This stock cost basis calculator helps you find your average buy price. Each time you click “Calculate,” it factors in your previous buy or sell transactions. You can also start from the beginning by hitting the reset button.

Stock Cost Basis Calculator

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Cost Basis Definition

Cost basis is the original value of an investment. This helps you determine your gains or losses. It’s useful for determining whether your investments are profitable.

This is important for taxes as well. If you sell at a much higher price than your cost basis, you might have to pay more in capital gains taxes.

On the flip side, you might sell an investment at a loss. By tracking your losses, you can sometimes use them to offset other taxable gains. Learning how to calculate your cost basis is an important step for investors. So let’s start with a basic formula below and then look at cost basis adjustments…

Stock Cost Basis Formula and Adjustments

With this stock cost basis calculator, you can determine the total cost basis of your investment. By entering the number of shares (units) and share price (cost per unit), you can find the total value of the investment.

The formula behind this is simple. Although, as you enter subsequent transactions, it can become harder to follow. For example, if you buy 100 shares at $20 and later buy another 100 shares at $30, your total cost basis is $5,000 (100 × 20 + 100 × 30). The average adjusted cost basis per share is $25 ($5,000 / 200 shares). With this cost basis calculator, you can see this in the “SCB per Unit” result.

You can also enter in partial sales at different price points. This will give you a good idea of your resulting cost basis on both a total and per share level. Feel free to play around with the calculator and test out different scenarios.

This tool is good to keep on hand and it’s even more useful as your portfolio grows. To see how your portfolio might grow, check out our free Investment Calculator. It gives a visual of potential investment returns. And to help find better investments, consider signing up for one of our free e-letters here.