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FolioTracker

Free calculator

Average Cost Calculator

Work out your new average purchase price after making an additional purchase of an investment you already own.

Your details

MX$
MX$
MX$

Estimated results

Previous investment cost

MX$46,050.00

Original purchase price multiplied by original quantity.

Additional cost

MX$35,535.00

Additional purchase price multiplied by additional quantity, plus any fees.

Total quantity

850

New average cost

MX$95.98

Total cost across both purchases, divided by total quantity.

Break-even price

MX$95.98

The price per unit at which this position would neither gain nor lose value, before additional fees or taxes.

How this is calculated

Formulas used

  • Previous cost = purchase price × quantity
  • Additional cost = additional price × additional quantity + fees
  • Total quantity = quantity + additional quantity
  • New average cost = (previous cost + additional cost) ÷ total quantity

Example

You bought 500 shares at MX$92.10, then bought 350 more at MX$101.40 with MX$45 in fees. Your previous cost is MX$46,050, your additional cost is MX$35,535, and your new average cost across 850 shares is approximately MX$95.98.

FolioTracker provides informational tools for organizing and reviewing investment records. It does not provide personalized investment, tax, accounting, or legal advice. Investment calculations may contain estimates and should be verified against official broker, issuer, tax, or financial records.

Frequently asked questions

It gives you a single reference price for a position built from more than one purchase, which is useful for tracking gains and losses.

A clearer way to follow your investments

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