What Is Net Worth for a Brokerage Account
Net worth for a brokerage account is the total market value of your investments minus any outstanding margin loans or fees. It reflects the actual equity you hold with your broker at a given moment.
How to Calculate Brokerage Account Net Worth
Add the current value of all stocks, bonds, ETFs, and mutual funds in the account. Subtract any debit balance, unsettled trades, or accrued interest. The result is your net worth for that account.
Why Net Worth Matters for Investors
Tracking brokerage net worth helps you measure investment performance and leverage risk. It also provides a clear snapshot of your liquid assets for financial planning and loan eligibility.
For more details on calculating investment net worth, see the Investopedia definition of net worth.
