CALCULATOR GUIDE

How to use the Stock Cost Basis Calculator

Estimate share cost basis and the remaining basis after a partial sale of one acquisition lot.

Calculation formula

Total purchase cost basis = shares × purchase price + acquisition fees; average cost per share = total purchase basis ÷ shares.

Recommended steps

  1. Enter values using the units shown beside each field.
  2. Review whether the example assumptions match your situation.
  3. Run the calculator and compare the key metrics.
  4. Use the source data or official rates when precision matters.

Known limitations

Single tax-lot estimate using average unit cost. Tax basis and realized gains may require specific-lot or jurisdiction rules; does not handle wash sales.

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