Building Freetrade

You can now see your Gain/Loss on Portfolio 📈

Freetrade Team

November 27, 2019

Freetrade Team

Check your performance at a glance

Things you can do on your phone in five seconds:

  • Check the weather ☔
  • Get the latest Brexit news 🤯
  • See the Gain/Loss on your Freetrade investments at a glance 📈

Yes, it’s arrived.

Gain/Loss — the third item on the Christmas List — has been highly requested for a long time, and we’ve been testing the feature behind the scenes with our beta testers.

As there are a number of calculations that we had to take into account, it’s been a relatively complex feature to add to your app. Thanks to everyone who helped us test the feature. 🙌

What does the Gain/Loss value show?

The figure you see includes:

  • Increases and decreases in stock prices you hold, gathered from all of your investments
  • Gains in respect of income received from dividends

It does not include cash held in your account originating from deposits.

Does this include free shares I received?

Free shares are part of your portfolio! If you received a free share, and the value of this share has increased/decreased, this amount will be reflected in your Gain/Loss.

The value of your share at the point of you receiving it won’t count towards this though, only the Gain/Loss. So if the share was worth £6, and has risen to £6.50, then 50p will be reflected in your figure.

Coming next: Benchmarking

Understanding your Portfolio with Gain/Loss is just one of the things we’re working on to give you deeper insights into your holdings.

Another feature on the Christmas List, Benchmarking, which will show your performance versus the market.

Stay tuned for that feature which will arrive shortly.

P.S. A word about market volatility

You may be checking in your Portfolio a little more now that you can see your Gain/Loss at a glance, and it’s worth a reminder of the basics of market volatility. 🎢

Market volatility is a measure of how much the prices of an asset or index vary over time. It’s always there, and it can be high or low, with high volatility referring to a period of uncertain, rapidly changing market conditions.

It goes up and down for a few reasons, including economic anxiety, global political strife, trade tensions, worries that stock prices have become overvalued, and a host of other reasons.

However you choose to invest, it’s always worth remembering to make decisions according to your timeline and outlook.

Important Information

This should not be read as personal investment advice and individual investors should make their own decisions or seek independent advice.

When you invest, your capital is at risk. The value of your portfolio can go down as well as up and you may get back less than you invest. Past performance is not a reliable indicator of future results.

Freetrade is a trading name of Freetrade Limited, which is a member firm of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales (no. 09797821).

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