Stock Profit & Loss Calculator
Profit on a share trade after costs, with the annualised return alongside the total. A 30% gain over five years is a very different result from the same gain in one, and only the annualised figure says which.
Also called: share profit calculator, stock gain calculator.
$6,000.00 on $20,000.00 invested, a return of 30%. Held for 1 years that annualises to 30%.
An estimate, not an offer or a guarantee. Projected returns assume the rate you entered holds for the whole term, which no market does.
This is what the calculation gives for the numbers you entered. It is an estimate, not advice, and it knows nothing about your situation beyond those numbers. Rules for United States change on a published schedule; the effective date is shown on every rule-based tool.
How this is calculated
Profit is the difference in price times the shares, less every charge on both sides. The total return divides that by what you put in. The annualised return compounds it back over the holding period, which is the only way to compare trades of different lengths, and it is where most reported returns quietly flatter themselves by omitting the time.
profit = shares * (sell - buy) - costs; annualised return compounds the total return over the years held- q
- Shares (shares)
- P_b
- Buy price (currency)
- P_s
- Sell price (currency)
- c
- Costs (currency)
- t
- Years held (years)
Method and limits
What it assumes
- No dividends received. Add them to proceeds if there were any.
What it deliberately does not model
- Capital gains tax is separate and depends on holding period and market.
- Annualising a very short holding produces a large number that means little.
Formula version 1.0.0 · definition 1.0.0 · United States · Report a problem with this calculator
Frequently asked questions
- Why is my annualised return lower than my total return?
- Because you held for more than a year. A 30% gain over three years annualises to about 9%, which is the figure to compare against anything else.