Total acquisition cost
Existing shares × existing price plus every additional quantity × purchase price.
078 · BUSINESS & FINANCE
Combine existing shares and multiple additional buys by quantity-weighted average to calculate average cost, break-even reference, and target sell price.
RESULT · Average-cost result
Reference assumes zero fees and taxes.Average Cost = Total Cost ÷ Total Shares = (1,000,000 + 400,000) ÷ 150Purchase summary#1 50 × 8,000HOW TO USE
Enter existing shares and their current average acquisition price.
Enter each additional purchase quantity and price, adding more rows when needed.
Review total shares, total acquisition cost, and the quantity-weighted average cost.
Use average cost as the zero-fee, zero-tax break-even reference.
Enter a target return to reverse-calculate the target sell price from average cost.
After calculating the new average cost, compare it with current price to see the move required to reach break-even.
WEIGHTED AVERAGE
Existing shares × existing price plus every additional quantity × purchase price.
Existing shares plus all additional purchase quantities.
Total acquisition cost ÷ total shares gives the quantity-weighted average.
The first release assumes zero fees and taxes, so break-even equals average cost.
Average cost × (1 + target return/100).
Current-price P/L stays in Tool 077 and dividend yield stays in Tool 079.
IMPORTANT NOTES
FAQ
Total shares are 150 and total cost is 1,400,000, so average cost is about 9,333.33.
No. Different quantities require a quantity-weighted average.
For the first release, it is the average-cost reference assuming zero fees and taxes.
Average cost × 1.10. At 9,333.33 average cost, the target is about 10,266.67.