Investing in shares (also known as stocks) represents ownership in a company. The value of these shares can fluctuate based on market conditions, company performance, economic factors, and investor sentiment. A shares calculator is a simple yet powerful tool to help investors track the performance of their holdings and understand potential gains or losses.
How the Shares Value Calculator Works
This calculator helps you determine key financial metrics related to your share investments:
Total Investment: This is the total amount of money you initially spent to acquire your shares. It's calculated by multiplying the Number of Shares by the Purchase Price Per Share.
Formula: `Total Investment = Number of Shares * Purchase Price Per Share`
Current Value: This represents the present market worth of your shares. It's calculated by multiplying the Number of Shares by the Current Market Price Per Share.
Formula: `Current Value = Number of Shares * Current Market Price Per Share`
Profit/Loss: This is the difference between your current share value and your total investment. A positive result indicates a profit, while a negative result signifies a loss.
Formula: `Profit/Loss = Current Value – Total Investment`
Profit/Loss Percentage: This metric expresses your profit or loss as a percentage of your initial investment, providing a clearer picture of the return on your investment (ROI).
Formula: `Profit/Loss Percentage = (Profit/Loss / Total Investment) * 100%`
Use Cases for the Shares Calculator
Tracking Portfolio Performance: Regularly input your share details to monitor how your investments are performing over time.
Evaluating Potential Investments: Before buying shares, you can use a similar logic to estimate the potential value and ROI based on expected price movements.
Making Informed Decisions: Understand whether to hold, sell, or buy more shares based on current profit or loss figures.
Learning and Education: New investors can use this tool to grasp fundamental concepts of share valuation and investment returns.
Remember, share prices can be volatile, and past performance is not indicative of future results. Always conduct thorough research or consult with a financial advisor before making investment decisions.
function calculateSharesValue() {
var numberOfSharesInput = document.getElementById("numberOfShares");
var purchasePriceInput = document.getElementById("purchasePrice");
var currentPriceInput = document.getElementById("currentPrice");
var totalInvestmentDisplay = document.getElementById("totalInvestment");
var currentValueDisplay = document.getElementById("currentValue");
var profitLossDisplay = document.getElementById("profitLoss");
var profitLossPercentageDisplay = document.getElementById("profitLossPercentage");
// Clear previous results
totalInvestmentDisplay.innerText = "";
currentValueDisplay.innerText = "";
profitLossDisplay.innerText = "";
profitLossPercentageDisplay.innerText = "";
var numberOfShares = parseFloat(numberOfSharesInput.value);
var purchasePrice = parseFloat(purchasePriceInput.value);
var currentPrice = parseFloat(currentPriceInput.value);
// Input validation
if (isNaN(numberOfShares) || numberOfShares <= 0) {
alert("Please enter a valid number of shares greater than zero.");
return;
}
if (isNaN(purchasePrice) || purchasePrice < 0) {
alert("Please enter a valid purchase price per share (cannot be negative).");
return;
}
if (isNaN(currentPrice) || currentPrice 0) {
profitLossPercentage = (profitLoss / totalInvestment) * 100;
}
// Display results
totalInvestmentDisplay.innerText = "Total Investment: $" + totalInvestment.toFixed(2);
currentValueDisplay.innerText = "Current Value: $" + currentValue.toFixed(2);
if (profitLoss >= 0) {
profitLossDisplay.innerText = "Profit: $" + profitLoss.toFixed(2);
profitLossPercentageDisplay.innerText = "Profit Percentage: " + profitLossPercentage.toFixed(2) + "%";
} else {
profitLossDisplay.innerText = "Loss: $" + Math.abs(profitLoss).toFixed(2);
profitLossPercentageDisplay.innerText = "Loss Percentage: " + Math.abs(profitLossPercentage).toFixed(2) + "%";
}
}