When reviewing your Raise Investment account, you may see a difference between market value and take-home value. Understanding this distinction ensures you have a clear picture of what your investment is worth and what you can withdraw.
Key Differences
Market Value – The total value of your portfolio based on current market prices. It fluctuates daily with market movements and includes unrealized gains or losses.
Take-Home Value – The actual amount available for withdrawal, factoring in remaining principal obligations, pending transactions, or fees.
Why It Matters
Market fluctuations impact market value but don’t always affect take-home value immediately.
Take-home value reflects what you can actually withdraw.
Considering both values helps you avoid unexpected shortfalls when making financial decisions.