Definition
Represents the percentage change between your initial account balance and the current account balance, reflecting the overall profitability of your trades and adjustments.

Formula
Accumulative Return % = ((Current Account Balance – Initial Account Balance) / Initial Account Balance) * 100

Example
Let’s say:

• Your initial account balance was $5000.
• Your current account balance is $6200 (after trades and adjustments).

Your Accumulative Return % would be: (($6200 – $5000) / $5000) * 100 = 24%

Key Points

• Overall Performance: Provides a broad view of your account’s financial growth or decline over time.

Considerations

• Accurate Adjustments: It is essential to add your account adjustments (deposits, withdrawals, etc.) under the portfolio adjustments section of TraderSync for accurate calculation.
• Broker Discrepancies: Differences in how brokers report account adjustments can lead to variations between your TraderSync balance and the broker’s balance.
• Initial Balance: If you do not record any account adjustments, the system will assume a $0 initial balance.