Share Predictions
Stock profit calculator
What a stock trade made or lost, after fees and estimated tax.
Fees and tax rates
Profit or loss
+$2,000.00
- Return
- +20.00%
- Annualized return
- +44.73%
- Break-even price
- $100.00
- Profit after tax
- +$1,560.00
Cost and tax
- Total cost
- $10,000.00
- Total proceeds
- $12,000.00
- Holding period
- Short-term
- Held for
- 180 days
- Taxable gain
- $2,000.00
- Tax rate
- 22%
- Estimated tax
- $440.00
Each position
| Position | Shares | Buy | Sell | Held | Profit or loss | Return |
|---|
How stock profit works
Profit is what you sold for minus what you paid, less fees. The return divides that profit by what you paid, or for a short sale by what you sold for. Annualized return turns it into a yearly rate, so trades of different lengths compare.
Profit = (Sell price - Buy price) × Shares - Fees
Annualized return = (1 + Return)365 / Days - 1
An example
Buy 100 shares at $100 and sell them at $120 after 180 days: ($120 - $100) × 100 = $2,000, a return of 20.00%, or 44.73% a year. A 22% short-term tax rate takes $440, which leaves $1,560.
Questions
How do I calculate stock profit in Excel?
Use =(Sell_Price-Buy_Price)*Shares-(Buy_Fee+Sell_Fee). For the return, divide that profit by =Buy_Price*Shares+Buy_Fee.
What is the capital gains tax on stock profits?
In the US, a gain on stock held more than one year is taxed at long-term rates of 0%, 15% or 20%. A gain held one year or less is taxed as ordinary income, at 10-37%. This calculator uses the rates you enter and leaves out state tax.
How do I calculate profit on a short sale?
Subtract the buy-back price from the price you sold at and multiply by the shares. Selling 100 shares at $120 and buying them back at $100 makes ($120 - $100) × 100 = $2,000 before fees.
What is annualized return?
It turns a return into its yearly equivalent, so you can compare trades held for different periods. A 10% return in 6 months is 21% a year, while 15% over 2 years is about 7% a year.
Does this calculator include dividends?
No, it covers the change in price. For your total return, add the dividends you received to the profit.
Related tools
For education only, not financial advice. Results depend on the numbers you enter.