PortTrak - Moving Cash

The Move Cash Button affects the amount of money that PortTrak uses to calculate your entire portfolio return. Whenever you add any of your money to the portfolio, or pull money out of the portfolio, you use the Move Cash Button.

For example, if your original investment was $25,000, then you would move $25,000 into the portfolio. If this generates $350 in interest, this is not "Moved" into the portfolio, since it is return off of the original $25,000. Likewise, an interest payment of $120 would not be "Moved" out, since you still have made an original $25,000 investment. The only way you would use the Move Cash is if you take more money and add it to the portfolio, or if you pull some cash out of the portfolio for other purposes. These things affect the amount of money that would be considered Original Investment.

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