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Break-Even Investment Calculator

Find the price your investment needs to break even.

See what sale price you need to cover all costs and fees.

Fill in the form to see results

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Other Calculators

Break-Even Investment Calculator

Find the price your investment needs to break even.

Break-Even = (Cost + Fees) / Shares

Investment Goal Calculator

Find out how much to invest monthly to reach a goal.

PMT = FV × r / [(1 + r)^n − 1]

Dollar Cost Averaging Calculator

Estimate average cost per share with regular investments.

Average = Total Invested / Total Shares

Lump Sum vs DCA Comparison

Compare investing all at once vs spreading it out.

Compare total returns.

Portfolio Allocation Split

Break down your portfolio by asset class.

Percent = Amount / Total × 100

Investment Fees Impact

See how fees affect your returns.

Net Return = Gross Return − Fees