Profit Potential Formula
Understanding the Profit Potential calculation in AssetView for measuring unrealized gains and investment opportunities.
AssetView Profit Potential to measure performance and compare returns across disparate accounts, assets, and asset classes. The figure is a summation of realized gains, unrealized gains, and income. The unrealized gain is based on asset liquidation at either a market value (if known) or a liquidation value that AssetView employs from a recent transaction.
Example:
Realized Gain $1,000 + Income $200 = Profit $1,200
Profit $1,200 + Unrealized Gain $400 = Profit Potential $1,600.