Skip to content
CalcTide logo
FinanceReviewed Methodology

Stock Average Calculator

Buying 10 shares at $50 and 15 shares at $42 gives a weighted average cost of $45.20 per share. This stock average calculator combines two or more completed purchase lots into total shares, total purchase cost, and one weighted average price. Each lot is weighted by its share count, so a larger purchase affects the result more than a smaller one. The figure is a simplified purchase-cost estimate before commissions, taxes, corporate actions, sales, and broker adjustments unless those effects are already included in the entered prices.

FinanceBy Reviewed by CalcTide Editorial Review Team

Quick answer

Each purchase affects the average based on how many shares you bought at that price.

Purchase 1

Purchase 2

This estimate combines purchase lots only. It does not adjust for fees, taxes, stock splits, wash sales, or partial sales.

What this tells you

  • Each purchase affects the average based on how many shares you bought at that price.
  • A larger purchase pulls the average more than a smaller purchase does.
  • The result is your weighted average cost per share before fees, taxes, and broker adjustments unless you already built those into your lot prices.
  • The calculator requires at least two positive buy lots and accepts fractional shares.
  • Total purchase cost is the sum of shares times price for every entered lot.
  • Average cost is rounded to 4 decimal places, total shares to 4 places, and total purchase cost to cents.
  • A lower-price purchase can reduce the average, while a higher-price purchase can raise it.
  • The result does not show profit or loss because no current market price is entered.

How to Use

  1. 1Enter the positive share count and execution price per share for the first completed purchase.
  2. 2Enter the second purchase, then add any additional buy lots for the same security and position.
  3. 3Use the actual filled price rather than an unfilled limit order or a planned purchase.
  4. 4Calculate to see average cost per share, total shares, total purchase cost, and lot count.
  5. 5Compare the result with your broker record and identify fees, wash-sale adjustments, transfers, splits, or sales that the calculation omits.
  6. 6Do not use the new average alone as a reason to buy more. Position size, risk, taxes, and suitability require separate judgment.

How It Works

Formula

Total cost basis = Σ(shares × price per share) Total shares = Σ(shares) Average cost per share = total cost basis ÷ total shares

Each lot contributes a purchase cost equal to its shares multiplied by its price per share. Add those lot costs, add all shares, then divide total purchase cost by total shares. For 10 shares at $50 and 15 at $42, the lot costs are $500 and $630. Total cost is $1,130 and total shares are 25, so $1,130 / 25 = $45.20. A simple midpoint of $50 and $42 would be $46, but that is wrong because the lower-priced lot contains more shares. The formula uses entered purchase prices only and does not apply current market value.

Calculation note: values are processed in the order shown above, using the current input units.

Worked Examples

Average down after a lower-price buy

Purchase 110 shares at $50
Purchase 215 shares at $42
Result$45.20 average cost per share, 25 total shares, $1,130 total cost basis

The total cost basis is $500 + $630 = $1,130. Divide $1,130 by 25 shares to get a weighted average cost of $45.20 per share.

Three-lot dollar-cost averaging example

Purchase 18 shares at $120
Purchase 212 shares at $95
Purchase 35 shares at $105
Result$105.00 average cost per share, 25 total shares, $2,625 total cost basis

These three lots add up to $2,625 of cost basis across 25 shares. Dividing $2,625 by 25 gives you a $105 average cost per share.

Larger lower-price purchase

Purchase 1100 shares at $20
Purchase 250 shares at $35
Result$25.00 average cost, 150 shares, $3,750 purchase cost

The lots cost $2,000 and $1,750. Their combined $3,750 cost divided by 150 shares gives $25. The result sits closer to $20 because twice as many shares were bought at that price.

Fractional-share purchases

Purchase 12.5 shares at $100.25
Purchase 21.75 shares at $88.40
Result$95.3706 average cost, 4.25 shares, $405.33 purchase cost

The first lot costs $250.625 and the second costs $154.70, for an unrounded total of $405.325. Dividing by 4.25 gives $95.370588, displayed as $95.3706. Total cost is displayed as $405.33.

