How we estimate the history
For each instrument, we use the day’s average purchase and sale price, weighted by units traded. We also use prices reported with security transfers. We carry the last known price forward to later days and convert currencies using rates for each date. These are estimates, not daily market valuations.
Missing data or an event we cannot reconstruct leaves a gap. “About the data” explains the estimates’ source. Reconstruction does not change recorded provider valuations, the account’s current value or net worth.
Start tracking your finances with Martia
Connect your bank account to track spending automatically, see where your money goes and spot trends — all in one place.
Get started