- Buy Price:The total cost of buying the shares, including commissions:
Net Buy Price = (Shares × Purchase Price) + Buy Commission Amount
Buy Commission Amount = (Net Buy Price × Buy Commission%)
- Sell Price:The total revenue from selling the shares, after deducting the sell commission:
Net Sell Price = (Shares × Sell Price) - Sell Commission Amount
Sell Commission Amount = (Net Sell Price × Sell Commission%)
- Profit / Loss:The final gain or loss after deducting commissions and capital gains tax:
Profit = Net Sell Price - Net Buy Price - Buy Commission Amount - Sell Commission Amount - Capital Gains Tax
Capital Gains Tax = (Profit × Capital Gains Tax Rate%)
- Return on Investment (ROI):The percentage return based on the initial investment:
ROI (%) = (Profit / (Net Buy Price + Buy Commission Amount)) × 100
- Break-Even Price:The minimum sell price needed to recover costs: