Finance and Business
Stock Average Calculator
Stock Average Calculator combine multiple purchase lots to calculate total shares, total cost basis, weighted average price, and unrealized gain or loss.
Finance and Business
Stock Average Calculator
Combine multiple purchase lots to calculate total shares, total cost basis, weighted average price, and unrealized gain or loss.
Formula
Average cost per share = sum(shares x price + lot fee) / sum(shares).
About the Stock Average Calculator
Combine multiple purchase lots to calculate total shares, total cost basis, weighted average price, and unrealized gain or loss.
How the Stock Average Calculator Works
Each line is parsed as shares, purchase price, and optional fee; lot costs are summed before division so larger lots receive their correct weight.
Formula
Average cost per share = sum(shares x price + lot fee) / sum(shares).
The calculation runs in your browser. Values are validated for required ranges, compatible units, and method-specific restrictions before results are displayed.
Required Inputs
- Purchase lots: shares, price, optional fee (required).
- Current market price per share (required).
Results Reported
The result panel reports the final answer and the intermediate quantities needed to check the calculation:
- Total shares
- Total cost basis (currency)
- Average cost per share (currency)
- Market value (currency)
- Unrealized gain or loss (currency)
- Unrealized return (%)
Stock Average Calculator Example
Select Example Data in the calculator to load this reproducible input set:
| Input | Example value |
|---|---|
| Purchase lots: shares, price, optional fee | 100, 20, 5
50, 26, 3
75, 18, 4 |
| Current market price per share | 24 |
How to Use the Calculator
- Confirm that the calculator title and formula match the quantity you need.
- Enter every required value using the unit shown with its field.
- Select Example Data to inspect a valid input set, or enter your own values and select Calculate.
- Review all reported values and the displayed formula before using the answer.
- Use Copy Result or Download CSV when you need a reusable record.
Accuracy and Limitations
This is a simple purchase-lot basis and does not apply jurisdiction-specific tax rules, wash sales, stock splits, return of capital, currency conversion, or lot-selection methods.
Keep units consistent, use measurements that represent the actual situation, retain full precision during the calculation, and round only the final answer. Professional decisions may require current official rules, field measurements, laboratory methods, or specialist review.
Frequently Asked Questions
What does the Stock Average Calculator calculate?
Combine multiple purchase lots to calculate total shares, total cost basis, weighted average price, and unrealized gain or loss.
Which formula does the Stock Average Calculator use?
Average cost per share = sum(shares x price + lot fee) / sum(shares). Each line is parsed as shares, purchase price, and optional fee; lot costs are summed before division so larger lots receive their correct weight.
What should I check before using the Stock Average Calculator result?
This is a simple purchase-lot basis and does not apply jurisdiction-specific tax rules, wash sales, stock splits, return of capital, currency conversion, or lot-selection methods.