investing calculators

Cost Basis Calculator

Calculate average cost basis for multiple purchases

About this calculator

A cost basis calculator helps investors determine the average price paid for securities purchased at different times and prices. This tool is essential for calculating capital gains or losses when selling investments, as it provides the weighted average cost per share across multiple purchase transactions. Accurate cost basis calculation is crucial for tax reporting, investment performance analysis, and making informed decisions about when to buy or sell securities.

How to use

Enter each purchase transaction including the number of shares bought and the price per share for each transaction. The calculator will automatically compute your total investment amount and average cost basis per share. Add as many transactions as needed to get your complete average cost basis across all purchases.

Frequently asked questions

What is cost basis and why is it important?

Cost basis is the average price you paid for an investment, used to calculate capital gains or losses for tax purposes.

How does the calculator handle different purchase dates?

The calculator focuses on weighted average cost regardless of purchase dates, combining all transactions into one average price.

Can I use this for stocks, ETFs, and mutual funds?

Yes, this calculator works for any investment where you make multiple purchases at different prices over time.