Stock Average Cost Calculator

Combine purchase history or plan an additional buy to see a weighted average cost, unused cash, and the price change required to break even.

This calculator tracks weighted average purchase cost and is not a tax-lot accounting tool.
Method v1.0Reviewed Aug 5, 2026View methodology →
Cost basis

Combine purchases or plan the next one

Calculation mode
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Advanced settings
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How to use

From inputs to a result you can review

  1. Choose Quick Purchase Plan or Transaction History.
  2. Enter current holdings and a planned buy, or list each purchase with fees.
  3. Add a current price to see unrealized profit or loss and recovery percentage.
  4. Review the formula before using the result in a plan.

Known limitations

What this calculation does not know

  • MVP handles purchases only; it does not process sales.
  • FIFO, LIFO, specific-lot accounting, and tax rules are excluded.
  • Market price is entered manually and is not a live quote.
  • Fees are included only where entered.

Educational calculation only. This is not personalized investment, trading, or tax advice.

Formula reviewed

Method version 1.0

Calculation logic reviewed against the published methodology and automated test cases. Last updated August 5, 2026.

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