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Stock Calculator for Calculating Return on Investment

Calculator Preferences
Stock Calculator Sign
Stock Calculator

This calculator will calculate the current yield and annualized holding period yield for a stock investment, based on the average periodic dividend (if any) and on the price per share when sold. The Learn includes:

  • What is a stock?
  • Why invest in stock?
  • Why invest in your own stock?
Learn More

Selected Data Record:

A Data Record is a set of calculator entries that are stored in your web browser's Local Storage. If a Data Record is currently selected in the "Data" tab, this line will list the name you gave to that data record. If no data record is selected, or you have no entries stored for this calculator, the line will display "None".

DataData recordData recordSelected data record: None
Buy price:Buy price:Share price at purchase:Share price at purchase:

Share price at purchase:

Enter the purchase price of each share purchased.

# shares:# of shares:Number of shares purchased:Number of shares purchased:

Number of shares purchased:

Enter the number of shares purchased.

Commission paid at purchase:

Commission paid at purchase:

Enter the total or per share commission paid to purchase the shares.

Average dividend per share:Average dividend per share:Average dividend per share:Average dividend per share:

Average dividend per share:

Select the frequency the dividends are paid and enter the corresponding dividend paid per share.

Number ofNumber ofowned:owned:owned:

Periods owned:

Select Months or Days and then enter the number of corresponding periods the shares have been owned.

Sell price:Sell price:Share price when sold:Share price when sold:

Share price when sold:

Enter the price per share at the time the shares are sold. Or enter the price per share as of today to calculate a what-if scenario.

Commission paid at sale:

Commission paid at sale:

Enter the total or per share commission paid to sell the shares.

Gross:Gross return:Gross return:Gross return:

Gross return:

This the selling price per share multiplied by the number of shares, minus the total commission paid to sell the shares.

Less invest:Less invested:Less total investment:Less total investment:

Less total investment:

This is the purchase price per share multiplied by the number of shares, plus the total commission paid to purchase the shares.

Profit:Profit:Profit from stock sale:Equals profit from stock sale:

Equals profit from stock sale:

This is what is left after subtracting the total investment from the total return.

Plus divs:Plus dividends:Plus dividends:Plus dividends:

Plus dividends:

This is the total of all dividends paid for the number of months owned. To arrive at this figure, the stock calculator multiplies dividend per share times the number of dividends paid per year, and then multiplies that result by the number of years, and finally multiplies that result by the number of shares.

Net return:Net return:Net return on investment:Equals net return on investment:

Equals net return on investment:

This is the net dollar return on the purchase, ownership, and sale of the shares of stock after accounting for commissions and dividends.

Current yld:Current yield:Current yield:Current yield:

Current yield:

This is the current yield at the time of the sale. To arrive at the current yield, the stock calculator divides the annual dividend per share by the price per share at the time of the sale.

Annual yld:Annualized yield:Annualized holding period yield:Annualized holding period yield:

Annualized holding period yield:

This is the annualized holding period yield. To arrive at this figure, the stock calculator divides the total return on investment by the total original investment, and then multiplies that result by 1/N, where N is the number of years the investment is held.

If you would like to save the current entries to the secure database, tap or click on the Data tab, select "New Data Record", give the data record a name, then tap or click the Save button. To save changes to previously saved entries, simply tap the Save button. Please select and "Clear" any data records you no longer need.

Feedback AppreciatedFeedback Greatly AppreciatedYour Feedback Would Be Greatly AppreciatedYour Feedback Is Greatly Appreciated
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Help and Tools

Help and Tools:

This section, which you can Unstick or Hide in the Calculator Preferences (just above the top of the calculator), contains the following tabs (content too long to fit within bordered frame can be scrolled up and down):

About: Click this tab for an introduction to the calculator.

Instructions: Click this tab for step-by-step instructions for using the calculator.

Terms: Click this tab for a list of the descriptions that are located within each popup help button (info icons).

PCalc: Click this tab for a handy "pocket" calculator you can use when you need to calculate an entry needed for the calculator.

Data: Click this tab to save a set of entries or a note in between visits. Entries and notes will be stored to your web browser's local storage (if supported by your browser of choice), meaning they can only be recalled with the same device and web browser you were using when you saved them. If you'd like to save entries and notes between devices you can do so by subscribing to the Ad-Free Member Version.

 

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Adjust Calculator Width:

Move the slider to left and right to adjust the calculator width. Note that the Help and Tools panel will be hidden when the calculator is too wide to fit both on the screen. Moving the slider to the left will bring the instructions and tools panel back into view.

Also note that some calculators will reformat to accommodate the screen size as you make the calculator wider or narrower. If the calculator is narrow, columns of entry rows will be converted to a vertical entry form, whereas a wider calculator will display columns of entry rows, and the entry fields will be smaller in size ... since they will not need to be "thumb friendly".

Show/Hide Popup Keypads:

Select Show or Hide to show or hide the popup keypad icons located next to numeric entry fields. These are generally only needed for mobile devices that don't have decimal points in their numeric keypads. So if you are on a desktop, you may find the calculator to be more user-friendly and less cluttered without them.

Stick/Unstick Tools:

Select Stick or Unstick to stick or unstick the help and tools panel. Selecting "Stick" will keep the panel in view while scrolling the calculator vertically. If you find that annoying, select "Unstick" to keep the panel in a stationary position.

If the tools panel becomes "Unstuck" on its own, try clicking "Unstick" and then "Stick" to re-stick the panel.