey.

This view can show:

• Your money-weighted rate of return for the selected period
• Your current portfolio value
• Net deposits (optional)

You can use the MWRR chart to:

• Understand the impact of when you invested
• Measure long-term performance more accurately
• Compare your overall return regardless of market ups and downs

Unrealised Result and MWRR highlight different aspects of your portfolio performance.

• Unrealised Result: focuses only on the market value of your open investments today. It does not include the effects of cash you added or withdrew. You can use Unrealised Result if you want a clear snapshot of how your current investments are performing right now.
• MWRR: shows how your portfolio grew based on your entire investment journey-every deposit, withdrawal, and market movement over time. You can use MWRR if you want to understand your long-term, personalised performance that reflects when and how much you invested.

Unrealised Result Chart

• Investment Value is the value of the investments in your account. It excludes cash. For example, if you have $1,000 worth of Tesla, your investment's value will be $1,000.
• Unrealised result (%) the potential profit or loss of your current investments, showing how much you could gain or lose if you were to sell them now.
• Amount invested is the total amount of funds you’ve invested in the shares you currently own.

MWRR Chart

• Account value is the overall value of everything in your account, including investments and cash.
• Total return is the total profit or loss from your activity, including investment performance, dividends, interest, FX fee, government taxes, and more.
• Rate of return represents the percentage of growth or loss, adjusted for the size and timing of individual investments or withdrawals, using the MWRR (Money-Weighted Rate of Return). Older and larger investments have a greater impact on your rate of return than recent or smaller ones.
• Net deposits is the difference between the cash you've deposited and withdrawn from your account. It shows your net contributions, helping you understand how much you’ve put in overall.

• Investment value is the value of the investments in your account. It excludes cash. For example, if you have $1,000 worth of Tesla, your investment's value will be $1,000.
• Return is the total profit or loss on your investments. It compares the current market value of your investments with their cost.
• Cost is the total amount you paid to acquire the investments, including any FX fees and government taxes. 

Unrealised Result chart for Crypto account under Trading 212 Markets Ltd. 

• Account value is the value of the crypto assets in your account. It excludes cash. For example, if you have $1,000 worth of Bitcoin, your crypto assets' value will be $1,000.
• Unrealised result (%) is the potential profit or loss of your current crypto assets, showing how much you could gain or lose if you were to sell them now.
• Amount invested is the total amount of funds you’ve invested in the crypto assets you currently own.

MWRR chart for Crypto account under Trading 212 Markets Ltd. 

• Account value is the overall value of everything in your account, including crypto assets and cash.
• Total return is the total profit or loss from your activity, including realised and unrealised results.
• Rate of return represents the percentage of growth or loss, adjusted for the size and timing of individual crypto assets or withdrawals, using the MWRR (Money-Weighted Rate of Return). Older and larger crypto assets have a greater impact on your rate of return than recent or smaller ones.
• Net deposits is the difference between the cash you've deposited and withdrawn from your account. It shows your net contributions, helping you understand how much you've put in overall.

Pies

• In your pie chart, return represents the total profit or loss from your current and past investments within the pie, including dividends.

Portfolio

• Your Portfolio tab can display two different types of charts: Unrealised Result and MWRR, and the return value will differ between them.
• In your Portfolio tab, when the MWRR chart is shown, return is the total profit or loss from your activity, including - but not limited to - the following:
  • Investment performance
  • Dividends
  • Interest (interest on cash, share-lending interest)
  • FX fees
  • Government taxes
  • Free share bonuses
  • Cashback from card purchases
  • In your Portfolio tab, when the Unrealised Result chart is shown, return represents the potential profit or loss of all your current investments. It shows how much you could gain or lose if you were to sell them now.