Multiple Share Purchase Ledger
Total buy-only share purchases, fees and current unrealized performance using your entered transaction history.
YOUR CALCULATION
Result
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Calculation steps
Work through one step at a time or reveal the complete calculation. The steps use your current inputs.
How to calculate
Sort purchase rows by date and accumulate quantity, purchase notional and acquisition fees. Compare total entered acquisition outlay with current holding value.
Average acquisition outlay/share=(Σquantity×price+Σfees)/Σquantity
Worked example
10 shares at 100 plus fee 2 and 20 shares at 90 plus fee 3 give 30 shares, acquisition outlay 2805 and average 93.5/share. At price 110, unrealized gain is 495 before sale costs and tax.
Assumptions and input details
Buy-only ledger, 1–100 rows; sales, transfers, distributions, splits and FX are not inferred. Dates may repeat. This is an arithmetic acquisition record, not a jurisdiction-specific tax-lot or taxable-cost-basis method. All results are before tax unless the entered cash flows already include it. No national rules, investment recommendations or actual market forecasts are supplied. No live market data or national tax rules are inferred. Enter consistent amounts in one currency unless explicitly stated otherwise.
Using this calculator
Can I enter my own problem?
Yes. Replace the example values with your own inputs. The result, calculation steps, tables and applicable diagrams update from those inputs. Blank or invalid values clear the result; example values are never silently substituted for missing inputs.
Are the results exact?
Results use floating-point arithmetic and displayed rounding. Read the formula, assumptions and any stated data precision before interpreting the result.
Is my input uploaded?
The calculation runs in your browser. No account, file upload or external AI service is required. Inputs are not saved between page reloads.
Estimate share sale profit after fees and optional tax. Separate your original investment from sale proceeds and compare price scenarios.
Adjust share count, theoretical price and arithmetic cost allocation for a split, including fractional residuals.
Add balances in different currencies, including debts. Convert the total and compare a table and currency chart.
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