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Stock Average Up/Down & Re-Split Plan Calculator
Enter current shares, average cost, the final-round reference price, and number of rounds. The table uses total invested amount = current shares × average cost, then shows price, shares, and value for each round with decimals.
Average up/down
New average cost–
Total shares–
Total cost basis–
Average change–
Mode–
Target P/L
Estimated P/L–
Cost basis–
Market value–
Return–
Re-split table
The table divides the price path evenly from current average cost to the last-round reference price, and splits current shares evenly by round.
Table average price–
Table total shares–
Total invested amount–
Round 1→last price–
| Round | Price | Shares | Value |
|---|
Why use a re-split table?
- Breaking the plan into rounds helps avoid entering the whole position emotionally at one price.
- Setting the final-round reference price makes it easier to see how much capital and how many shares each staged buy would represent.
- The total invested amount is fixed as current shares × current average cost, so each round can be compared against the existing position size.
Things to watch
- This is a planning table, not a buy recommendation or a promise of returns.
- Real orders may differ because of tick size, commissions, taxes, FX, partial fills, and pre/after-market price gaps.
- If the reference price is too low, the table may look attractive but the price may never reach it. If it is too high, the average-cost improvement may be small.
- The total amount is calculated from current shares × current average cost; it is not a separate extra-budget input.