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P/L Calculation

1. Formula

Stock's Total P/L = Ending Market Value – Beginning Market Value + Total Out – Total In – Total Transaction Fee + Cash Dividend – Withholding Tax – Other Fee

Definitions & formulas

Page	UI Text	Definition & Formula
My Assets > P/L Analysis (P/L on all stocks)	Total P/L	Total profit and loss on all stocks, net of fees Total P/L = Total Profit + Total Loss
	Total Profit	Total profit on all profiting stocks, net of fees
	Total Loss	Total loss on all losing stocks, net of fees
P/L Ranking > P/L Analysis (P/L on a single stock)	Total P/L (Stocks and Derivatives)	Total P/L = Total P/L on Stocks + Total P/L on Derivatives
	Total P/L (Stocks)	Total P/L (Stocks) = Ending Market Value – Beginning Market Value + Total Out – Total In – Total Transaction Fee + Cash Dividend – Withholding Tax – Other Fee
	Market Value	Calculated using the closing price on the beginning/ending settlement date
	Total Out	Buy amounts and their equivalents, including buy transaction amounts and stock inbound transfer amounts
	Total In	Sell amounts and their equivalents, including sell transaction amounts and stock outbound transfer amounts
	Total Transaction Fee	Trading fees, handling fees, and other fees withheld by moomoo, and commissions and platform fees charged by moomoo
	Cash Dividend	Cash dividends from stocks held
	Withholding Tax	Taxes on cash dividends withheld by moomoo
	Other Fee	Currently ADR or CDR fees only

2. Does P/L Analysis include all income and fees?

No, not all sources of income and fees are included in P/L Analysis. The details are as follows:

Cash dividends: included.
Stock/warrant dividends: included. An outflow is considered a purchase.
Transaction fees: included. They consist of commissions and platform fees charged by moomoo, as well as fees and charges withheld by moomoo, such as stamp duties and settlement fees.
Withholding tax: included. It currently consists of ADR or CDR fees only.
Margin interest: not included. Interest accrues on an account's overall deficits and cannot be attributed to a specific stock. Margin interest is paid once every month.

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