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Equirus Wealth

Realised Return

Realised return refers to the actual profit or loss that has been locked in by selling investments. It represents the difference between the purchase price and the selling price of the investment after a sale has been completed.

• If the realised return is positive, it means you have made a profit on the sold investment.
• If the realised return is negative, it means you have incurred a loss.
• A realised return of ₹0 indicates that no profits or losses have been booked yet, meaning you have not sold any investments.

This metric helps in assessing the effectiveness of past investment decisions and understanding the impact of completed transactions on your overall portfolio.

Unrealised Return

Unrealised return, also known as paper gains or losses, represents the potential profit or loss on your investments that haven't been sold yet. Since these investments are still active in your portfolio, the returns are not final and may change based on market fluctuations.

• If the unrealised return is positive, it indicates that your investment's market value has increased, and you would make a profit if you sell at the current price.
• If the unrealised return is negative, it means your investment has decreased in value, but the loss is not realised until you decide to sell.

Unrealised returns give insight into how your current holdings are performing but do not impact your taxable income until the investments are actually sold.