Stock return calculator: Calculate gain and loss after brokerage
The price difference only tells part of the story of a stock trade. You may also have received dividends and paid brokerage on both the purchase and the sale. Here the amounts are combined in one calculation of your return before tax.
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Enter the number of shares, purchase price, sale price and trading costs. If you have received dividends, enter the total amount received.
How your stock gain is calculated
The cost of purchase is the number of shares times the purchase price plus the brokerage on the purchase. The brokerage on the sale is subtracted from the sale amount.
Gain = sale proceeds + dividends received − cost of purchase. The return in percent is found by dividing the gain by the cost of purchase and multiplying by 100.
Example with 100 shares
You buy 100 shares at a price of 200 and sell at a price of 250. The brokerage is 29 on each trade, and you have received 500 in dividends.
The cost of purchase is 20,029. The sale gives 24,971 after brokerage. Including the dividends, the gain is 5,442, which equals about 27.17% before tax.
Shares sold or a current holding?
You can use a current price as the sale price to look at the value of your holding. The result is then a calculation example of a sale at that price. The price gain is only realized when the shares are sold.
The calculator fits one position in which all shares are sold. If you have bought in several rounds, average purchase price can help with the cost price. If you trade in another currency, you also need to include the exchange rate at purchase and sale to find the result in your own currency.