Calculate your average cost basis and see how additional purchases affect it. Currently calculating in US Dollar.
Total: $1,000
Total: $1,275
Average Cost Per Share
$91
25 shares | Total invested: $2,275
Unrealized P/L at $95
+$100
+4.40% | Current value: $2,375
Total Shares
25
Total Cost
$2,275
Break-Even Price
$91
Profit at Target
+$475
+20.88% at $110
New Average
$86
-$5 per share
New Total Shares
45
New Total Cost
$3,875
New Break-Even
$86
| Purchase | Shares | Price/Share | Total Cost | % of Holdings | Current Value | P/L |
|---|---|---|---|---|---|---|
| #1 | 10 | $100 | $1,000 | 40.0% | $950 | -$50 |
| #2 | 15 | $85 | $1,275 | 60.0% | $1,425 | +$150 |
| Total | 25 | $91 | $2,275 | 100% | $2,375 | +$100 |
Dollar cost averaging (DCA) involves buying a fixed amount of shares at regular intervals, regardless of price. This strategy can lower your average cost over time in volatile markets.
Buying more shares when the price drops can lower your average cost basis. However, this strategy increases your exposure to a single stock and carries additional risk.
Your cost basis affects capital gains taxes when you sell. FIFO (first in, first out) and specific lot identification methods can impact your tax liability differently.