What does it mean to calculate my gains and losses? When do I need to do this?

Calculating gains and losses is the way you determine by how much the value of your portfolio (all of the stocks and ETFs that you own) is going up or down. It’s important to do this to determine the performance of your investments over time. The tools we provide within the Invest dashboard make it easier to understand how the value of your investments are changing over time.

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