Finance & Irish taxes
Investment purchase cost tracker Calculator
Combine purchases into an economic average cost per unit. This free investment purchase cost tracker calculator shows the calculation and its assumptions so you can compare your own figures.
Your results
Combine purchases into an economic average cost per unit.
Calculated outcomes
- Total Units
- 25
- Invested Cost
- €2,810.00
- Market Value
- €3,250.00
- Return Percent
- 15.4804%
Assumptions and estimates
- Rows are units, unit price, purchase fee. This is an economic average-cost summary, not an Irish CGT share-identification or tax-basis calculation. Disposals, dividends and FX changes are not included.
- Method: Sum units and purchase price plus fees; compare with current sale value after an entered fee.
- Not an Irish CGT tax-basis calculation or share-identification method. Disposals, dividends and FX are excluded.
Useful next steps
- Use Compare options to test an alternative side by side.
- Copy, print or download a record of this calculation when you need one.
Reports open your email app addressed to s@s1.ie with the public page address only. Your inputs are never added.
How the investment purchase cost tracker calculation works
Sum units and purchase price plus fees; compare with current sale value after an entered fee.
Not an Irish CGT tax-basis calculation or share-identification method. Disposals, dividends and FX are excluded.
Using this calculator
- Enter your own figures in the labelled inputs. Keep the currencies, units and time periods consistent.
- Choose any applicable rate profile, pattern or assumption shown for this tool. Open additional inputs when relevant.
- Review average all in cost and unrealised gain, then read the stated assumptions and eligibility conditions before using the result.
Worked example
This is a static example using illustrative inputs, not facts about you or today’s date. The displayed eligibility selections and assumptions apply only to this example.
See example inputs
- Purchases: units, unit price, fee
- 10, 100, 5 15, 120, 5
- Current unit price (€)
- 130
- Expected total sale fee (€)
- 5
- Average All In Cost
- €112.40
- Unrealised Gain
- €435.00