Bought shares at different price points? Calculate your exact weighted average cost per share, total shares owned, and break-even stock price across multiple purchases.
Enter your values, then select Calculate Now
Total Shares = Shares_1 + Shares_2. Total Cost = (Shares_1 * Price_1) + (Shares_2 * Price_2). Weighted Average Price = Total Cost / Total Shares. Current Value = Total Shares * Market Price. Unrealized P&L = Current Value - Total Cost.
By buying 150 shares at $110, you reduced your break-even price from $150 to $126, turning a losing trade into an active profit at $135.
Enter the number of shares and price per share from your initial purchase.
Input the share count and price per share from your secondary purchase.
Enter the current stock market price to see your current profit or loss.
Review your new weighted average cost basis and break-even threshold.
Averaging down is purchasing additional shares of a stock after its price has declined. This lowers your average cost basis, requiring a smaller price recovery to reach break-even or profitability.
For high-quality index funds or strong profitable businesses with solid fundamentals, averaging down is great. However, averaging down on failing companies with deteriorating business models can multiply your losses.
Cost basis is the original purchase price of an asset for tax purposes, used to determine capital gains or losses when you eventually sell.
Yes! The mathematical weighted average formula is identical whether you are averaging stocks, Bitcoin, gold, or mutual funds.
Most brokers default to FIFO (First In, First Out), but you can also elect Specific Identification, LIFO (Last In, First Out), or Average Cost for mutual funds.
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