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Portfolio allocation, rebalancing and average cost of your positions.
Target portfolio mix, where to put your next contribution without selling, and expected return and volatility.
Where to put new money to get back to targetAverage cost of a stock with buys and sells, total cost basis, realized and unrealized gains, and how much to buy to lower it.
Buys, sells, cost basis and a target averageCompare investing a lump sum with spreading it over monthly purchases, with average cost and rally and decline scenarios.
All at once or spread outSee how much management and account fees take from your savings over the years, with and without fees and against a cheaper option.
What fund fees take from your savingsImportant notice: PersonalCalcs calculators are educational tools that produce estimates from the data you enter and from standard financial formulas. Results are not investment, tax, legal or accounting advice and are not an offer or recommendation to buy or sell any security or financial product. PersonalCalcs is not a bank, broker or licensed financial adviser. Rates, taxes and rules vary by country and change over time: check with an official source or a qualified professional before making decisions. By using this site you agree to the Terms of Use.
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