Comprehensive stock investment analysis with CAGR, returns, dividend yield, and portfolio performance metrics.
Compound Annual Growth Rate measures annualized returns
Total percentage gain or loss on investment
| Metric | Value |
|---|---|
| Purchase Price per Share | ₹500 |
| Current Price per Share | ₹800 |
| Price Gain per Share | ₹300 |
| Number of Shares | 100 |
| Total Investment | ₹50,000 |
| Total Current Value | ₹80,000 |
| Total Profit/Loss | ₹30,000 |
| Holding Period | 3.0 Years |
| Absolute Returns | 60.00% |
| CAGR (Annualized) | 18.17% |
Add multiple stocks to analyze your portfolio performance.
| Stock | Investment | Current | P&L | Returns |
|---|
Measures annual dividend income as % of stock price
Regular income from dividend-paying stocks
Calculate average buy price from multiple purchases.
| Purchase | Price | Quantity | Amount |
|---|
CAGR (Compound Annual Growth Rate) measures the annualized rate of return of an investment over a specified period. It represents the rate at which an investment would have grown if it grew at a steady rate.
Dividend yield measures annual dividend income as a percentage of the stock price.
Good yield: 2-4% for stable companies, 5%+ for high-yield stocks
When you buy shares at different prices, average cost helps determine your breakeven point.
This is crucial for dollar-cost averaging and SIP strategies.