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Calculator

Stock Profit Calculator

Work out your profit or loss on a trade, your return, and the price you need to break even.

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Buy plus sell. Many US brokers charge $0.
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Used for annualized return and tax holding period.
Profit or loss—
Total return—
Annualized return—
Break-even sell price—

Tax holding period

In the US, gains on shares held more than one year are taxed at long-term capital gains rates, usually lower than short-term rates.

How the stock profit calculator works

Profit = (shares × sell price) − (shares × buy price) − fees + dividends

Total return is profit divided by what you invested. Annualized return converts that into a yearly rate so you can compare trades held for different lengths of time: (1 + total return)365 ÷ days − 1.

The break-even price is the sell price at which you would neither gain nor lose after fees and dividends.

New to quotes and order types? Read How to Read a Stock Quote.

Results are before taxes. Consult a tax professional for your situation.

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