📊 Trade Details
💰 Fees & Commissions
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📘 How to Analyze Stock Returns
Stock Profit Formula: Profit = (Sell Price × Shares) + Dividends – (Buy Price × Shares) – (Buy Commission + Sell Commission)
✅ ROI (Return on Investment)
ROI = (Net Profit / Total Cost) × 100%. Annualized ROI accounts for holding period: (1 + ROI)^(1/years) – 1.
📌 Break-even Price
The price at which you neither gain nor lose: (Total Cost – Dividends) / Shares (before sell commission).
💡 Tips for Investors
• Always include commissions — they reduce net returns.
• Dividends increase total return, especially for long-term holdings.
• Compare annualized ROI against market benchmarks (e.g., S&P 500 ~10% historical).
• Consider tax implications (capital gains tax) for actual after-tax returns.