How do I calculate stock return on investment?

Stock return is calculated as ((Current Value - Initial Investment) / Initial Investment) x 100. For annualized returns, use the formula: ((Ending Value / Beginning Value) ^ (1 / Years)) - 1. Our calculator does this automatically when you enter a ticker, amount, and date range.

What is dollar cost averaging (DCA)?

Dollar cost averaging is an investment strategy where you invest a fixed dollar amount at regular intervals regardless of share price. This reduces the impact of volatility by buying more shares when prices are low and fewer when prices are high.

How do I calculate options profit?

For a call option: Profit = (Stock Price - Strike Price - Premium Paid) x 100 x Contracts, when stock price is above the strike. For a put option: Profit = (Strike Price - Stock Price - Premium Paid) x 100 x Contracts, when stock price is below the strike. Maximum loss is the total premium paid.

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Stock Return Calculator

Calculate investment returns, run dollar cost averaging simulations, and analyze options profit/loss scenarios — all in one place.

Investment Return Calculator

See how much your stock investment would be worth today, with S&P 500 comparison.

Stock Ticker

Investment Amount $

Start Date

End Date (or Today)

Your Results

Current Value

Total Return

Annualized Return

Holding Period

Performance vs S&P 500

AAPL

S&P 500

Dollar Cost Averaging Calculator

See how periodic investing would have grown your portfolio over time.

Stock Ticker

Monthly Investment $

Number of Months

Start Date

DCA Results

Total Invested

Current Value

Total Return

Avg Cost Basis

DCA vs Lump Sum Comparison

DCA

Lump Sum

Options Profit/Loss Calculator

Visualize your options trade P/L at expiration across a range of stock prices.

Current Stock Price $

Strike Price $

Premium Paid (per share) $

Number of Contracts

Option Type

Ticker (optional, for label)

Options Analysis

Break-Even Price

Max Profit

Max Loss

Total Cost

Profit/Loss at Expiration

P/L at Various Stock Prices

Stock Price	Option Value	P/L per Contract	Total P/L	Return %

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How Stock Returns Are Calculated

Total Return

Total return measures the complete gain or loss on an investment, expressed as a percentage of the initial investment.

Total Return = ((End Value - Start Value) / Start Value) x 100

Annualized Return (CAGR)

Annualized return normalizes performance to a per-year basis, making it easy to compare investments held for different durations.

CAGR = ((End / Start) ^ (1 / Years)) - 1

Dollar Cost Averaging

DCA reduces timing risk by spreading purchases across regular intervals. Your average cost basis equals total dollars invested divided by total shares acquired.

Avg Cost = Total Invested / Total Shares

Options Break-Even

The break-even price is where your option position starts making money at expiration, accounting for the premium paid.

Call B/E = Strike + Premium
Put B/E = Strike - Premium

This calculator is for educational and informational purposes only. It does not constitute financial advice. Past performance does not guarantee future results. Stock prices, returns, and all calculations are estimates and may not reflect actual market conditions. Options involve risk and are not suitable for all investors. Always consult with a qualified financial advisor before making investment decisions.