JJippyVest

Build your position, one purchase at a time.

Portfolio tool

Find your average cost per share.

Add each purchase lot to calculate your weighted average cost, total shares, and total cost basis. Add a current price if you want a quick comparison.

Purchase lots

Use one row for every buy order. Fees are optional.

Current price comparison (optional)

Enter a price manually to see the unrealized gain or loss. This page does not fetch market data.

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How it works

A weighted average, not a simple average.

Calculation

JippyVest adds the cost of each lot, including any fees you enter, then divides it by the total number of shares. Larger purchases therefore have more influence on the result.

When it helps

Average cost is useful when you have bought the same investment at different prices and want a single cost-per-share reference for planning.