Cost Basis Calculator
Work out cost basis and realised gain across multiple purchases and sales, by average cost or FIFO.
Calculate cost basis and realised gain
Stock Calculators
Average cost per share, trade profit after commission, and dividend income projections.
Share positions accumulate. You buy some, add more later at a different price, and the cost basis becomes a weighted average rather than anything you can work out in your head. That average is what unrealised profit is measured against, and what a broker reports.
These calculators cover the three figures that come up most often: average cost per share across multiple purchases, net profit on a completed trade once commission and dividends are included, and what a dividend-paying holding produces over time with or without reinvestment.
Tax is excluded throughout. Dividends and capital gains are usually taxed differently and at rates that depend on your circumstances and jurisdiction.
All stocks calculators
9 calculators in this category.
Stock Split Calculator
Adjust share count and cost basis for a forward or reverse split, including the cash paid for fractional shares.
Calculate a split adjustment
Market Cap Calculator
Calculate market capitalisation and enterprise value from share count, price, debt and cash.
Calculate market cap and enterprise value
P/E Ratio Calculator
Calculate price-to-earnings, earnings per share, the PEG ratio and earnings yield from figures you enter.
Calculate the P/E and PEG ratios
ROI Calculator
Calculate return on investment as a percentage and annualised, net of costs, for any completed position.
Calculate return on investment
Holding Period Return Calculator
Calculate total return including income received, and the annualised equivalent over the period held.
Calculate holding period return
Stock Average Price Calculator
Add each purchase to calculate total shares, total cost and the weighted average cost per share.
Calculate average cost per share
Stock Profit Calculator
Calculate profit on a share trade after commission and dividends, with ROI and annualised return.
Calculate stock trade profit
Dividend Calculator
Project dividend income over time with optional dividend growth, share price growth, tax and reinvestment.
Project dividend income
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A good place to begin in this category.