Get started with the calculator
This guide focuses only on using the StockDCA Calculator. You will see
exactly where to enter each number and what the calculator displays as
your inputs change. There is no separate calculate button—the results
update automatically.
1
Step 1
Enter your purchases
Start by entering each purchase as its own row in the calculator.
Every row has two fields:
Purchase price ($) and Shares bought.
| Field |
What to enter |
Example |
| Purchase price ($) |
The price paid per share for that purchase. |
$100 |
| Shares bought |
The number of shares purchased at that price. |
2.5 |
To record another transaction, click ＋ Add purchase.
A new row will appear for the next purchase. To delete a row, click
its corresponding Remove purchase N button, where
N identifies the purchase row.
Tip: Enter purchases separately instead of combining
them. This lets the calculator use the price and share count from
every transaction.
2
Step 2
Check your average cost
As soon as you enter or edit a purchase, the calculator updates the
summary automatically. You do not need to click a calculate button.
Look for these three results:
| Result |
What it shows |
| Average cost per share |
The average amount invested for each share across all entered purchases. |
| Total invested |
The total dollar amount represented by the purchase rows you entered. |
| Total shares |
The combined number of shares from all purchase rows. |
If you change a purchase price, change the number of shares, add a
row, or remove a row, all three values recalculate immediately.
Check that the purchase rows match your records before using the
summary.
3
Step 3
Add the current price (optional)
To review the current position, enter a value in
Current share price (optional). Once a current price
is entered, the calculator displays:
- Market value: the current value of the entered share position.
- Profit/Loss: the result shown as both a dollar amount and a percentage.
You can update the current share price whenever you want to test a
different price. Leave this field blank if you only want to review
your purchase totals and average cost.
Tip: The current price field is optional. It is not
required for the calculator to show Average cost per share, Total
invested, or Total shares.
4
Step 4
Model a sale (optional)
Use the optional Sell calculator when you want to
model selling part or all of the entered position. Fill in:
- Sell price: the price per share you want to test.
- Shares sold: the number of shares you want to sell.
After you enter these values, the calculator shows the
remaining position and the
realized profit/loss for the modeled sale. Adjust
either input to compare different sale prices or share quantities.
Tip: Keep the sell quantity within the number of
shares entered in your purchase rows when modeling a partial or full
sale.
5
Step 5
Save or share your results
The calculator automatically generates a Shareable URL
based on the information you entered. When you are ready to keep or
send your setup, click Copy.
- Finish entering your purchases and any optional price or sale inputs.
- Find the automatically generated Shareable URL.
- Click Copy to copy the link.
- Save the link for later or share it with someone else.
Before sharing, review the link and make sure it contains only the
information you intend to share.
Quick tips for using the calculator
Load example
Click Load example to populate the calculator
with sample data and try the controls before entering your own
purchases.
Clear all
Click Clear all to remove the entered data and
start over with a blank calculator.
Use fractional shares
The calculator supports decimal share amounts, such as
0.5 or 1.25, for fractional-share
purchases.
Frequently asked questions
Is the StockDCA Calculator free?
Yes. The StockDCA Calculator is available to use without a paid
subscription.
Can the calculator handle fractional shares?
Yes. You can enter fractional shares, such as 0.5 or 1.25, when
your brokerage supports fractional-share purchases.
Is my calculator data safe?
Do not enter private account credentials or sensitive personal
information. Before sharing a generated URL, review it and share
it only with people you trust.
How do I share my calculator results?
The calculator automatically generates a Shareable URL. Click
Copy to copy the link, then save it or send it to
someone else.
Ready to try it?
Enter your purchases, check the automatically calculated position,
and test current or potential sale prices in the StockDCA Calculator.
Open the StockDCA Calculator