The Investment P/L report tracks the total gains or losses your portfolio has made over your selected timeframe. 

Investment segment filters:

• Equity
• ETFs

You can track your investment P/L with these key metrics:

• Total P/L: The sum of your realized and unrealized profit and loss which includes gains and losses from transactions realized within a set timeframe, alongside your unrealized gains or losses for all your current holdings
• Realised P/L: Actual profits or losses locked in from sold assets during the selected duration 
• Unrealised P/L: Reflects your current gains or losses for all your holdings 
• Dividend: Eligible dividend income during the selected date range  
• Charges: Transaction charges and taxes incurred during the selected date range 

Note: The selected date range is the duration you entered while accessing the P/L report.