Sextante

Average price calculator (DCA)

Work out the weighted average price of several purchases of the same asset, with commissions, and value the position at the current market price.

Average price
€8.80
Break-even price
€9.20
Total shares
25
Total cost
€230
Total commissions
€10
Market value
€300
Unrealized gain
€70
Unrealized return
30.43%

Information, not tax or financial advice.

How the average-down calculator works

When you buy the same share at several points at different prices, your average price isn't the simple mean of the prices but the weighted mean by the number of shares in each purchase.

How to read the result. The average price weights only the purchase prices. The break-even price adds the commissions: it's the price above which you actually start to profit. If you enter the current price, you see the market value and the unrealized gain or loss.

Worked example (default values). You buy 10 shares at €10 and then 15 at €8, with €5 commission on each purchase, and the current price is €12:

  • Cost in shares: (10 × €10) + (15 × €8) = €100 + €120 = €220.
  • Commissions: €5 + €5 = €10 → total cost €230.
  • Shares: 25.
  • Average price: €220 ÷ 25 = €8.80; break-even price: €230 ÷ 25 = €9.20.
  • Market value: €12 × 25 = €300 → unrealized gain €70 (+30.43 %).

An important note. Averaging down lowers your average price but raises your exposure to a falling asset. Do it from conviction about the value, not inertia. Commissions raise your break-even price: factor them in.