Average rises after a higher-price buy

Purchase 120 shares at $25
Purchase 210 shares at $40
Result$30.00 average cost, 30 shares, $900 purchase cost

The first lot costs $500 and the second costs $400. Dividing the $900 combined cost by 30 shares gives $30, showing that a later purchase can raise rather than lower the average.

How the weighted stock average works

The average moves toward the lots with more shares.

PurchaseSharesPrice per shareLot cost
Lot 110$50$500
Lot 215$42$630
Combined25$45.20 average$1,130

The combined row is not a simple midpoint between $50 and $42. It is weighted by the share count in each purchase.

What this average does and does not tell you

Weighted average cost summarizes how much was paid per share across the entered buys. It can help reconcile a position or test the arithmetic of another purchase, but it does not measure whether the investment is attractive. A lower average does not remove the possibility of further losses.

Profit or loss needs a separate market price and, for an actual account, relevant costs and tax adjustments. This calculator stops at the purchase average because unrealized return, realized gain, and reportable tax basis can follow different rules.

Sales make the remaining-position calculation depend on the accounting method used. Broker records should remain the source for official adjusted basis after sales, transfers, wash sales, splits, mergers, and reinvested distributions.

Estimate broader investment growth

Common mistakes

  • Using a simple midpoint between prices instead of weighting each lot by share count
  • Leaving out fees or commissions when you want a true adjusted cost basis
  • Mixing buys, sells, stock splits, or wash sale adjustments into one average without checking broker records
  • Averaging listed prices without weighting by shares, which is wrong whenever lot sizes differ
  • Entering a planned order as if it executed, even though the final share count or fill price may change
  • Treating a lower average as proof that buying more is suitable, without reviewing risk and concentration
  • Rounding every lot cost before adding, which can create small differences for fractional shares

Limitations

This calculator combines positive purchase lots for one security and assumes each entered price is the cost per share for that lot. It does not process sales, short positions, options, multiple currencies, commissions, fees, taxes, reinvested dividends, return of capital, stock splits, mergers, spin-offs, transfers, wash-sale adjustments, or partial-lot accounting. It rounds average price and shares to 4 decimal places and total purchase cost to 2. Broker and tax records may use adjusted basis rules that differ from this arithmetic.

Embed this calculator on your site

Drop this single line where you want the calculator to appear. It is responsive, mobile-friendly, resizes automatically, and is free to use with attribution.

<script src="https://calctide.com/embed.js" data-tool="stock-average-calculator" async></script>

Preview the embed at /embed/stock-average-calculator/.

Frequently Asked Questions

Add the cost of each stock purchase, add the shares from each purchase, then divide total cost basis by total shares. That gives you the weighted average cost per share.
Stock average is weighted because a 100-share purchase should affect your average more than a 5-share purchase. The share count determines how much each price pulls the final result.
No. This calculator combines purchase lots only. Selling shares changes your remaining position and may require lot-specific accounting that this tool does not model.
Yes. Enter your original buy and your later lower-priced buy to see the new weighted average cost per share after averaging down.
Yes, if you want a closer estimate of adjusted cost basis. Add per-trade fees into each lot cost before comparing the result with broker records.
No, a lower average cost does not make an investment safer or guarantee recovery. Buying more increases exposure, so review risk tolerance and portfolio concentration separately.
Yes, positive fractional shares and decimal prices are accepted. The result displays total shares and average cost to 4 decimal places.
No, it calculates purchase average, total shares, and total purchase cost only. Profit or loss also requires a current or sale price and may need fees and tax adjustments.
Your broker may include fees, wash sales, reinvested distributions, transfers, corporate actions, or sales that this calculator does not model.
It estimates stock average calculator outputs using the visible inputs and formula assumptions on this page.

Explore More in Finance