Stock position calculator
Stock Average Cost Calculator
Enter your current average cost and planned purchases to calculate the new average, total investment, and break-even move.
Set a target average cost to see the additional shares and cash required at your expected purchase price.
Fill the current stock price automatically.
Current position
Display currency
Planned purchases
Calculated result
Enter the current average cost and shares held to see the result.
Solve for a target average cost.
Enter the desired average and expected purchase price to calculate the required shares and cash.
Enter the current position, target average, and expected purchase price.
Check the risk before adding shares.
A lower average cost also increases the capital and risk concentrated in one stock. Review whether the decline reflects temporary trading pressure or weaker business fundamentals.
The calculator adds current and planned investment, then divides the total by all shares.
Fees and taxes are excluded. This calculator does not provide investment advice.
Stock average calculator
How is a new stock average cost calculated?
Add the current position cost and planned purchase cost, then divide by the combined share count.
How many shares are needed to reach a target average?
The calculator solves the weighted average equation using your current position, target average, and expected purchase price.
Can this calculate several purchases?
Yes. Add as many planned purchase rows as needed and the calculator combines all valid rows.
Are fees and taxes included?
No. Brokerage fees and taxes vary by account and market, so they are excluded.