Last reviewed August 28, 2026

Stock Average Calculator: Formula, Scenarios & Interpretation

Calculate weighted average purchase price, total shares and total invested amount across multiple purchase lots.

What the calculation measures

A simple average of purchase prices is wrong when lot sizes differ. Weight each price by the number of shares in that purchase.

How to interpret the result

Use lot-level broker records for tax reporting and wash-sale adjustments.

Run scenarios instead of one answer

Change the most uncertain input and compare outcomes. A calculator is most useful when it shows sensitivity, not when one estimate is treated as a guarantee.

Limits and assumptions

The calculator is a planning aid, not an official tax basis statement.

Try the browser tool

Work with your file locally.

Open Stock Average Calculator