Stock Average Cost Calculator
Calculate your new average cost per share after purchasing additional stocks
Stock Average Cost Calculator
Calculate your new average cost after purchasing additional shares
How to Calculate Stock Average Cost
The Stock Average Cost Calculator is an essential tool for investors to calculate and track their average cost per share after making additional stock purchases. This stock calculator helps you understand how new purchases affect your average cost basis and overall investment position in a stock.
Table of Contents
Understanding Stock Average Cost
- Calculates your average cost basis per share across multiple stock purchases
- Helps track your stock position's break-even point
- Provides a baseline for measuring stock investment gains or losses
- Assists in stock trading tax calculations and reporting
- Enables better decision-making when averaging down or up on stock positions
Stock Average Cost Calculation Method
The Stock Average Cost Calculator uses these precise formulas to determine your new stock position:
Total Stock Shares:
Total Shares = Current Stock Shares + Additional Stock Shares
Total Stock Investment:
Total Investment = (Current Shares × Current Stock Cost) + (Additional Shares × New Stock Purchase Price)
New Stock Average Cost:
New Average Cost Per Share = Total Stock Investment ÷ Total Stock Shares
Stock Cost Change Percentage:
Cost Change = ((Current Stock Cost - New Stock Average Cost) ÷ Current Stock Cost) × 100%
Using the Stock Average Cost Calculator
- Calculating new stock position costs when dollar-cost averaging
- Evaluating how additional stock purchases affect your average cost basis
- Planning stock investment strategies during market dips
- Rebalancing your stock portfolio and tracking position costs
- Making informed decisions about averaging down your stock positions
Stock Average Cost Examples
Stock Average Cost Calculator Example:
Initial Stock Position:
- Current Stock Shares: 100
- Current Stock Cost: $50.00 per share
- Initial Stock Investment: $5,000.00
Additional Stock Purchase:
- Additional Stock Shares: 50
- New Stock Purchase Price: $45.00 per share
- Additional Stock Investment: $2,250.00
New Stock Position Results:
- Total Stock Shares: 150
- Total Stock Investment: $7,250.00
- New Stock Average Cost: $48.33 per share
- Stock Cost Reduction: 3.34%