Trade Details
$
$
sh
Costs & Tax
%
%
%
yr
For annualized return (CAGR)
Net Return (after all costs)
Enter buy & sell price to calculate
Gross Profit
Total Fees
Tax Paid
Net Profit / Loss
Gross ROI
Annualized (CAGR)
Break-even Sell Price
Return Breakdown

What each tab calculates

01

Simple Return

Full trade calculation with buy price, sell price, shares, buy and sell commissions, capital gains tax, and optional holding period for annualized CAGR. Includes break-even sell price.

02

Total Return

Combines capital appreciation with dividend income — with optional DRIP reinvestment — to calculate the true total return including all sources of profit after tax.

03

Multi-Period

Track stock returns across unlimited time periods. See cumulative return, best and worst period, average period return, and a portfolio growth chart across all periods.

04

vs Benchmark

Compare your stock's CAGR and total return against the S&P 500, NASDAQ-100, MSCI World, or any custom index. Calculates your alpha and the exact dollar difference.

05

Scenarios

Model bear, base, and bull price targets for a current position. Instantly see net profit and ROI for each scenario after tax — side by side for fast decision making.