Stock ROI & Portfolio Calculator

Calculate your return on investment and track your portfolio performance.

ROI Calculator

Portfolio Tracker

Investment Details

Buy price per share ($)$100

Current / sell price ($)$150

Number of shares50

Holding period (years)5 yrs

Annual dividends per share ($)$2.00

Total Return

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incl. dividends

ROI

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return on investment

CAGR

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annualized return

Dividend Income

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total over period

Return Breakdown by Year

Capital gain Dividend income

ROI = (Gain / Cost) x 100. CAGR = Compound Annual Growth Rate — the smoothed annual return over your holding period. Does not account for taxes, brokerage fees, or inflation.

Your Holdings

Ticker / nameBuy price ($)Current price ($)

Total Invested

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Current Value

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Total Gain / Loss

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Portfolio ROI

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Performance by Holding

Enter any ticker and prices to track your holdings. Gain/loss shown is unrealized unless you have sold the position. This calculator is for educational purposes only and does not constitute financial advice.