Investment Cost Basis Calculator

Calculate cost basis for investments using FIFO, LIFO, specific identification, or average cost methods. Determines capital gain or loss on sale.

Principal ($)
Annual Rate (%)
Years
Compounding / Year
$ Finance Disclaimer: These calculators are for educational and illustrative purposes only. Results do not constitute financial advice. Consult a licensed financial advisor before making investment or borrowing decisions.
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How It Works

Calculate cost basis for investments using FIFO, LIFO, specific identification, or average cost methods. Determines capital gain or loss on sale

Each component has a specific meaning:

  • FIFO — The fifo recorded for the scenario being assessed.
  • LIFO — The lifo recorded for the scenario being assessed.
  • Specific identification — The specific identification recorded for the scenario being assessed.
  • Or average cost methods — The or average cost methods recorded for the scenario being assessed.

Note: Interpret the cost basis result against the thresholds and context described above.

How to Use

Enter the FIFO, LIFO, specific identification, or average cost methods for the scenario you are assessing. Calculate cost basis for investments using FIFO, LIFO, specific identification, or average cost methods. Determines capital gain or loss on sale. Use the cost basis result to inform your calculation.

Frequently Asked Questions