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 Returns

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On this page you can see the Return percentage (Time Weighted), earnings, dividends and market changes.

 

To view on Account Level

Once logged into your account, click on the View Past Performance link

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

Returns Calculation

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