MTMasterTool

Dollar-Cost Averaging Simulator

Calculate dollar-cost averaging from your own entered figures.

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Currency: Amounts are calculated in the currency you select; this site does not convert between currencies and does not use live exchange rates.

What this tool does

Calculate dollar-cost averaging from your own entered figures. User-entered prices only; does not fetch prices or model commissions, dividends or taxes.

How to use the Dollar-Cost Averaging Simulator

  1. Enter or select purchases: period, amount invested, price per share (one per line).
  2. Enter or select current price per share.
  3. Read the calculated result; change any measurement to compare alternatives.

Formula

shares for each purchase=investment/price; average cost=total invested/total shares; current value=total shares×entered current price
purchases
Purchases: period, amount invested, price per share (one per line)
current
Current price per share

User-entered prices only; does not fetch prices or model commissions, dividends or taxes.

Worked example

For dollar-cost averaging simulator, the following measurements illustrate the exact method: Purchases: period, amount invested, price per share (one per line): Jan, 500, 100 Feb, 500, 80 Mar, 500, 120; Current price per share: 110.

Inputs

  • Purchases: period, amount invested, price per share (one per line)Jan, 500, 100 Feb, 500, 80 Mar, 500, 120
  • Current price per share110

Result

  • Total invested$1,500.00
  • Total shares15.42
  • Average cost per share$97.30
  • Current value$1,695.83
  • Unrealized gain/loss$195.83

Results explained

Total invested
Total invested from the formula above. User-entered prices only; does not fetch prices or model commissions, dividends or taxes.
Total shares
Total shares from the formula above. User-entered prices only; does not fetch prices or model commissions, dividends or taxes.
Average cost per share
Average cost per share from the formula above. User-entered prices only; does not fetch prices or model commissions, dividends or taxes.
Current value
Current value from the formula above. User-entered prices only; does not fetch prices or model commissions, dividends or taxes.
Unrealized gain/loss
Unrealized gain/loss from the formula above. User-entered prices only; does not fetch prices or model commissions, dividends or taxes.

Frequently asked questions

shares for each purchase=investment/price; average cost=total invested/total shares; current value=total shares×entered current price

User-entered prices only; does not fetch prices or model commissions, dividends or taxes.

No. All numbers are entered by you or come from the dated reference table shown on this page; calculations run locally.

This is an estimate, not financial, tax or legal advice. Verify the inputs and output with official sources and a qualified professional.

Check period consistency, currency, percentage inputs and the assumptions: User-entered prices only; does not fetch prices or model commissions, dividends or taxes.