Investments

Overview

All investment accounts combined

Total investments

$64,363.22

Cost basis

$57,151.04

Unrealized gain/loss

$7,212.18

(12.6%)

Accounts

2

Included in the combined total

Accounts

Each account shown separately

Individual brokerage
Northstar Investing · •••• 9824

$42,180.16

Cost basis

$37,192.40

Gain/loss

$4,987.76(13.4%)

Roth IRA
Northstar Investing · •••• 1809

$22,183.06

Cost basis

$19,958.64

Gain/loss

$2,224.42(11.2%)

Gains and losses
Total unrealized gain/loss across all investment accounts at each sync

Each point is market value minus cost basis, summed across accounts.