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Q. How is my total return percentage calculated?

A return is how much you gain or lose on either a single investment or an entire portfolio. You can calculate it as both a specific dollar amount or a percentage. Here’s how. For your investment positions Dollar: [current value] –…

Q. Why did my total return percentage next to my portfolio change recently?

On March 9, 2018, we updated the formula we use to calculate your total returns. This formula will no longer subtract withdrawals from your total Cash deposited when calculating the amount you have deposited. This means if you made a withdrawal,…
Q. Why can’t I add more investments to my Set Schedule?

You may have reached the Set Schedule investments limit. Stash has a limit of 500 Set Schedule allocations for all Stashers to avoid an error that could put your Set Schedules at risk of not executing. To add new investments to Set Schedule,…

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