Stock Return Calculator

Analyze your trading performance with the CalcGami Stock Return Calculator. Calculate total profit, percentage return (ROI), and annualized return (CAGR) for your stock portfolio. Save your trade history and share results instantly via WhatsApp.

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What is a Stock Return Calculator?

A Stock Return Calculator is a financial analysis tool designed to determine the profitability of a specific stock trade or an entire portfolio. While your brokerage app shows your current balance, calculating the exact Return on Investment (ROI) or Annualized Return requires more specific math, especially when dividends and commissions are involved.

This Stock Return Calculator takes the complexity out of trade analysis. By inputting your Buy Price, Sell Price, Number of Shares, and Trading Fees, it calculates your Net Profit and Percentage Return. It is an essential tool for traders reviewing their strategy (“Did I beat the S&P 500?”) or investors planning an exit. It includes History to log your recent calculations, Save Calculation to track potential trades, and WhatsApp Share to brag about your gains (or discuss losses) with trading groups.

Benefits of Using a Stock Return Calculator

Knowing your profit is good; knowing your percentages is better. Using this Stock Return Calculator tool offers several strategic advantages:

• Net Profit Accuracy: It accounts for commissions (buy/sell fees), which can eat into profits on small trades.
• Annualized Insight: If you made 10% in 1 month, that is amazing. If you made 10% in 5 years, that is poor. The calculator computes the Annualized Return to show the true efficiency of your capital.
• Dividend Inclusion: It allows you to add dividends received during the holding period to see the “Total Return,” not just the price appreciation.
• Trade Journaling: Use Save Calculation to build a “Watchlist” or “Trade Log” of your best ideas.
• Community Sharing: Use WhatsApp Share to send the exact numbers to your investment club or mentor for feedback.

Formula Used in Stock Return Calculator

The Stock Return Calculator uses standard financial formulas for profit and percentage yield.

The Plain Text Formulas:

1. Calculate Investment Cost
Total Buy Cost = (Buy Price x Shares) + Buy Commission

2. Calculate Revenue
Total Revenue = (Sell Price x Shares) + Dividends Received – Sell Commission

3. Calculate Net Profit
Net Profit = Total Revenue – Total Buy Cost

4. Calculate Return on Investment (ROI)
ROI % = (Net Profit / Total Buy Cost) x 100

5. Annualized Return (CAGR)
If held for more than 1 year:
CAGR = [ (Total Revenue / Total Buy Cost)^(1 / Years Held) ] – 1

How to Use the Stock Return Calculator

Follow these steps to audit your trade:

1. Enter Buy Details: Input Share Price, Quantity, and Commission fees.
2. Enter Sell Details: Input Current/Sell Price and Commission fees.
3. Enter Dividends (Optional): Input total dividends earned.
4. Enter Holding Period (Optional): Input how long you held the stock (for annualized return).
5. Calculate: Click the button to process the trade.
6. Use Productivity Features:
   • History: Look back at previous scenarios.
   • Save Calculation: Save as “Tesla Trade 2024.”
   • Share on WhatsApp: Send the result: “ROI: 25%, Profit: $500.”

Real-Life Example

Scenario:
“Mike” bought 10 shares of TechCorp at $100 e a c h . H e p a i d a$5 commission.
One year later, he sells them at $150 each.Hepaida$

5 commission to sell. He also received $20 in dividends.

The Calculation:

Step 1: Calculate Total Cost
(10 x 100) + 5 = $1,005.

Step 2: Calculate Total Revenue
(10 x 150) + 20 (Div) – 5 (Comm) = $1,515.

Step 3: Calculate Net Profit
1,515 – 1,005 = $510.

Step 4: Calculate ROI
(510 / 1,005) x 100 = 50.75%.

The Result:
Mike made a profit of $510 with a return of 50.75%.

• Action: Mike saves this as “TechCorp Win” and uses WhatsApp Share to send the screenshot to his brother.

Frequently Asked Questions (FAQ)