Cost basis
Cost basis is the amount allocated to a holding or lot after user-declared transactions and applicable corporate-action adjustments.
Plain-language meaning
Cost basis is the amount allocated to a holding or lot after user-declared transactions and applicable corporate-action adjustments.
Why it is useful
Cost basis is useful as descriptive evidence when it is compared on the same definition, source, period, unit and exact listing. It is one input to research, not a verdict.
Where it appears in XMarketRadar
Look for Cost basis in Portfolio Analytics, Risk Cockpit, holding analysis, performance views and relevant screeners.
How it is calculated or sourced
Cost basis is sourced or derived according to the definition shown above and the screen's disclosed provider, inputs, window and as-of time. Missing required inputs produce an unavailable result.
Inputs, period and unit
Read the disclosed inputs or source, observation period, bar interval, unit, native currency and scale. A value without its source and as-of context is incomplete; unlike units must not be combined.
Worked example
Illustrative only: a user reviews Cost basis over a stated 20-bar or FY2026 period, checks the displayed source, unit and as-of date, and keeps an absent field as — rather than guessing 0.
What high and low mean
A higher or lower Cost basis value is descriptive, not automatically good or bad. Meaning depends on the instrument, comparison period, method and related evidence.
Positive, negative and genuine zero
Positive and negative Cost basis values retain the definition shown here. A genuine reported or computed zero is displayed as 0 and is not the same as missing evidence.
Limitations and common mistakes
Cost basis may differ by provider definition, observation time, instrument and venue. Common mistakes are dropping units or dates, comparing unlike scopes, and treating a missing value as zero.
Market-specific differences
The concept is used across all supported markets, but currency, price scale, session calendar, source field and regulatory definition can differ. XMarketRadar preserves the exact exchange context.
Suggested next steps
Open the related Portfolio and risk terms below, then follow the matching Help Centre task guide and inspect Cost basis on an exact exchange listing. Confirm source, as-of time, units and unavailable reason before using it in research.
Educational information only; not investment advice or an order service.
This Cost basis tutorial is educational and descriptive. It is not investment advice, a price prediction, a recommendation, or an instruction to buy, sell, rebalance or place an order.