Portfolio lab

Stock return calculator.

The big question: can your trades beat a simple 10% annual market return? Plan the exit price first, then save real trades and review your own annualized return over the year.

Total cost—

After-tax profit—

Total trade return—

Weighted annual return—

Benchmark to beat: 10% annual return

Use the calculator to plan each trade, then save completed sales below. The trade journal compares your year of trades against this 10% annual market benchmark.

Beat 10%

Track up to 8 stocks or trades

Saved trade journal

Save actual sales here, then review whether your trading year is beating the 10% annual benchmark.

Saved trades—

Saved profit—

Annual return—

Vs 10% market—

Saved trades stay in this browser on this device. Annualized return assumes the same after-tax return could be repeated and compounded throughout the year. The combined annual return is weighted by each stock's cost basis, so bigger positions matter more. This is a planning calculator, not a forecast or financial advice.