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Stock Return and Capital Gain Calculator

Enter your trade

shares
$
$
$

Or the current price, to see an unrealized gain.

$
$

Total cash dividends you received while holding the shares. Use 0 if they were reinvested into the share count.

Dates are optional. They are needed for the annualized return and the short- or long-term holding period.

More options
%

Your combined federal and state rate, applied to a positive capital gain only (dividends are taxed separately). Short-term gains are generally taxed at ordinary income rates and long-term gains at lower capital gains rates. Use 0 to skip.

Your results

Total return

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Annualized return

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Capital gain

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Total profit

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Cost basis (incl. commission)–
Net sale proceeds–
Capital gain return–
Dividend return–
Break-even sale price per share–
Holding period–
Gain type–

Results are estimates for educational purposes and are not financial, tax or legal advice.

Enter what you paid and received for a stock, including commissions and dividends, to see your capital gain, total return, annualized return and whether the gain is short- or long-term. The pivot point calculator is free to use with no sign-up, and works on desktop and mobile.