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Multiple Investment Transaction Calculator

Use this calculator to show your overall Profit / Loss on an Investment of Stocks, Bonds, Mutual Funds etc.

 

 Convert Fractions to Decimals
Fraction
Decimal
 Multiple Investment Transaction Calculator
Lot #
# of
Shares
Buy
Price
Buy
Comm
Sell
Price
Sell
Comm
 
Profit
Sale
Total
1
 
2
 
3
 
4
 
5
 
 
Total
 

Multiple Stock Transaction Calculator was designed for investors who trade multiple transactions of the same investment. To use the calculator, simply enter the shares you want to sell in the Multiple Investment Transaction Table.

This calculator does not take into account Wash Sales (Sales and Buys on the same security that happen within 30 days) which can cause losses to be voided and added to basis.

This calculator is for educational purposes only.

  • Press the compute button to calculate. The Profit and Sale Total columns, as well as the totals at the bottom will be calculated.
  • Enter 0 in the Buy or Sell commission fields to represent shares sold or bought in the same transaction.
  • Decimals converted from the Fraction to Decimal Conversion Calculator can be appended to any buy or sell amount

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    Securities offered through Sigma Financial Corporation. A registered broker/dealer. Member FINRA & SIPC.
    Planning Services offered through Sigma Planning Corporation, a registered investment advisor.

    Any information contained on this site does not constitute financial advice. The Website is intended to provide general information only and does not attempt to give you advice that relates to your specific circumstances. You are advised to discuss your specific requirements with an independent financial adviser licensed in your state.

    We do not offer legal advice. All information provided on this website is for informational purposes only and is not a substitute for proper legal advice. If you have legal questions, we recommend that you seek the advice of legal professionals.

    IRS Circular 230 Disclaimer: To ensure compliance with IRS Circular 230, any U.S. federal tax advice provided in this communication is not intended or written to be used, and it cannot be used by the recipient or any other taxpayer (i) for the purpose of avoiding tax penalties that may be imposed on the recipient or any other taxpayer under the Internal Revenue Code, or (ii) in promoting, marketing or recommending to another party a partnership or other entity, investment plan, arrangement or other transaction addressed herein.

    Asset allocation, diversification and rebalancing do not assure a profit or protect against loss in declining markets. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Past performance is no guarantee of future results.

    Investment products, insurance and annuity products:

    Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
    Are Not Deposits Are Not Insured by Any Federal Government Agency Are Not a Condition to Any Banking Service or Activity
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    Copyright © 2009 R & D Financial Services Inc. 2701 Troy Center Drive, STE 255, Troy Michigan 48084
    Last modified: 05/11/10