Portfolio Rebalancing
Rebalance your investment portfolio in seconds. Calculate exact buy and sell amounts to maintain your target asset allocation.
Calculate stock total return, dividends & DRIP from your tax lots. See price return, annualized return & portfolio performance.
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Total Return Calculator is a free tool that calculates stock total return, dividend income, and annualized return from your own tax lots—with or without dividend reinvestment (DRIP). See the true performance of your investments beyond what your brokerage shows.
WHY YOU NEED THIS
Most brokerages—like Fidelity, Schwab, or Vanguard—show only price return or current value. They don't factor in dividends, making it hard to know your real total return. This free calculator fills that gap: enter your actual buy and sell lots with dates and quantities, toggle DRIP on or off, and get a complete picture of your investment performance.
WHAT YOU GET
• Total Invested — Your total cost basis across all tax lots
• End Value — Current market value plus any sale proceeds
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