The method
How it is worked out
Return = (S × pnow + D − F) − S × pbuyS × pbuy
- S
- Number of shares
- p
- Share price, when bought and now
- D
- Dividends received
- F
- Fees
Stock Return Calculator
Calculate share-investment return from purchase price, current or sale price, shares, dividends and fees. The result updates as you type so you can compare scenarios quickly.
Keep in mind
What it leaves out
- TaxCapital gains and dividend tax aren't deducted.
- TimingThis is a total, not a yearly rate. Use the CAGR calculator to compare periods.
- Currency movesForeign shares also move with exchange rates.
Use the calculator to compare scenarios rather than as a guaranteed forecast.
About the Stock Return Calculator
Calculate the gain or loss on a share holding using the number of shares, purchase and current or sale prices, dividends received and trading fees. This helps an investor see whether income and dealing costs change an apparently profitable price movement.
How it works and an example to tryShow less
How to use the result
The tool values the shares at the current or sale price, adds dividends, subtracts fees and compares the result with the original share purchase cost. It displays a total return percentage and monetary gain or loss. This is not an annualised return; dividend and capital-gains tax and foreign-exchange effects are not applied.
Example to try
Imagine buying shares at 20 each and later valuing them at 24. Enter the actual number of shares, dividends and dealing fees before comparing the total return with the price-only movement. If you held the shares for different lengths of time, do not treat this total percentage as a yearly rate.
Put it to work
Try it on a real situation
Load an example
What moves the result most
Worked out from your figures above. Tap a row to try it.
Who uses it, and when
Retail investors reviewing a holding, employees valuing company shares they were granted, and anyone deciding whether a position has actually made money after dealing costs and dividends.
Mistakes worth avoiding
- Reading total return as a yearly rate when the shares were held for several years.
- Forgetting stamp duty, commission and platform fees on both the purchase and the sale.
- Ignoring currency movement on shares priced in another currency.
Questions
What does the Stock Return Calculator do?
Calculate share-investment return from purchase price, current or sale price, shares, dividends and fees.
How should I use the result?
The tool values the shares at the current or sale price, adds dividends, subtracts fees and compares the result with the original share purchase cost. It displays a total return percentage and monetary gain or loss. This is not an annualised return; dividend and capital-gains tax and foreign-exchange effects are not applied.
Does TechBullion store the information I enter?
The core calculation or transformation runs in your browser. Normal website security and analytics may still record page-level events, but the tool does not need to create a public record from your inputs.
What mistakes do people make with a stock return calculator?
Reading total return as a yearly rate when the shares were held for several years. Forgetting stamp duty, commission and platform fees on both the purchase and the sale. Ignoring currency movement on shares priced in another currency.
Is the result guaranteed?
No. Use the result as a practical check or planning aid and verify important decisions with the relevant primary source, provider or professional advice.
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Calculator results are estimates based on the figures entered and are not financial, investment, legal or tax advice.