Investment Loss Calculator
Get a quick, private estimate of two ways investment losses are measured in FINRA arbitration. This is a starting point, not a case valuation. The only way to know what your claim is worth is to have it evaluated.
Two Common Measures of Investment Damages
Investors often think of their loss as the money that simply disappeared. Arbitration recognizes that, but it also recognizes a second measure: what a suitably managed account would have been worth over the same period. Enter your figures below to see both. Nothing you type is sent anywhere or stored.
Your Estimate
Important. This calculator provides a rough illustration for general educational purposes only. It is not legal advice, not financial advice, and not an estimate of what your claim is worth or what you may recover. Actual damages depend on the specific facts, the applicable damages theory, the appropriate benchmark, fees, distributions, taxes, and many other factors that only a case-specific review can address. Using this tool does not create an attorney-client relationship. For an actual evaluation, request a free consultation.
How Damages Are Actually Measured
Out-of-Pocket Loss
The most intuitive measure: the difference between what you invested and what the investment is worth now. It captures the direct decline in your principal but ignores the opportunity cost of being in the wrong investment.
Well-Managed Portfolio
A measure frequently used in FINRA arbitration that asks what a suitable, properly managed account would have been worth over the same period. The gap between that figure and your current value reflects the harm from the unsuitable strategy, not just the raw loss.
A Calculator Cannot Value Your Claim. A Forensic Review Can.
Jorge L. Riera evaluates the real measure of your losses using the same financial analysis the firm brings to every case. The consultation is free and confidential.
Request a Free Case EvaluationJorge L. Riera, Esq., CPA, CGMA, MAcc · Former SEC Senior Enforcement Counsel · FINRA NAMC Public Member & Expungement Subcommittee Chair · AV Preeminent (Martindale-Hubbell) · Avvo 10.0 · PLI Securities Arbitration Faculty 2026 · Contingency Fee Representation
Case costs and expenses are payable from any recovery as provided in the written engagement agreement.
Investment Loss Calculator
Get a quick, private estimate of two ways investment losses are measured in FINRA arbitration. This is a starting point, not a case valuation. The only way to know what your claim is worth is to have it evaluated.
Two Common Measures of Investment Damages
Investors often think of their loss as the money that simply disappeared. Arbitration recognizes that, but it also recognizes a second measure: what a suitably managed account would have been worth over the same period. Enter your figures below to see both. Nothing you type is sent anywhere or stored.
Your Estimate
Important. This calculator provides a rough illustration for general educational purposes only. It is not legal advice, not financial advice, and not an estimate of what your claim is worth or what you may recover. Actual damages depend on the specific facts, the applicable damages theory, the appropriate benchmark, fees, distributions, taxes, and many other factors that only a case-specific review can address. Using this tool does not create an attorney-client relationship. For an actual evaluation, request a free consultation.
How Damages Are Actually Measured
Out-of-Pocket Loss
The most intuitive measure: the difference between what you invested and what the investment is worth now. It captures the direct decline in your principal but ignores the opportunity cost of being in the wrong investment.
Well-Managed Portfolio
A measure frequently used in FINRA arbitration that asks what a suitable, properly managed account would have been worth over the same period. The gap between that figure and your current value reflects the harm from the unsuitable strategy, not just the raw loss.
A Calculator Cannot Value Your Claim. A Forensic Review Can.
Jorge L. Riera evaluates the real measure of your losses using the same financial analysis the firm brings to every case. The consultation is free and confidential.
Request a Free Case EvaluationJorge L. Riera, Esq., CPA, CGMA, MAcc · Former SEC Senior Enforcement Counsel · FINRA NAMC Public Member & Expungement Subcommittee Chair · AV Preeminent (Martindale-Hubbell) · Avvo 10.0 · PLI Securities Arbitration Faculty 2026 · Contingency Fee Representation
Case costs and expenses are payable from any recovery as provided in the written engagement agreement.
Investment Loss Calculator
Get a quick, private estimate of two ways investment losses are measured in FINRA arbitration. This is a starting point, not a case valuation. The only way to know what your claim is worth is to have it evaluated.
Two Common Measures of Investment Damages
Investors often think of their loss as the money that simply disappeared. Arbitration recognizes that, but it also recognizes a second measure: what a suitably managed account would have been worth over the same period. Enter your figures below to see both. Nothing you type is sent anywhere or stored.
Your Estimate
Important. This calculator provides a rough illustration for general educational purposes only. It is not legal advice, not financial advice, and not an estimate of what your claim is worth or what you may recover. Actual damages depend on the specific facts, the applicable damages theory, the appropriate benchmark, fees, distributions, taxes, and many other factors that only a case-specific review can address. Using this tool does not create an attorney-client relationship. For an actual evaluation, request a free consultation.
How Damages Are Actually Measured
Out-of-Pocket Loss
The most intuitive measure: the difference between what you invested and what the investment is worth now. It captures the direct decline in your principal but ignores the opportunity cost of being in the wrong investment.
Well-Managed Portfolio
A measure frequently used in FINRA arbitration that asks what a suitable, properly managed account would have been worth over the same period. The gap between that figure and your current value reflects the harm from the unsuitable strategy, not just the raw loss.
A Calculator Cannot Value Your Claim. A Forensic Review Can.
Jorge L. Riera evaluates the real measure of your losses using the same financial analysis the firm brings to every case. The consultation is free and confidential.
Request a Free Case EvaluationJorge L. Riera, Esq., CPA, CGMA, MAcc · Former SEC Senior Enforcement Counsel · FINRA NAMC Public Member & Expungement Subcommittee Chair · AV Preeminent (Martindale-Hubbell) · Avvo 10.0 · PLI Securities Arbitration Faculty 2026 · Contingency Fee Representation
Case costs and expenses are payable from any recovery as provided in the written engagement agreement.