Portfolio Profit & Loss
Portfolio profit and loss
Total cost
Current value
Unrealised P/L
Return on cost
Each row is units held, the average price you paid, and the price now — our average entry calculator works out the middle one if you bought in several goes. The table shows each holding's share of the portfolio alongside its own return, which is the pairing that matters: a position up 300% that is 2% of the portfolio moved your total less than a position down 20% that is half of it. Fees and tax are not included, so the real return is lower than shown. Runs entirely in your browser and nothing you type is sent anywhere. Not advice.
What this calculator does
It takes up to four holdings — units, the average price you paid, and the price now — and returns the total cost, current value, unrealised profit or loss and return on cost, plus a per-holding table.
Why weight sits next to return
Those two columns together are the point of the table. A single return figure tells you almost nothing about a portfolio in isolation: a position up 300% that is 2% of the total moved your money less than a position down 20% that is half of it. People consistently remember the first one and forget the second.
Reading the weight column also tends to answer a question nobody asked out loud, which is whether the portfolio is actually diversified or is one large position with some decoration around it.
Getting the average cost right
If you bought a holding in several instalments, the “average price paid” is the weighted average, not the average of the prices you paid — our average entry calculator computes it. Using the simple mean of your entry prices will misstate the cost basis whenever the purchases were different sizes.
What is missing
Trading fees, withdrawal fees and tax are not included, so your real return is lower than the figure shown. Nothing here is stored or transmitted: the calculation runs in your browser, and closing the page discards it. That also means there is no saved portfolio to come back to, which is deliberate.
Frequently asked questions
Can I add more than four holdings? Not in this tool. Four keeps it readable; for a larger portfolio, group smaller positions together and enter a blended cost.
Does it include realised profits from positions I closed? No, only what you currently hold. It is an unrealised profit and loss statement.
How do I see the weights I should be targeting? That is the rebalance calculator.
Is this advice? No. See our disclaimer.