*** **Share:** Set of assets or capital that are contributed to a company or a company. **Position:** A position is **the amount of a security, asset, or property that is owned (or [sold short](https://www.investopedia.com/terms/s/shortsale.asp)) by some individual** or other entity. A trader or investor takes a position when they make a purchase through a buy order, signaling [bullish](https://www.investopedia.com/terms/b/bull.asp) intent; or if they sell short securities with bearish intent. **Contributed capital:** The cash and other assets that shareholders have given a company in exchange for stock. **Brokerage Account:** A brokerage account is an **investment account held at a licensed brokerage firm**. An investor deposits funds into their brokerage account and the brokerage firm transacts orders for investments such as stocks, bonds, mutual funds, and [exchange-traded-funds (ETFs)](https://www.investopedia.com/terms/e/etf.asp) on their behalf. ^961376 **Account Statement:** An account statement itemizes the [transactions](https://www.accountingtools.com/articles/transaction) that occurred within an [account](https://www.accountingtools.com/articles/what-is-an-account.html) over a specified period of time. It is typically generated for a calendar month, but can be created for any span of time. **Bank Statement:** A bank statement is a document prepared by your financial institution each month. With a bank statement, you can see all of the income and spending activity related to the account. **Investment Instrument:** An investment instrument is any type of financial arrangement that provides the holder or recipient with the promise of earning some sort of return from that investment. **Investment Portfolio (IP):** An investment portfolio is a **collection of invested assets** such as stocks, bonds and funds. ^da36d2 **Cost Basis:** Cost basis is the original price that an asset was acquired, for tax purposes. Capital gains are computed by calculating the difference from the sale price to the cost basis. ^e13b9e **Market Value:** Market value is the price an asset fetches in the market, and is commonly used to refer to market capitalization. **Market values are dynamic in nature** because they depend on an assortment of factors, from physical operating conditions to economic climate to the dynamics of demand and supply. ^f27dcf **Current Market Value:** The current market value (CMV) gives parties interested in making a transaction the approximate current resale value for a financial instrument or asset. ^cf22cc **Return on Investment (ROI):** A popular profitability metric used to **evaluate how well an investment has performed**. ROI is expressed as a percentage and is calculated by dividing an investment's **current market value** by its **cost basis**. **Monthly Return on Investment:** Evaluates how well an investment has performed in a given month. **Monthly returns can be useful to investors in assessing short-term performance and determining the characteristics of their portfolio**. **Brokerage Account**: A brokerage account is an investment account held at a licensed brokerage firm. An investor deposits funds into their brokerage account and the brokerage firm transacts orders for investments such as stocks, bonds, mutual funds, and [exchange-traded-funds (ETFs)](https://www.investopedia.com/terms/e/etf.asp) on their behalf. *** **References**: - [What Is an Investment Instrument?](https://www.smartcapitalmind.com/what-is-an-investment-instrument.htm) - [What Is a Brokerage Account? Definition, How to Choose, and Types](https://www.investopedia.com/terms/b/brokerageaccount.asp) - [Contributed Capital: Definition, How It's Calculated, Example](https://www.investopedia.com/terms/c/contributed-capital.asp) - [Investment Portfolio: What It Is and How to Build a Good One](https://www.nerdwallet.com/article/investing/investment-portfolio) - [What Is Market Value, and Why Does It Matter to Investors?](https://www.investopedia.com/terms/m/marketvalue.asp) - [Current Market Value (CMV)](https://www.investopedia.com/terms/c/cmv.asp) - [Cost Basis: What It Is, How To Calculate, and Examples](https://www.investopedia.com/terms/c/costbasis.asp) - [Return on Investment (ROI): How to Calculate It and What It Mean](https://www.investopedia.com/terms/r/returnoninvestment.asp) ^87a5b5 - [What Is a Brokerage Account? Definition, How to Choose, and Types](https://www.investopedia.com/terms/b/brokerageaccount.asp) - [How to Calculate a Monthly Return on Investment](https://www.fool.com/investing/how-to-calculate/monthly-return-on-investment/) - [Position Definition—Short and Long Positions in Financial Markets](https://www.investopedia.com/terms/p/position.asp) - [Account statement definition](https://www.accountingtools.com/articles/account-statement) - [What Is a Bank Statement?](https://www.thebalancemoney.com/what-is-a-bank-statement-5092371)