Paritian

Finance

Stock Profit Calculator (After Fees and Tax)

Profit or loss on a share trade after buying and selling fees and tax on the gain, the return on the money invested and the break-even sell price.

Results

Profit after fees and tax 856.80
Gain after fees, before tax 1190.00
Tax on the gain 333.20
Return on the money put in 17.12 %
Sell price that just covers the fees 50.1000
Total cost of the purchase 5005.00

What this tool does

A trade has to beat its own costs before it makes anything: with fees on both sides, the break-even price is a little above what you paid, and on small orders a fixed commission can eat a surprising share of the gain. Tax applies only to a gain, after fees; this calculator charges a flat rate, as in Portugal, where gains on shares are taxed at 28 % unless you choose to aggregate them with other income. Many countries instead tax by holding period, allow losses to offset other gains or exempt small amounts, so check the rules where you are taxed. Dividends received while holding and currency effects on foreign shares are not included.

Formula

profit = shares × (sell − buy) − commissions − tax on the gain

Variables

SymbolMeaningUnit
shNumber of shares—
bpBuy price per share—
spSell price per share—
cbFees when buying—
csFees when selling—
txTax rate on the gain%
NPProfit after fees and tax—
GPGain after fees, before tax—
TXTax on the gain—
ROReturn on the money put in%
BESell price that just covers the fees—
COTotal cost of the purchase—

Worked example

  • Number of shares100
  • Buy price per share50
  • Sell price per share62
  • Fees when buying5
  • Fees when selling5
  • Tax rate on the gain28 %
  • Profit after fees and tax856.80
  • Gain after fees, before tax1190.00
  • Tax on the gain333.20
  • Return on the money put in17.12 %
  • Sell price that just covers the fees50.1000
  • Total cost of the purchase5005.00

Limitations

  • This is an informational calculator, not personalised financial advice. Rates, fees, taxes and contract conditions vary between institutions and countries.
  • Tax rates and rounding rules differ between countries and sometimes between regions. Use the rate that applies to your invoice.