What Investment Net Worth Means
Investment net worth is the total value of your investment accounts and holdings minus any debts or loans tied to them. It shows the portion of your wealth built through investments such as stocks, bonds, mutual funds, ETFs, and retirement accounts.
How to Find the Current Value of Your Investments
Check your brokerage, retirement, and investment app dashboards for latest balances. For publicly traded assets, use the current market price multiplied by your shares. For mutual funds or ETFs, use the latest net asset value published on the fund provider website or the U.S. Securities and Exchange Commission.
Simple Steps to Calculate Investment Net Worth
List every investment account and asset, then write down its current value. Add up all investment values. Next, list any investment-related debts, such as margin loans. Subtract the debts from the total investment value. The result is your investment net worth, which you can update regularly to track progress.
