Portfolio value vs holdings

Hi, Accointing is a great tool. Can anybody explain the difference between portfolio value vs holdings? (My holdings are 20% higher than my portfolio value). Thank you very much.

Hi @alsoza :wave:. Thanks for the compliment :grin:!

The portfolio value is your actual value (realize + unrealized gains at the moment), while holdings are a chart of portfolio value vs time. Check out this article to learn more about the overview page:

You need to go to your Review page to get that fixed. Here’s an article that explains this a bit better: Calculated and Actual Balance on the Accointing.com Platform