Stocks calculator
Portfolio Return Calculator
Use this free Portfolio Return Calculator to work out portfolio return from starting portfolio value, ending portfolio value, contributions, and withdrawals, with instant result cards and the exact formula shown below.
Results
Calculation summary
FormulaView calculation method
Portfolio return
(Ending value + Withdrawals - Contributions - Starting value) / Starting value x 100GuideHow to use this calculator
Step 1
Enter the stock market values from your broker, fund statement, exchange, or research source.Step 2
Click Calculate result to update the output cards, then review the formula section for how the result is derived.Tip
For more planning tools, return to the related calculator links or the main calculator category page.Continue from here
What this calculator helps with
The Portfolio Return Calculator estimates portfolio return from starting portfolio value, ending portfolio value, contributions, and withdrawals. It is a focused stock calculator you can use free with no signup, repeating the calculation with your own numbers whenever your inputs change.
How to read the results
After you press Calculate result, the summary cards show portfolio return, net gain, ending value, and net contributions. Read portfolio return as the headline figure and use the supporting values for context, then change one input at a time to see how sensitive the result is.
Before relying on the numbers
This stock calculator applies the formula (Ending value + Withdrawals - Contributions - Starting value) / Starting value x 100. Enter starting portfolio value, ending portfolio value, contributions, and withdrawals using consistent units and the same currency, include any applicable fees or taxes, and confirm important decisions against your broker, fund statement, exchange data, or a qualified professional.
FAQ
Frequently asked questions
What is the Portfolio Return Calculator used for?
The Portfolio Return Calculator is a free stocks calculator that works out portfolio return from starting portfolio value, ending portfolio value, contributions, and withdrawals. Enter your own figures to get an instant result with the formula shown on the page.
What formula does the Portfolio Return Calculator use?
It calculates Portfolio return = (Ending value + Withdrawals - Contributions - Starting value) / Starting value x 100. The tool reports portfolio return, net gain, ending value, and net contributions.
Where do I get the numbers for the Portfolio Return Calculator?
Take starting portfolio value, ending portfolio value, contributions, and withdrawals from your broker statement or exchange. The Portfolio Return Calculator never fetches live market data, so the output depends only on the values you type in.
Are the Portfolio Return Calculator results financial advice?
No. The Portfolio Return Calculator is an educational tool. Treat portfolio return as an estimate, re-check your inputs, and confirm important investment decisions with a qualified professional.
Can I use the Portfolio Return Calculator with any currency or market?
Yes. Keep starting portfolio value, ending portfolio value, contributions, and withdrawals in the same currency and consistent units, and the Portfolio Return Calculator applies the same calculation to any market.