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Profit/Loss Options in Portfolio
Profit/Loss Options in Portfolio

Written by Narek Gevorgyan
Updated over a week ago

Once you set up your portfolio, an important metric is your Profit/Loss, which is displayed on the portfolio tracker page both on the web and mobile app.

CoinStats offers four options for Profit/Loss for you to choose from, such as All-Time, 24 Hours, Last Trade, and Current Holdings.

Web

Go to the Portfolio Tracker tab and click on the three dots in the screenshot below. You can switch to a different Profit / Loss option by clicking on your preferred one from the dropdown list.

Mobile

• Go to the Portfolio tab.

• Click on the three dots under the chart as shown in the screenshot

• Select the Profit/Loss option you wish to switch to.

Below you can find more detailed information on how every Profit/Loss option is calculated.

All Time P/L

This option calculates your all-time P/L for a coin by considering all your transactions.

The formula is the following:

Current Worth of Current Holdings + Sell Transactions' Total Worth - Buy Transactions' Total Worth

For example:

You bought 1 BTC for \$1000

You sold 1 BTC for \$2000

You bought 1 BTC for \$5000

You bought 1 BTC for \$9000

Now BTC price is \$10000 (and you own 2 BTC)

Your All-time P/L will be (2 * 10000\$) + (2000\$) - (1000\$ + 5000\$ + 9000\$) = \$7000

Current Holdings P/L

This option calculates your P/L by considering only the holdings you own right now.

The formula is the following:

Current Holding Amount x Current Price - Total Buy Price For Current Holdings + Total Sell Price For Current Holdings

If we retake the previous example:

You bought 1 BTC for \$1000

You sold 1 BTC for \$2000

You bought 1 BTC for \$5000

You bought 1 BTC for \$9000

Now BTC price is \$10000 (and you own 2 BTC)

Your Current Holdings P/L will be 10000 x 2 - (9000 +5000)= \$6000 because you own only 2 BTC now.

Note: we don’t add the sell price to this calculation because as of now we didn’t sell anything, we only bought.

This option calculates your P/L by taking into consideration ONLY your last trade. It is very useful to track your last position for each coin.

Again, if we take the previous example:

You bought 1 BTC for \$1000

You sold 1 BTC for \$2000

You bought 1 BTC for \$5000

You bought 1 BTC for \$9000

Now BTC price is \$10000 (and you own 2 BTC)

24 Hours

24 Hours profit loss calculates your coin balance change during the last 24 hours. It takes the 24h change of the coin and "multiples" it by how much you own.