What is the financial name which a broker would give to the following returns:

  • invested capital = 1000

  • profit = 2%

  • currentValue1 = 1000*1.02 = 1020 $

  • currentValue2 = 100%+2% = 102%

MarketValue is not the right name for currentValue1, if the position is already closed.

What does currentValue1 and currentValue2 stand for? Are these the gross return, the cash flow or have the two other names (common in financial world)?

  • There are a lot of ways you could refer to the above; it will depend on the context of how you are talking about it. These are not technical enough definitions that there is only one right way to say it. Feb 10, 2021 at 13:45
  • If you can provide further details on how these terms will be used (is this a user guide for software, or a finance textbook, or are you trying to understand the terms 'gross return' and 'cash flow' and trying to check if these match it?), it might make this answerable, but as-is it is quite vague. Feb 10, 2021 at 13:48
  • I have a gain and add it to my base value. Which names will a broker give to these values? Gross profit? Or something else? Net change is wrong because it's base value + net change (for relative value). And market value (for absolute value) is also not right if I have no position.
    – nimo23
    Feb 10, 2021 at 14:00
  • In what context is the broker referring to it? Is this on an annual statement showing year over year return? Is it a status page showing current asset values? There are lots of ways to refer to these. "market value", which you rejected as an answer below, could be correct, especially if it totals value of open positions + available cash. Feb 10, 2021 at 14:04
  • 1
    Total capital could be correct, if it was adding your cash + closed positions, but in that case 'market value' could also be correct. The market value of a bank account with $1,040 in cash is $1,040. "Return capital" doesn't really sound right to me, but a portion of your audience might understand it. Feb 10, 2021 at 14:15

2 Answers 2


$1,000 is investment or cost basis

If the position is still open, $20 is the current gain which is 2% (ROI) and the current or market value would be $1,020.

If the position is closed, it would be called the final value or proceeds from sale.

There are a variety of other interchangeable financial terms to describe the above (profit, gain, yield, return, etc.).

My guess is that this is from a textbook because terms like currentValue1 and currentValue2 tend to come from the academic world.

  • CurrentValue1 stands for MarketValue
  • CurrentValue2 stands for RelativeChange

You don't realize profit/loss, unless you sell the stock. So, there is no cash flow here.

  • MarketValue seems appropriate, but NetChange is wrong. Because the NetChange is 2%. But I ask for the name of "102%".
    – nimo23
    Feb 10, 2021 at 11:58
  • @nimo23, agree with you. I was about to delete my answer as Netchange is not right. I will update with right term. Feb 10, 2021 at 12:01
  • I don't think that MarketValue is the right term for this. What if I already exit the position. There is not marketValue here. Only base value + gain.
    – nimo23
    Feb 10, 2021 at 12:07
  • @nimo23 "What if I already exit the position" then that context changes the answer. Most finance terminology is only semi-technical. By that I mean - it is not always very precise. How you refer to something will differ depending on the context. The way you have asked the question, it is difficult to come up with a single 'correct' answer that will apply in all situations, because those situations will change the common parlance. Feb 10, 2021 at 13:47

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