Advanced Metrics is a PRO feature and offers deeper insights into the cost basis, gains, and performance of each investment in your portfolio.
Cost Metrics
Total Cost Basis:
For every purchase (Buy transaction or income from mining, airdrop, fork, or dividends):
Total Cost Basis = Total Cost Basis before + Cost of transaction
The cost of a transaction includes fees paid. For income from mining, airdrops, forks, and dividends, the cost of the transaction will depend on the settings you have set up. If you have "Use 0 cost basis for forks, mining & dividends" enabled, the cost basis would be 0. If you have it disabled, the fair market value (FMV) of the coin is obtained. You can edit this setting by going into Settings -> Calculations or by clicking here.
For example, if you received some coins via a fork and at that time the total coins are valued at $100, then $100 is considered the cost of this transaction.
For every sell transaction:
Total Cost Basis = Total Cost Basis before - Cost basis of units sold
The cost basis depends on the order of transactions. For the first Buy transaction, Total Costs Basis = cost of that transaction (including fees). Total Cost Basis is then calculated forward according to the above formulae.
Unit Cost Basis:
Unit Cost Basis = Total Cost Basis / Holdings
Gains Metrics
Unrealized Gains:
Unrealized Gains = Market value - Total Cost Basis
Realized Gains:
Realized Gains = SUM of realized gains of individual sell transactions
Realized gain of individual transactions is:
Proceeds from that transaction - Cost basis of the amount sold
Performance Metrics
% Change:
% Change is simply the unrealized gains as a percentage of the total cost basis. The higher the better.
% Change = Unrealized Gains x 100 / Total Cost Basis
Decision Score:
The decision score is the percentage of sell transactions with positive realized gains. It can range from 0% to 100% (the best).
Decision Score = Number of sells with positive realized gains x 100 / Total number of sells