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'd be entitled to withdraw if you canceled your Raise Investment subscription.
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. Most important, this value includes our initial investment, which we recoup when you cancel your subscription. During the first few months of your subscription, it's possible for this number to be less than the initial amount.
Take-home Value – The actual amount available for withdrawal when you cancel your subscription. It will never be less than $0 and is what you're entitled to when you decide to cancel.