Where can I see the returns on my 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 into 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?

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