Why StockDCA exists
Investors often make several purchases at different prices and then struggle to understand their true average cost, current position value, or potential result from a sale. StockDCA was created to make those calculations quick and easy to review without requiring an account or spreadsheet.
How the calculator works
The StockDCA calculator uses the purchase prices and share quantities you enter to calculate total invested, total shares, and weighted average cost per share. Optional current-price and sale inputs provide estimates of position value and profit or loss.
Calculation method and verification
The site operator maintains StockDCA's calculator and educational guides. The calculator totals price multiplied by shares for each complete purchase, divides by total shares, and uses an optional entered price to estimate position value. Its separate sale illustration allocates cost using that same weighted average; it does not select tax lots or update a brokerage ledger.
Worked examples use invented data and can be loaded into the tool. Automated regression checks cover weighted averages, fractional shares, incomplete rows, optional-price inputs, partial sales and the examples published in the guides. Displayed money values are rounded to two decimals; the calculations retain numeric precision until display.
Review the purchase-cost calculation and the sale-method illustration. No future-return forecasting, tax filing or security selection is included.
Editorial principles
- Explain formulas and assumptions in plain language.
- Use original examples that readers can verify.
- Separate educational information from personalized advice.
- Correct material errors and update pages when tools or explanations change. Revised dates identify content revisions, not a promise that all market facts are continuously updated.
- Link factual claims to primary sources such as regulators, original research and fund issuers. Distinguish those sources from our own hypothetical calculations; a citation does not imply endorsement.
- Clearly disclose important limitations, including taxes, fees, currency conversion, and investment risk.
What StockDCA does not provide
StockDCA does not provide brokerage services, portfolio management, tax preparation, legal services, or personalized investment recommendations. All calculations are estimates and should be checked against your own records before making a financial decision.
Company research
New to the workspace? Follow the StockDCA workspace guide to find a company, inspect annual data, build a reading plan and save a browser note.
The research workspace brings together a company directory, selected annual SEC financial facts, links to original filings and a private browser notebook. It does not provide live stock quotes. Some industries, reporting formats and financial fields are not covered; unavailable values remain unavailable.
The optional AI reading plan selects from observations calculated using the displayed annual data and prepared questions to investigate. It does not select investments or replace reading the full filing, including newer quarterly reports.
Our focus
The financial statement guides explain report reading with original examples and primary SEC sources. They cover financial statement analysis, 10-K annual reports, 10-K and 10-Q differences, and free cash flow versus net income.
StockDCA combines company research, cost-basis calculations, hypothetical purchase comparisons and personal notes. The goal is to make the data, assumptions and source documents easier to inspect.
Last updated: September 13, 2026.