Cost basis calculator

Adds up the acquisition lots you enter and shows every step. This is data preparation for a tax return, not a tax computation.

Nothing here is looked up, submitted or stored: the figures come from the address bar and the arithmetic runs on the server for this one response. The calculator does not know your jurisdiction, and which fees may be included, which lot-matching convention applies and how corporate actions adjust a basis are all matters of local law.

Acquisition lots

8 rows · leave unused rows blank

Lot	Acquired on	Quantity	Price per unit	Fee (optional)
1	Lot 1 acquisition date	Lot 1 quantity	Lot 1 price per unit	Lot 1 fee
2	Lot 2 acquisition date	Lot 2 quantity	Lot 2 price per unit	Lot 2 fee
3	Lot 3 acquisition date	Lot 3 quantity	Lot 3 price per unit	Lot 3 fee
4	Lot 4 acquisition date	Lot 4 quantity	Lot 4 price per unit	Lot 4 fee
5	Lot 5 acquisition date	Lot 5 quantity	Lot 5 price per unit	Lot 5 fee
6	Lot 6 acquisition date	Lot 6 quantity	Lot 6 price per unit	Lot 6 fee
7	Lot 7 acquisition date	Lot 7 quantity	Lot 7 price per unit	Lot 7 fee
8	Lot 8 acquisition date	Lot 8 quantity	Lot 8 price per unit	Lot 8 fee

Quantity disposed (optional)

Currency code (optional)

No complete lots entered

A lot counts once it has both a quantity and a price per unit. Nothing is assumed for the fields you leave blank.

Cost basis calculator

Acquisition lots

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