📊 Investment Tracking Tool

Stock Average Calculator

Compute your average stock purchase price across multiple transactions

Track your stock purchases at different prices and instantly calculate your average cost per share, total investment, and potential gains or losses.

Add Purchase

Current Market Price

Purchase History

Purchase 1
100 shares @ ₹150.00
Total: ₹15,000.00
Purchase 2
50 shares @ ₹140.00
Total: ₹7,000.00

Investment Summary

Total Shares
150
Average Price
146.67
Total Investment
22,000.00
Current Value
24,000.00

Performance

Total Gain/Loss:+2,000.00
Return:+9.09%

Break-Even Analysis

Your average cost per share is 146.67

To break even, the stock price needs to be at least 146.67 per share.

Current Market Price:160.00
Break-Even Price:146.67
Difference:+13.33

💡 Tip: Add all your stock purchases to see your true cost basis and make informed decisions.

Understanding Stock Averaging

What is Stock Averaging?

  • Buy additional shares at different price points over time
  • Reduces impact of volatility on your investment
  • Calculate weighted average cost of all purchases
  • Helps determine your true cost basis for tax purposes

Why Average Your Stocks?

  • Lower your average cost when buying dips
  • Take advantage of market volatility
  • Build positions gradually with less risk
  • Reduce emotional decision-making

The Average Price Formula

The average price is calculated using a weighted average formula:

Average Price = Total Investment / Total Shares
  • Total Investment: Sum of (Quantity × Price) for all purchases
  • Total Shares: Sum of all quantities purchased

This weighted average gives you the true cost per share, accounting for different quantities purchased at different prices.

Important Considerations

  • Don't chase losses - Only average down if company fundamentals remain strong
  • Set limits - Define maximum position size to avoid over-concentration
  • Consider fees - Brokerage fees can add up with multiple transactions
  • Tax implications - Average cost basis affects capital gains calculations

Stock Averaging Strategies

Average Down

Buy more shares when price drops below your average to lower overall cost basis.

Average Up

Continue buying as price rises when confident in long-term growth potential.

Dollar-Cost Averaging

Invest fixed amounts at regular intervals regardless of price to build position steadily.

Why Our Stock Average Calculator Stands Out

Unlimited Transactions

Add as many stock purchases as you need to track. Perfect for averaging down strategies or tracking complex position building over time.

Real-Time Profit/Loss

Enter current market price to instantly see your unrealized gains or losses, total return percentage, and profit per share.

Transaction Breakdown

View detailed breakdown of each purchase with clear visualization showing how each transaction contributes to your average cost.

How to Use the Stock Average Calculator

1

Add Your Stock Purchases

Enter each stock purchase by providing the quantity bought and the price per share. Add as many transactions as needed to track your complete position.

2

View Your Average Cost

The calculator instantly computes your weighted average cost per share, total shares owned, and total investment amount.

3

Enter Current Market Price

Input the current trading price to see your unrealized profit or loss, percentage returns, and breakeven analysis.

4

Make Informed Decisions

Use the insights to decide whether to hold, buy more to average down, or exit the position based on your investment strategy.

Frequently Asked Questions

How is stock average calculated?

Stock average is calculated using weighted average formula: Total Investment Amount ÷ Total Number of Shares. For example, if you bought 10 shares at ₹100 and 5 shares at ₹120, your average price is (₹1000 + ₹600) ÷ 15 = ₹106.67 per share.

When should I average down on a stock?

Average down only if the company's fundamentals remain strong and you believe the price drop is temporary. Never average down a fundamentally weak stock just to lower your cost. Set a maximum position size limit to avoid over-concentration in one stock.

Is averaging up a good strategy?

Yes, averaging up (buying more as price rises) can be beneficial when you have high conviction in a stock's long-term prospects. Many successful investors add to winning positions. It's often better to add to winners than to try recovering losses from poor investments.

How does this help with taxes?

The average cost is your cost basis for tax purposes in most jurisdictions. When you sell shares, capital gains are calculated based on this average cost. Knowing your accurate average helps in tax planning and determining holding period for tax-efficient selling.

Should I include brokerage fees in my calculations?

Yes, for accurate cost basis tracking, include all transaction costs (brokerage, taxes, charges). This gives you the true average cost and helps make better decisions about when to exit. Some brokers automatically include these in your purchase price.

What's the difference between averaging and dollar-cost averaging?

Stock averaging is buying more shares at different prices opportunistically. Dollar-cost averaging (DCA) is investing fixed amounts at regular intervals regardless of price. DCA is more disciplined and systematic, while averaging is typically reactive to market movements.