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Stock average calculator

Find a quantity-weighted average price across share purchases.

Calculator

Total shares
150.0000
Total acquisition cost
$3,300.00
Weighted average purchase price
$22.00
Current market value
$3,600.00
Unrealized gain or loss before costs
$300.00
Purchase cost by lot
PurchaseSharesPrice ($)Cost ($)
1.0000100.000020.00002,000.0000
2.000050.000026.00001,300.0000

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How this calculator works

Find a quantity-weighted average price across share purchases. Enter one share quantity and price per purchase, keeping the order aligned. An optional current price adds a market value and unrealized gain comparison. The calculation assumes no sales and no changes in share basis between purchases; it excludes commissions and tax adjustments.

Formula

Total shares = sum(purchase quantities). Total cost = sum(quantity × purchase price). Average purchase price = total cost / total shares. Unrealized gain = total shares × current price - total cost.

Worked example

Buying 100 shares at $20 and 50 at $26 costs $3,300 for 150 shares, averaging $22. At $24 current price the unrealized gain is $300. Buying 10 at $10 and 30 at $14 averages $13.

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Frequently asked questions

Why not average the prices directly?

A simple price average gives each purchase equal weight even when quantities differ. This tool weights every price by shares bought.

Can I omit the current price?

Yes. Leave it blank for acquisition totals only. Entering zero explicitly values the holding at zero.

Is this my tax cost basis?

It is an acquisition-price summary. Fees, sales, reinvestments, corporate actions and local tax rules can change reportable cost basis.

Sources

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