Why has the ‘Total Invested’ amount on my account summary page changed?
If your reporting currency is in SGD and you have dormant portfolios, you may notice changes in the following on your account summary page:
- Total Invested
- All Portfolios Return
What remains unchanged:
- Current Value of your investments
- Portfolio Holdings
- Individual Portfolio Pages
- Your Syfe Pricing Tier
Glossary:
- Current Value: Market value of all active portfolios based on the last closing prices
- Total Invested: Overall funds transferred in minus funds transferred out from your Syfe account
- All Portfolios Return: Current Value – Total Invested
- Dormant Portfolio: A previously funded portfolio from which you have fully withdrawn
- Active Portfolio: A currently funded portfolio
Understanding the formula update:
Example 1 – Dormant portfolio made a gain
- You invested $10,000 each into Portfolios X and Y.
- Portfolio Y grew to $10,100, then you withdrew the full amount (dormant).
- Portfolio X remains at $10,000.
| Before update | After update |
|---|---|
| Current Value: $20,100 | Current Value: $20,100 |
| Total Invested: $20,100 | Total Invested: $20,000 |
| All Portfolios Return: $0 | All Portfolios Return: $100 |
The new formula now includes realised gains/losses from dormant portfolios, giving a more accurate reflection of your total returns.
Example 2 – Dormant portfolio made a loss
- You invested $10,000 each into Portfolios A and B.
- Portfolio B fell to $9,900, then you withdrew it fully (dormant).
- Portfolio A remains at $10,000.
| Before update | After update |
|---|---|
| Current Value: $19,900 | Current Value: $19,900 |
| Total Invested: $19,900 | Total Invested: $20,000 |
| All Portfolios Return: $0 | All Portfolios Return: –$100 |
The new formula now shows the original amount you invested and reflects the realised loss from Portfolio B.
Why this change matters:
Previously, returns from dormant portfolios were excluded, resulting in inaccurate tracking. The new formula ensures your account summary reflects your total invested capital and actual portfolio returns, inclusive of any gains or losses from portfolios you've closed.
Note: Should you wish to have your dormant portfolios removed (i.e. have the values represent only your current active portfolios) — you may reach out to our Client Success Team via email to support.sg@syfe.com.
