Calculadora de lucro de ações

Como isto é calculado

net = (sell x shares - sellFee) - (buy x shares + buyFee)
CAGR = (end / start)^(1 / years) - 1

buyFee / sellFee

commission or fee charged on each leg of the trade

years

holding period in years, e.g. 6 months is 0.5

end / start

total proceeds divided by total cost, both after fees

Exemplo resolvido

Buying 100 shares at $50.00 costs $5,000 plus a $5 fee. Selling at $60.00 returns $6,000 less a $5 fee. Net profit is $990, a 19.78% return; held for 8 months that annualizes to about 31%.

Perguntas frequentes

How do you calculate profit on a stock?

Subtract what you paid from what you received, then subtract both commissions. Buying 100 shares at $50 costs $5,000; selling at $60 returns $6,000; with $5 commission each way the net profit is $990 rather than the $1,000 the prices alone suggest.

What is annualized return and why does it differ from total return?

Total return ignores time, so 20% over three months and 20% over three years look identical. Annualized return restates the gain as a yearly rate, which is the only way to compare holdings of different lengths. A 20% gain in three months annualizes to roughly 107%; the same gain over three years is about 6.3% a year.

What is my break-even sell price?

The price at which the sale proceeds exactly cover your purchase cost plus both commissions. Below it you are still down even though the share price rose above what you paid, which is why the break-even sits above the purchase price rather than at it.

Outras ferramentas gratuitas