Investing

Stock Averaging Down Calculator

Estimate your new average cost, total invested amount, and required rebound after averaging down a stock position.

What does this calculator answer?

Averaging down lowers your average cost by buying more shares at a lower price. The important question is not only the new average, but also how much the new purchase must rebound to reach break-even.

Inputs

Results

New average cost

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Total invested

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Rebound to break even

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Before you enter values

How to read the result

  1. Start with 'New average cost'. This is the main output for the current assumptions.
  2. Then compare 'Total invested' so you do not judge the scenario from one number alone.
  3. Then compare 'Rebound to break even' so you do not judge the scenario from one number alone.

Formula

Rebound to break even = (new average cost - new purchase price) ÷ new purchase price × 100

Example

If you own 20 shares at $60 and buy 20 more at $40, your new average cost is $50. The new purchase price would need to rise about 25% to reach that average.

Common mistakes

Important note

Averaging down increases position size. This tool is for scenario math only and does not evaluate the stock or business.

Review and update policy

This page was reviewed on August 6, 2026 for formula wording, default inputs, FAQ coverage, and related calculator links. Investing and AI cost calculators do not pull live market prices or account-specific pricing, so you should enter the latest values yourself.

When official sources are relevant, source links are provided on the page. If a formula, rate, or source is outdated, send the page URL and supporting reference through the contact page.

Frequently Asked Questions

It lowers average cost, but your profit or loss still depends on the market price and the larger position size.
It shows how far the new purchase price must rise before the combined position reaches the new average cost.
Yes. It can concentrate more capital in a falling asset.