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股票盈亏计算器

算出一笔完整买卖在扣除双边佣金后的真实收益,以及换算成年利率是多少 — 这是比较不同持有时长头寸的唯一方式。

净盈亏
+$1,000.00
回报
+20.00%
年化回报(CAGR)
+20.00%
总成本
$5,000.00
扣费后所得
$6,000.00
已付佣金
$0.00
保本卖出价
$50.00

未计税。年化回报只是把这一次结果换算成年利率,并非对未来各年的预测。

计算方式

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

算例

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%.

常见问题

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.

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