Cost Basis Calculator
Calculate the cost basis of an investment considering purchases, sales, and splits.
Published by:
isCalculator Editorial Team
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How to use this tool?
Step 1: Enter the Total Cost of Shares Purchased (e.g., $5,000) and the Number of Shares Purchased (e.g., 100). These are required.
Step 2: Optionally, enter Additional Purchases (extra money spent) and Total Shares Sold (shares you’ve sold). Defaults to 0 if left blank.
Step 3: If a stock split occurred, adjust the Stock Split Ratio (e.g., 2:1 for a 2-for-1 split). Defaults to 1:1 (no split).
Step 4: Click Calculate Cost Basis. The result shows the cost basis of your remaining shares after accounting for splits and sales.
Output: The main result is the total cost basis of shares you still own. Below it, you’ll see the average cost per share, shares remaining, and total cost.
Note: All monetary values are in dollars. Ensure inputs are positive numbers; negative values for purchases or sales will show errors.
Previous Results
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Frequently Asked Questions
Cost basis is the original value of an asset for tax purposes, usually the purchase price plus any adjustments.
A stock split changes the number of shares but not the total cost basis. The cost per share is adjusted accordingly.
This calculator handles one initial purchase, additional purchases, and sales. For multiple transactions, you may need to adjust inputs.
