Return & Profit Calculator

Calculates profit and percentage return from buy and sell prices, target and stop prices, the gain needed to recover a loss, the compound annual growth rate (CAGR) and the average price of a sale made in parts. Use it to check a stock or crypto trade, including fees.

How to use

1. On "Profit", enter the "Buy price", "Sell price" and "Quantity". To include fees, open "Fees" and enter the fee rates.
2. On "Target & stop", enter a "Target return" and a stop-loss percentage to get those prices.
3. On "Loss recovery", enter the "Fall"; on "Annualised", enter the "Starting value", "Ending value" and the period.
4. If you sold in several parts, enter your "Average buy price" and each sale on "Split sale".

How it works

• Return = profit or loss ÷ cost. Cost = buy price × quantity × (1 + buy fee rate); proceeds = sell price × quantity × (1 − sell fee rate).
• Gain needed to recover = 1 ÷ (1 − fall) − 1.
• CAGR = (ending value ÷ starting value)^(1 ÷ years) − 1. With dates, years = days ÷ 365. Deposits and withdrawals in between are not counted.
• Taxes are not calculated, and this is not investment advice. Your entries are saved in this browser.

Questions and answers

How do I calculate the percentage return on a stock?

(Sell price − buy price) ÷ buy price. Buying at 50 and selling at 55 is a 10% return; fees make it slightly lower.

How much does a stock need to rise to recover a 50% loss?

100%, so it has to double. A 30% fall needs about 42.9%, and a 90% fall needs 900%.

How is CAGR different from the simple average return?

CAGR is the yearly rate that compounds to the total result. Growing from 10,000 to 16,000 in 5 years is a CAGR of about 9.86%, lower than 60% ÷ 5 = 12%.

What is the break-even price after fees?

Buy price × (1 + buy fee rate) ÷ (1 − sell fee rate). It appears as "Break-even price" on the first two tabs.