Stock
Stock Average Calculator
Average cost per share across multiple buys (averaging down or up), total shares and break-even price.
Average = Σ(shares × price) ÷ Σ shares
Also called average down calculator · average cost per share
Investing & Trading · 9 calculators
Stock Calculators
Stock profit and loss, average cost, total return, P/E ratio, earnings yield, cost basis and position sizing.
Stock
Stock Profit Calculator
Profit or loss on a stock trade after commissions, with percentage return — works for any asset you buy and sell.
P/L = shares × (sell − buy) − fees
Also called stock gain calculator · profit loss calculator
Stock
Stock Return Calculator
Total and annualized return on a stock including dividends received — capital gain plus income.
Total return = (price change + dividends)…
Also called total return calculator · stock total return
Stock
Dividend Yield Calculator
Dividend yield: annual dividends per share as a percentage of the current share price.
Yield = annual dividend ÷ price × 100
Also called dividend yield · yield calculator
Stock
Earnings Yield Calculator
Earnings yield (EPS ÷ price) — the inverse of the P/E ratio — to compare stocks with bond yields.
Earnings yield = Earnings per share ÷ Sha…
Also called e/p ratio · earnings yield
Stock
P/E Ratio Calculator
Price-to-earnings (P/E) ratio from share price and earnings per share, plus the earnings yield.
P/E ratio = Share price ÷ Earnings per sh…
Also called price to earnings · pe calculator
Stock
Cost Basis Calculator
Cost basis and gain for shares sold using FIFO or average cost across several purchase lots.
FIFO: earliest lots are sold first
Also called tax basis · fifo cost basis
Stock
Break-Even Price Calculator
Price an asset must reach to break even after buying, fees and any losses — for stocks, options and crypto.
Break-even = buy price + fees ÷ quantity
Also called break even stock price · breakeven price trading
Stock
Position Size Calculator
How many shares or units to buy so a stop-loss hit risks only a set percentage of your account.
Units = (account × risk %) ÷ |entry − sto…
Also called position sizing · risk per trade
Key stock formulas
| Stock Average | Average = Σ(shares × price) ÷ Σ shares |
|---|---|
| Stock Profit | P/L = shares × (sell − buy) − fees |
| Stock Return | Total return = (price change + dividends) ÷ buy price |
| Dividend Yield | Yield = annual dividend ÷ price × 100 |
| Earnings Yield | Earnings yield = Earnings per share ÷ Share price × 100 |
| P/E Ratio | P/E ratio = Share price ÷ Earnings per share (EPS) |
| Cost Basis | FIFO: earliest lots are sold first |
| Break-Even Price | Break-even = buy price + fees ÷ quantity |
| Position Size | Units = (account × risk %) ÷ |entry − stop| |