Where can I see the returns on my Managed Portfolios account?

You can see the returns on both an overall account level and on an individual milestone level. 

To view on Milestone level

Once logged into your account, click on the milestone you wish to view, then click on “Past”

On this page, you can see the Time-weighted return percentage, simple return percentage, earnings, dividends, and net deposits. You can also use the calendar drop-down to view the returns for a particular time frame.

On the mobile apps, the return displayed is time-weighted. 

To view on the Account level

Once logged in to your account, click on the View Past Performance link.

On this page you can view the current market value, earnings, return % (time-weighted), net deposits, dividends, and harvested losses if using WiseHarvesting.

How do you calculate returns?

Was this article helpful?