Concepts

The ideas behind the numbers: cost basis, realized vs. unrealized, and more.

A realized gain is locked in when you sell; an unrealized gain is still on paper. The difference changes how you read your portfolio and your taxes.

Jul 30, 20262 min read

Cost basis is what you paid for a holding, and it sets your taxable gain. Here is how it works, how averaging and lots change it, and why it matters.

Jul 28, 20263 min read