Stock Average Price Calculator in Excel Sheet| Free Download

Purchase Date/Lot Share Quantity Price Per Share Total Price
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Results Total Share: 0 Average Price Per Share: 0 Total Amount Investment: 0

Updated On: December 28, 2024

Stock average calculator in excel format is more popular among investors due to its easier calculation setup, portable and reusable nature of sheets. Excel are valuable tool for investors that helps to manage shares, stocks and portfolios effectively. The Excel calculator allows users to determine the average price at which they have purchased over time. In Excel calculator, number of shares and their price per share are filled in respective rows and columns to obtain the average price. The number of shares of particular stocks bought in various time period can be calculated in a simple step using formulated excel sheet. This average cost is essential for making informed decisions about buying, selling, or holding onto stocks.

stock average calculator excel

Guidelines for Using Stock Average Calculator Excel

It is a simple and similar to excel sheet. It has basic all functions to present share in excel sheet.

Step 1: Input the Purchase Date/Lot (optional), number and price per share in row 1.

Step 2: Similarly to step 1, enter all shares purchased in various dates or lot of a particular stock in following rows. The "Add More Rows" button is used to add more rows if needed.

Step 3: The total purchase cost and overall share price are calculated in real time. You can get the result based on the input vales.

Step 4: You can download the input values along with result in excel sheet. The downloaded sheet can be further used to visualized the result and managing stocks.

Stock Average Calculator in Excel

Share average calculator in Excel are organized in a clear and structured format. It consists columns for the purchase date/Lot, number of shares and price per share. And then inserting formulas such as SUM and AVERAGE to calculate the total cost of each transaction and the overall average price per share. Some conditional formatting should be formatted to visually highlight important information, such as the highest and lowest purchase prices or any discrepancies in the data.

Benefits of Stock Average Calculator Excel

One of the benefits of Excel based share average calculator is due to it's flexibility and customizability. The spreadsheet can be modified to accommodate various changes in investment strategies or adding more functionality such as tracking dividends or including transaction fees. Furthermore, Excel's built-in charting tools can be utilized to create visual representations of the share price history and average cost per share, providing further insights into investment performance over time.

Overall, a share average calculator in Excel empowers investors with the ability to analyze their share purchases systematically and make informed decisions based on accurate data. It is useful in managing a personal investment portfolio or overseeing assets for a business in managing stocks effectively.

References

Augen, J. (2011). Microsoft Excel for Stock and Option Traders: Build Your Own Analytical Tools for Higher Returns. Cisco Press.

https://www.jstor.org/stable/24331049

https://www.realoptions.org/papers1999/WINSTONExcel.PDF

Jackson, M., & Staunton, M. (2006). Advanced modelling in finance using Excel and VBA. John Wiley & Sons.